The Zhitong Finance App learned that Guotai Junan released a research report saying that if spending power improves as scheduled, it is recommended to focus on the performance flexibility of relevant brands and manufacturing leaders. Although the forms of consumer stimulus policies in the US and China are different, the logic of end consumer behavior is similar, and the US situation may have reference significance. As trade-in subsidies and related policies advance, if domestic consumer consumption improves as scheduled, it is recommended to pay attention to the performance and valuation flexibility of brands and leading manufacturing companies in the relevant sector.

The Zhitong Finance App learned that Guotai Junan released a research report saying that if spending power improves as scheduled, it is recommended to focus on the performance flexibility of relevant brands and manufacturing leaders. Although the forms of consumer stimulus policies in the US and China are different, the logic of end consumer behavior is similar, and the US situation may have reference significance. As trade-in subsidies and related policies advance, if domestic consumer consumption improves as scheduled, it is recommended to pay attention to the performance and valuation flexibility of brands and leading manufacturing companies in the relevant sector.