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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.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.

Large consumption on the disk has become the strongest main line in the market, while most of the other hot spots have fallen back. More than 3,500 stocks in the whole market have risen, and more than 150 stocks have daily limit or increased by more than 10%. The turnover of Shanghai and Shenzhen stock markets was 1.87 trillion yuan, 90.5 billion yuan more than that of the previous trading day.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.At about 10:50 am, today's disk can be divided into two stages:

Judging from the changes in the leading plate in the past two days, market speculation is (or has been) fully turned to consumer themes.A shares have changed again! Is the big news coming?In terms of sectors, retail, ice and snow industry, food processing and insurance were among the top gainers, while humanoid robots, Sora concept, mask aligner and steel were among the top losers.