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2024-12-14 11:30:08

Looking at the distance, you can know that the wind and waves are small, and you will feel the sea level in the air!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!Looking at the distance, you can know that the wind and waves are small, and you will feel the sea level in the air!


In November, the CPI of the United States rose by 2.7% year-on-year and 0.3% quarter-on-quarter, which was in line with expectations. After the news was released, the market generally felt that the Fed might cut interest rates by 25 basis points in December, and the situation became clearer.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.


1. The overall situationAt present, more than 100 ETFs of CSI A500 are coming one after another, and no fund has ever had so many products. This is the biggest strength of the market's continuous strength and slow cattle!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.

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