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2024-12-14 10:22:21

The big consumption sector has become the strongest main line of the market.Citic Securities said that near the Spring Festival, the superposition policy is expected to heat up, and consumption is expected to usher in a new round of rebound and repair. CITIC Securities suggested that the consumption allocation should be progressive from both offensive and defensive to flexible varieties. In terms of both offensive and defensive, we can pay attention to consumer internet, dairy products with low valuation and high return, and mass catering that are expected to be the first to stabilize; In the aspect of flexibility, the catering supply chain, alcohol, human resources services, hotels and so on with obvious pro-cyclical characteristics are considered.Institution: The "New Year's Market" configuration has a high winning rate.


Institution: The "New Year's Market" configuration has a high winning rate.Ping An Securities judges that the growth style of A-share market will be more flexible in 2025, and structural investment opportunities will increase.Institution: The "New Year's Market" configuration has a high winning rate.


Citic Securities said that near the Spring Festival, the superposition policy is expected to heat up, and consumption is expected to usher in a new round of rebound and repair. CITIC Securities suggested that the consumption allocation should be progressive from both offensive and defensive to flexible varieties. In terms of both offensive and defensive, we can pay attention to consumer internet, dairy products with low valuation and high return, and mass catering that are expected to be the first to stabilize; In the aspect of flexibility, the catering supply chain, alcohol, human resources services, hotels and so on with obvious pro-cyclical characteristics are considered.The big financial sector rose in intraday trading.A shares fluctuated higher, and the large consumer sector collectively strengthened.

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