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It was clearly stated in the conference draft in December: "We should vigorously boost consumption, improve investment efficiency and expand domestic demand in all directions", which shows that consumption will become the key point of policy! A series of policy support will be ushered in the future.If the future policy is further overweight and gradually effective, the leading valuation may still have room for repair, and it is expected that the subsequent fundamentals will stabilize and improve. Patiently waiting for the big consumption, big technology, the theme of commercial department stores, food and beverage, prefabricated vegetables, tourist hotels, media games and other categories to rise in rotation.

Yesterday, the Shanghai Composite Index fluctuated slightly. This morning, it continued this trend, showing the state of cowhide. In the morning, there was a small wave of diving, and even the decline of individual stocks was more obvious. However, in this state, the financial sector broke through, and banks, insurance companies and brokers rose rapidly, making the green market of the Shanghai Composite Index turn red directly, and closed up 22 points at noon. However, the volume has not been significantly enlarged. Judging from the current disk, the Shanghai Composite Index is relatively critical in this position. We have always stressed that to form a breakthrough in this position, not only the obvious continuous action of the weight plate is needed, but also the formation of a heavy-volume zhongyang line on the index, so that there can be some continuity in the future. If this situation does not appear, then this position is only a short-term behavior, and the probability of consolidation and then falling back is still relatively high. The current position is more critical, and such state coordination is needed. ..... From the plate that changed in the morning, neither brokers nor insurance companies currently have the state of flying directly up. Of course, it is not advisable to fall deeply or excessively at this time. The current position is relatively low, and there has been no significant increase in the past month. From the perspective of investment income, there is a need for a certain degree of configuration behind the Baishui plate. In addition, other plates are still divided. Judging from the closing situation in the morning, no matter the number of stocks that rose by 5% or the number of stocks that rose by 3%, the performance of the Shanghai Composite Index was not as strong, that is, the weight plate played a major role this morning.A sudden emergence! At the end of the session, finance suddenly rose! Want to break through?Weight up, to break through?

It was clearly stated in the conference draft in December: "We should vigorously boost consumption, improve investment efficiency and expand domestic demand in all directions", which shows that consumption will become the key point of policy! A series of policy support will be ushered in the future.