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Strong rise of big consumption, new theme investment?Yesterday's market continued to maintain the situation of rising more and falling less, and the volume of transactions was nearly 90 billion compared with Tuesday's volume. It was still unremarkable in the morning. The real reversal occurred after 11 o'clock, and the market launched a fierce upswing.Market aspect

In fact, it can also be regarded as a balanced position of the game between long and short sides. Usually, it won't stay too long in such a position, and you can choose the direction soon, either continue to go up or adjust it again.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.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 fact, it can also be regarded as a balanced position of the game between long and short sides. Usually, it won't stay too long in such a position, and you can choose the direction soon, either continue to go up or adjust it again.As far as the market is concerned, the rise is definitely popular with everyone, but at the same time, we also need to know that if we go further, November 8 and December 10 will be hit by a huge yinxian line. When we get near this position again, it will inevitably make some funds chasing high untie.