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If the future policy is further overweight and gradually effective, the leading valuation may still have room for repair, and it is expected that the subsequent fundamentals will stabilize and improve. Patiently waiting for the big consumption, big technology, the theme of commercial department stores, food and beverage, prefabricated vegetables, tourist hotels, media games and other categories to rise in rotation.Weight up, to break through?

Weight up, to break through?It was clearly stated in the conference draft in December: "We should vigorously boost consumption, improve investment efficiency and expand domestic demand in all directions", which shows that consumption will become the key point of policy! A series of policy support will be ushered in the future.

Weight up, to break through?From the perspective of looking at the market, it can't be said that the market will fly directly up, so the definition is still early, and the market still needs consolidation in this position, but it has fallen back in the past two days, and this position has not fallen deeply. Look at the angle of the disk and operation, just stare at 3400 points. If this position is not broken, there will be no obvious risk of falling back, that is, shock, and you can do more cautiously; However, if it is broken, this trend will be wrong. To show a significant decline, some companies should lighten their positions. Before the obvious breakthrough, the position still needs obvious control.