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2024-12-14 12:37:38

Hua Ge said that with the implementation of consumer policy stimulus measures, the fundamentals of the commercial and retail industry are expected to gradually bottom out. Specifically: (1) Offline retailing: Under the policy of M&A and restructuring, leading enterprises actively explore new growth drivers with the help of endogenous extension tools; (2) Cross-border e-commerce: Overseas consumer demand is still at a relatively high level, the boots for overseas elections have landed, and the performance under the regional diversification of leading targets is resilient.After 10:50, driven by the financial pull-up of brokerage, insurance and real estate, the A50 futures index rose, and the main index also took a shape of "√".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.


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.In fact, artificial intelligence has new catalysis in these two days. For example, Google's DeepMind released a new model Genie 2, which can generate "infinite" types of playable 3D worlds through a single picture and text description, marking a major breakthrough in the field of virtual world generation of AI.According to the requirements of the Notice, the CSRC has optimized the supply of products in a timely manner. Today, the first batch of 85 equity index funds have been included in the catalogue of personal pension investment products, including 78 products that track various broad-based indexes and 7 products that track dividend indexes, including the Shanghai and Shenzhen 300 Index, the CSI A500 Index, the Growth Enterprise Market Index and other common index funds, index enhancement funds and ETF linked funds.


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.Affected by this, on the other hand, the directions of humanoid robots, Sora concepts, consumer electronics, etc., which were partially active two days ago, have temporarily fallen back or fallen into adjustment after they surged in early trading.Judging from the news released by various media platforms at that time, the big news that the market was most concerned about and looking forward to has not yet landed, but it did bring good news-"the personal pension system has been pushed to the whole country."

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