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Judging from the changes in the leading plate in the past two days, market speculation is (or has been) fully turned to consumer themes.Before 10:50, the market continued yesterday's pattern, that is, "shrinkage+narrow range shock", but it did not fall much. During this time, the amplitude of Wandequan A was only in the early 0.3%, less than half of yesterday.

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.To put it simply, this is a positive for A shares, which belongs to the category of "incremental funds coming".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.

A shares have changed again! Is the big news coming?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.Don't forget to pay attention to praise and support Brother Hua after reading it.