Founder Securities pointed out that since the the Political Bureau of the Communist Party of China (CPC) Central Committee meeting in September, various localities have implemented a package of incremental policies, and with the recent introduction of a series of favorable policies, the momentum of economic development has been improving. At present, the PE-TTM of Shenwan food and beverage sector is 21.13 times, and the valuation quantile in the last three years is only 12.9%, and the valuation quantile in the last five years is 7.8%. The policy catalysis drives the sentiment of the sector to improve, and we are optimistic about the layout opportunities at the bottom of the sector, focusing on the pro-cyclical segmentation sectors such as catering supply chain and head liquor.A50, Hong Kong stocks mutation! A-share heavy volume, large consumption, collective pull-up and active AI application conceptLarge consumption collective pull-up
In terms of industry, OpenAI announced that it will announce new products and functions for 12 consecutive working days starting from December 5. At present, the official version of o1, ChatGPTPro, enhanced fine-tuning and other functions have been released.Large consumption collective pull-upA50, Hong Kong stocks mutation! A-share heavy volume, large consumption, collective pull-up and active AI application concept
Large consumption collective pull-upIn addition, FTSE China A50 index futures dropped sharply, closing down more than 3.5%.In the retail sector, Yonghui Supermarket, Jiajiayue, Dongbai Group, Youhao Group and Zhongbai Group have daily limit.