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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.What happened?

According to the E Fund, the full implementation of individual pension will bring about the continuous expansion of the participants and the steady growth of the overall investment scale, thus bringing more incremental funds with long-term properties to the capital market. This will help optimize the capital structure of the financial market, promote the benign interaction between the capital market and the real economy, and help the high-quality development of the financial market.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.

Affected by this, on the other hand, the directions of humanoid robots, Sora concepts, consumer electronics, etc., which were partially active two days ago, have temporarily fallen back or fallen into adjustment after they surged in early trading.Judging from the changes in the leading plate in the past two days, market speculation is (or has been) fully turned to consumer themes.However, as mentioned above, the big news that all parties in the market are holding their breath most at the moment is undoubtedly the draft of an important meeting.