Since the Economic Work Conference was held, A-shares have continued to weaken beyond expectations after a short-term rise, but in anticipation of the introduction of a steady growth policy, the old infrastructure index has remained strong, and the overvalued sector has declined significantly. Stand at the present moment and make a judgment. As the steady growth policy is gradually implemented, the old infrastructure sector is getting closer to a high point, and the opportunity for consumer stock layout has arrived. If you throw away old infrastructure, what should you buy? Recommended consumer sectors, especially food and beverage and consumer services, both of which have some room for restoration. The pandemic has undoubtedly been a key factor affecting the consumer sector in the past two years. Up to now, the Omicron outbreak doesn't seem to be as serious as expected; in addition, the overseas death rate is low, giving people confidence; again, the initial psychological impact will be huge, and it will decrease later. Since December, the food and beverage and consumer service sectors are expected to usher in a round of restoration if there are no new major changes in the epidemic.
The current further promotion of MSD generic drugs will accelerate the spread of the epidemic. Subsequent trillions of infections will be cured by directly buying oral medication to cure themselves, and there is an expectation that the economy will recover further. And consumption, as a race track, is worth watching and looking forward to $HK Consumer Goods (LIST1263.HK)$ $Food and Drink Concept (LIST0652.SH)$ $HAIDILAO (06862.HK)$ $YIHAI INTL (01579.HK)$