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To put it simply, this is a positive for A shares, which belongs to the category of "incremental funds coming".Even in the afternoon, the market sentiment continued to pick up. Although the level of individual stocks was not generally rising, the index still fluctuated and strengthened, and the number of daily limit households increased significantly compared with that in the morning.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.

In terms of sectors, retail, ice and snow industry, food processing and insurance were among the top gainers, while humanoid robots, Sora concept, mask aligner and steel were among the top losers.At about 10:50 am, today's disk can be divided into two stages: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.

Judging from the changes in the leading plate in the past two days, market speculation is (or has been) fully turned to consumer themes.Don't forget to pay attention to praise and support Brother Hua after reading it.Even in the afternoon, the market sentiment continued to pick up. Although the level of individual stocks was not generally rising, the index still fluctuated and strengthened, and the number of daily limit households increased significantly compared with that in the morning.