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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.The reason is that the personal pension system, which includes national debt and index funds into the product range, has been implemented nationwide since the 15th. This means that more incremental funds will enter the market, and the market will be ignited and launched a fierce upswing.

In fact, it can also be regarded as a balanced position of the game between long and short sides. Usually, it won't stay too long in such a position, and you can choose the direction soon, either continue to go up or adjust it again.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.

Strong rise of big consumption, new theme investment?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).