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To put it simply, this is a positive for A shares, which belongs to the category of "incremental funds coming".However, as mentioned above, the big news that all parties in the market are holding their breath most at the moment is undoubtedly the draft of an important meeting.

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.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.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.

Judging from the changes in the leading plate in the past two days, market speculation is (or has been) fully turned to consumer themes.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".