Xiaopeng surged against the sky last night, driving auto stocks in both Hong Kong and the US to soar. Many people think the performance is favorable, but in fact more is still a recovery in consumption after the easing of trading measures.Real estate and carsThey are the two blocks with a greater weight in the real economy's consumption. The first three arrows are directed at real estate.Many people speculate whether the fourth one is likely to shoot at the carThe market game and the fuel vehicle purchase tax exemption policy are expected to continue. As to whether the NEV subsidy expires at the end of the year and a new policy will be introduced, I think there is still a high probability. The Economic Daily also said that “it is not an incentive policy exit”, so everyone can look forward to the new automobile policy in the future market
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