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

It's not too late to look at big consumption now. You can actually get on the bus if you have a chance to make a callback. Especially at present, there is no new catalyst for big themes, so what you will see for a long time is the expectation of recovery and recovery. Many industries that were miserable before will also usher in spring with the continuous development of recovery.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).

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.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.