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It's not too late to look at big consumption now. You can actually get on the bus if you have a chance to make a callback. Especially at present, there is no new catalyst for big themes, so what you will see for a long time is the expectation of recovery and recovery. Many industries that were miserable before will also usher in spring with the continuous development of recovery.We must know that before the market saw the recovery of consumption, the actual situation was that we could not see the shadow of recovery, and the general large consumption was at a low level, so once there were very favorable expectations, it would definitely be more fierce.In addition, the end of the year is also a peak consumption season. Basically, everyone has the need to prepare new year's goods, which can definitely drive a wave of demand. Moreover, the position of the big consumption plate itself is relatively low, which naturally makes it easy to be favored by funds.

Strong rise of big consumption, new theme investment?Market aspectMarket aspect

At present, large consumption has become the main line, especially the varieties mainly based on food and beverage have become the vanguard of the market rebound, followed by household items, kitchen and bathroom appliances, etc., which are mainly based on the expected industrial chain of real estate improvement. There are not only policies to boost consumption and stabilize the stock market and property market.Naturally, there will be selling pressure after unwinding, unless we can break through these two positions in a strong way in the form of Dayang line, so that the quilt cover funds will not think about avoiding risks after unwinding, otherwise there will be a high probability that there will be a relatively large pressure here, and a new rise will not be launched until these pressures are digested.The reason is that the personal pension system, which includes national debt and index funds into the product range, has been implemented nationwide since the 15th. This means that more incremental funds will enter the market, and the market will be ignited and launched a fierce upswing.