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At present, large consumption has become the main line, especially the varieties mainly based on food and beverage have become the vanguard of the market rebound, followed by household items, kitchen and bathroom appliances, etc., which are mainly based on the expected industrial chain of real estate improvement. There are not only policies to boost consumption and stabilize the stock market and property market.Strong rise of big consumption, new theme investment?In itself, our stock market is the expected advance. If the macro data related to actual consumption released next year is still relatively good, then big consumption can still go a wave.

Long-term direction: real estate, kitchen appliances, chicken raising, food, zinc, good free cash flow, high dividends, high dividends, and growth (don't blindly pursue high dividends, be wary of varieties with high dividends and low dividends, and wait for the callback to stabilize and intervene).We must know that before the market saw the recovery of consumption, the actual situation was that we could not see the shadow of recovery, and the general large consumption was at a low level, so once there were very favorable expectations, it would definitely be more fierce.As far as the market is concerned, the rise is definitely popular with everyone, but at the same time, we also need to know that if we go further, November 8 and December 10 will be hit by a huge yinxian line. When we get near this position again, it will inevitably make some funds chasing high untie.

In addition, the end of the year is also a peak consumption season. Basically, everyone has the need to prepare new year's goods, which can definitely drive a wave of demand. Moreover, the position of the big consumption plate itself is relatively low, which naturally makes it easy to be favored by funds.We must know that before the market saw the recovery of consumption, the actual situation was that we could not see the shadow of recovery, and the general large consumption was at a low level, so once there were very favorable expectations, it would definitely be more fierce.Yesterday's market continued to maintain the situation of rising more and falling less, and the volume of transactions was nearly 90 billion compared with Tuesday's volume. It was still unremarkable in the morning. The real reversal occurred after 11 o'clock, and the market launched a fierce upswing.