Generally speaking, the expression of this meeting exceeded the market expectation, and the most important keywords were "unconventional", "stabilizing the property market and stock market" and "moderately loose".There is no doubt that our market has opened higher in this regard. As for whether it will open higher and go higher, or whether it will go higher after going high and falling back, or whether it will open higher and go lower as it did on October 8, we need to look at the market's reflection.No matter what kind of trend, since the market has chosen to break through this triangle accumulation, especially the triangle accumulation is just two months, it will not end the rise at once, not to mention the good blessing. This place is not suitable for chasing high, but more suitable for holding positions.
The Hang Seng Index rose by 2.76% and the FTSE A50 Index rose by 4.6%, which shows that the content of the meeting is very unexpected, and it is necessary to limit the funds of foresight to respond in advance, which means that our market will usher in a big rise tomorrow, and it is basically certain to open higher.I believe that after the close, everyone paid attention to yesterday's meeting, which was very positive and inspiring. At the same time, the prophetic Hong Kong stocks and FTSE A50 index both surged.Long-term direction: real estate, kitchen appliances, chicken raising, food, zinc, good free cash flow, high dividends, high dividends, and growth (don't blindly pursue high dividends, be wary of varieties with high dividends and low dividends, and wait for the callback to stabilize and intervene).
As far as the market is concerned, it is expected that there will be something unexpected when the meeting is held. Now the meeting has indeed produced some very exciting contents, which will help us break the current pattern and usher in a new rising market.This meeting is more clear about the deployment of the capital market, and its position is relatively high, indicating that it is necessary to "stabilize the property market and the stock market", which is directly beneficial to the capital market and the real estate market.According to the analysis of relevant market participants, the overall tone of this meeting is positive, indicating that "a more active and promising macro policy will be implemented next year", indicating that on the basis of the current policy, the overweight of the overall policy will continue. At the same time, the major conference mentioned the word "extraordinary" for the first time, or indicated that the follow-up policy measures would be more diversified.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13