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In itself, our stock market is the expected advance. If the macro data related to actual consumption released next year is still relatively good, then big consumption can still go a wave.Yesterday's market continued to maintain the situation of rising more and falling less, and the volume of transactions was nearly 90 billion compared with Tuesday's volume. It was still unremarkable in the morning. The real reversal occurred after 11 o'clock, and the market launched a fierce upswing.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.

Market aspectIn fact, it can also be regarded as a balanced position of the game between long and short sides. Usually, it won't stay too long in such a position, and you can choose the direction soon, either continue to go up or adjust it again.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.

Strong rise of big consumption, new theme investment?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.In the big direction, it is only here that the triangle accumulation of two months has been broken, so even if the adjustment is in the process of rising, there is no need to worry too much, or the callback is still a good opportunity to buy.