Consumer scene repair, Hong Kong Stock Connect Consumption ETF (513960) continues to get net inflow of funds!

Today, the Hong Kong stock market shocks.In the afternoon, Hong Kong Stock Connect Consumption ETF (513960) fluttered green, down 1.4%.The fund has continued to get net inflow of funds since last week, and has attracted great attention from investors!Among individual stocks, Jinshan Software and Jiu Maojiu rose more than 1%; Bubble Mart fell more than 5%, JS Global Life and Great Wall Motors fell more than 4%, and the overall declined more.

Guoxin Securities said that the consumer scenarios have been steadily restored, and the trend of demand margin improvement is obvious.With the introduction of consumption policies, catering consumption scenarios have gradually recovered. In August, catering retail sales were 374.8 billion yuan, an increase of 8.4%year -on -year. It is recommended to continue to pay attention to the recovery of the demand for catering supply chain.It is recommended to actively deploy high performance determination targets.From a fundamental perspective, 2022Q2 is a low point of consumer demand, and it may show the "front low and high" trend throughout the year.From an emotional point of view, the performance of Mid -Autumn Festival is basically in line with expectations, and the emotional of the waiting consumer sector ushered in the upward turn.

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