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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?

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.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).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.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.