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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.Therefore, once there is any trouble in the news, the funds in the venue are willing to take the lead and play a game. The most direct direction is nothing more than those that have been hot for two days: consumption, finance, real estate and so on.Judging from the changes in the leading plate in the past two days, market speculation is (or has been) fully turned to consumer themes.

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.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.At about 10:50 am, today's disk can be divided into two stages:

To put it simply, this is a positive for A shares, which belongs to the category of "incremental funds coming".What happened?A shares have changed again! Is the big news coming?