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Judging from the changes in the leading plate in the past two days, market speculation is (or has been) fully turned to consumer themes.What happened?

Large consumption on the disk has become the strongest main line in the market, while most of the other hot spots have fallen back. More than 3,500 stocks in the whole market have risen, and more than 150 stocks have daily limit or increased by more than 10%. The turnover of Shanghai and Shenzhen stock markets was 1.87 trillion yuan, 90.5 billion yuan more than that of the previous trading day.However, as mentioned above, the big news that all parties in the market are holding their breath most at the moment is undoubtedly the draft of an important meeting.However, even if you choose the wrong direction temporarily, investors don't have to be too anxious. If the market chooses to break through with the help of the node released by this big news, the probability that the plate will go hand in hand with the plate is expected to be greater than this.

Therefore, once there is any trouble in the news, the funds in the venue are willing to take the lead and play a game. The most direct direction is nothing more than those that have been hot for two days: consumption, finance, real estate and so on.Some people think that the general tone of next year's policy will be "more active and promising" at the Politburo meeting on Monday, so it is expected that more vigorous policies will be introduced at the next Central Economic Work Conference and even at the National People's Congress next year, which will help to better stabilize the expectations of market players, stimulate their vitality and lead China's economy to achieve stronger growth.However, as mentioned above, the big news that all parties in the market are holding their breath most at the moment is undoubtedly the draft of an important meeting.