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Everyone knows that consumption is the face of the king of consumption-liquor plate, but if I show you the weekly chart of liquor plate, you will understand why I have always been cautious about this plate.Everyone knows that consumption is the face of the king of consumption-liquor plate, but if I show you the weekly chart of liquor plate, you will understand why I have always been cautious about this plate.Today's leading industries are all from the consumer sector. The surge in consumption is undoubtedly a rush to run the meeting, but unfortunately, the news of this meeting has just landed at 20 o'clock, and there is no reference to consumption exceeding expectations.

Everyone knows that consumption is the face of the king of consumption-liquor plate, but if I show you the weekly chart of liquor plate, you will understand why I have always been cautious about this plate.Today, when I saw that those who sell kitchen utensils, diapers, pine nuts and duck necks are all soaring, I saw that more of them are risks. I don't think these things are going to be reversed. This kind of hype must be that risks outweigh opportunities. I have read all three of their quarterly reports, and it is definitely an indescribable dangerous smell.So how should we treat the opportunities and risks in the current market? Let me tell you my views.

I don't want to argue about right and wrong here, but let everyone understand the current market style. The current market is no longer the semiconductor, medicine, liquor, new energy, automobile, brokerage, food and household appliances and orderly rotating market before 2021. Now the funds are all thieves. Thanks to the unprecedented liquidity, they are all staring at a theme concept, that is, a wave of fierce competition, and then the news will fall to the ground to bet who will have it. The smaller the ticket, the more favored it is by funds. Nobody wants to be sedan chair, the former white horse stock and blue chip stock. This is the market style at present and even for a long time to come.2) The consumer sector has risen, but it should be noted that the news of the meeting has landed!With regard to consumption, everyone knows the current consumption situation. The capital speculation, education, pet economy, cinema, snacks, millet economy, and the concept of Pinduoduo and Tik Tok are also confirming this logic. When I have time, I can talk more about the dilemma we are facing. That is to say, you should not just watch the excitement, but understand the current consumption situation, which is no longer a house, a car, home appliances, and a rough road.