Before the festival?The expectation of recovery is significantly warmed up, and the big consumption is fully recovered

In the generation of Z, Brother Z is the most realistic.

Today, the A -share is finally popular. The Shanghai Index has risen by more than 40 points today, an increase of 1.4%. At the same time, the GEM index rose more than 2%, rising for two consecutive days.

It is worth noting that today the market is significantly different from the early stage. It is not the "Sino" prefabricated stock stocks such as Petroleum and Sinopec, but a full rise in stocks, especially the full consumption. Hope. Brother Z believes that the recovery of large consumption originated from the significant heating of the recovery of the tourism industry. This strong expectation has spread to the entire consumption field with the rise of the tourist sector. The heating of emotions will help create a good atmosphere for the market before the National Day holiday. Therefore, boldly predict that the market before the holiday is basically stable.

This week is the last week before the National Day holiday. From the traditional experience, the National Day holiday is the last tourist season of this year, and the tourist sector should perform.

Yesterday, the main tourism ETFs in the A -share market rose by more than 3%, and today the increase expanded to 5%.

Look at the tourist hotel sector, Huatian Hotel, Lijiang Co., Ltd., Xi'an diet and other daily limit. Emeishan, Xi'an Tourism, Tianmu Lake, Zhongxin Tourism and Zhangjiajie have risen more than 7%.

Although tourism is only a branch in the entire large consumer field, through the recovery of tourism, many branches can be driven, such as aviation, catering, food, liquor, beer, commercial department stores and so on.

Therefore, the most significant change in the market today is that the entire large consumer track has become popular. Aviation stocks rose across the board, and Spring and Autumn Airlines and Baiyun Airport rose more than 6%. In addition, the food and beverage sector is a large daily limit.

In addition, beer and liquor have ushered in a sharp rise. Lanzhou Yellow River and Lehui International daily limit, heavy beer rose nearly 8%. In terms of liquor, alcoholic wine rose 7%, Wuliangye rose 5%, and Gujing Gongjiu increased by more than 4%.

In addition to the large consumer sector, medical equipment today also ushered in a blowout. Huada Intelligent Manufacturing 20cm daily limit, Dabo Medical, Shangrong Medical, Xinhua Medical and other daily limits. Weigao Orthopedic in the field of orthopedics rose by more than 13%today.

In terms of news, the State Medical Insurance Bureau recently stated that due to the immature clinical use of innovative medical devices, it is difficult to estimate the amount of use for the time being, it is still difficult to implement the method. In the process of concentrated band procurement, relevant departments will reasonably determine the proportion of band in accordance with factors such as clinical use, market competition pattern, and number of Chinese elected enterprises. Industry insiders said that in addition to the concentrated volume procurement, leaving a certain market to provide space for innovative products to develop markets, alleviating the market's concerns.

In addition, Dental Mao Tong Ce Medical's daily limit today. Recently, the oral implant system provincial provincial alliance concentrated band procurement office officially released the "Oral Planting System Concentration League Purchasing Procurement Announcement (No. 1)", which clarifies the procurement variety , Purchasing rules and subsequent work arrangements. People in the industry believe that with the collection of dental collections, Dawn of Tong Ce Medical and other companies is expected to come.

Next, Brother Z wants to talk about his views on the market before the last few days before the holiday. A few days ago, although the broader market continued to be sluggish, Brother Z's attitude was also very firm. It was believed that the low point of the market distance was not far away, so you don't have to be too pessimistic. To have trending reversal in the market, there is a Zhongyang line. At the end of the end today, the Shanghai Index rose 1.4%, the GEM index rebounded for two consecutive days. Today, the increase of 2.23%. From the perspective of the K -line entity length, it seems that there is still a little weak gap between the Zhongyang Line. However, I personally think that we can temporarily alleviate pessimism. Judging from the weekly line of the GEM index, it has indeed reached an important bottom position. This week. The performance of the GEM will be very critical. If the index weekly line can collect the long -body yang line this week, which means that the rebounding trend can be continued before the National Day, as long as the National Day will not appear obvious, then the festival will be after the festival. It is expected to usher in a weekly -level rebound.

Daily Economic News

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