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Brokerage morning meeting highlights: Consumer inclination is expected to rise, selecting four major investment lines.
In today's Brokerage morning meeting, HTSC stated that Consumer preferences are expected to rise, favoring four major investment lines; China International Capital Corporation believes that AI Agents may reshape the Internet ecosystem by taking over mobile phones; China Securities Co.,Ltd. proposed to focus on the implementation and technological breakthroughs of AI models in the eyewear sector.
In the past decade, the number of businesses related to Dining has steadily increased year by year, with a year-on-year growth of 6.25% in the registration volume for the first two months.
Jingu Financial News | According to media reports, this year, the Ministry of Commerce and other departments will hold the "Chinese Food Fair" event, launching over 120 special Dining promotion projects aimed at creating new hotspots for Consumer spending. This event integrates elements such as traditional festivals and peak Consumer seasons, innovating consumption models like "Dining + competitions" and "Dining + movies." According to Statistics, in 2024, China's Dining consumption will reach 5.57 trillion yuan, accounting for over 11% of the total retail sales of consumer goods, becoming the largest category by percentage. Data from Qichacha shows that in the past decade, the stock of related enterprises has steadily increased year by year; as of March 24, there are currently 16 Dining-related enterprises in the country.
How to grasp the main line in a volatile market? Technology and Consumer dual-driven may be key.
Yesterday, the market fluctuated throughout the day, with a single-day transaction volume shrinking by over 200 billion. After experiencing last Friday's significant rise in volume, the Index's decline in volume and retracement is also reasonable, and the subsequent view will still lean towards a fluctuating upward structure.
The market rebound has opened a new pattern, with Consumer finance taking turns to make efforts, and Technology stocks may face a restorative opportunity.
Last Friday, the market saw a significant rebound in trading volume, with the Shanghai Composite Index climbing back above 3400 points. After experiencing violent fluctuations in the middle of last week, the market again showed signs of breaking upwards. Although this does not mean that a new round of index-driven market movements will immediately begin, it fundamentally alleviates the concerns over the previous breakdowns, and the subsequent view should still be focused on a structure of oscillation upwards.
Brokerage morning meeting highlights: The special plan to promote consumption has been implemented, bullish on the opportunity for consumer revaluation.
At today's Brokerage morning meeting, HTSC stated that the special plan to promote Consumer spending is being implemented, and they are Bullish about the opportunities in Consumer reevaluation; GTJA believes that Consumer expectations are Diffusing, highlighting the growth value of Snack Food; China Securities Co.,Ltd. pointed out the importance of focusing on the direction of first-quarter report prosperity, with "AI+" remaining the core main line in the medium term.
Brokerage morning meeting highlights: There is still significant room for improvement in China Consumer, with service consumption having more space than Commodity consumption.
At today's Brokerage morning meeting, Tianfeng stated that Hong Kong stocks still have appeal for mainland investors from a configuration perspective; China Securities Co.,Ltd. predicted that the growth momentum of construction machinery domestic sales is expected to continue in March; China International Capital Corporation believes that there is still significant room for improvement in Consumer spending, and the space for service consumption is greater than that for Commodity consumption.
