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2024-12-14 00:53:10

At about 10:50 am, today's disk can be divided into two stages:Judging from the changes in the leading plate in the past two days, market speculation is (or has been) fully turned to consumer themes.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.Judging from the changes in the leading plate in the past two days, market speculation is (or has been) fully turned to consumer themes.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.


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

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