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2024-12-14 01:16:42
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Consumer stocks were a little strong in early trading, which was mainly due to the early deduction of favorable expectations, because this time consumption was put in the first place, even ahead of technology, which showed that it was real, not just talk.4. Consumption is also moving.


1. The overall situationIs it a chance to enter in the afternoon?The turnover is more than 1.5 trillion yuan every day, which is a proper bull market, so there is no need to doubt it! There were 150 daily limit yesterday, and there is no doubt that there are more than 100 daily limit today. What else do you want? Don't stare at the index all day, forget the index and look for opportunities!


Many people stare too much at the index and are blinded by the illusion. Although the 10.8-day high has never passed, but if you look at individual stocks, two-thirds of them have exceeded the 10.8-day high, and the market has not yet broken through, which is the drag of Baima heavyweights!After the Federal Reserve cut interest rates all the way, we have more and more room to move. I expect that the RRR cut and interest rate cut will follow in 2025, further stimulating the economy and the stock market. Both at home and abroad are loose, and the market will be flooded with money. The bull market in 2025 is obvious!In the consumer industry in general, stimulating consumption is definitely one of the key points, because it is impossible to stabilize the stock market and the property market only by releasing water. In addition, consumption is relatively low, so the stock price of the consumer industry lags behind, but it is not a disadvantage, but an advantage!

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