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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).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".

If the market goes high and falls back, it is a good thing to take the opportunity to do some low-sucking. If it is high and high, it is only suitable for holding positions, not for chasing. Since the expected market on 10.8 has been reflected in the stock price, it is difficult to reproduce this trend this time. After all, after everyone has been fooled by chasing the quilt cover, they will definitely not be fooled again, so this time it will be much milder.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.If the market goes high and falls back, it is a good thing to take the opportunity to do some low-sucking. If it is high and high, it is only suitable for holding positions, not for chasing. Since the expected market on 10.8 has been reflected in the stock price, it is difficult to reproduce this trend this time. After all, after everyone has been fooled by chasing the quilt cover, they will definitely not be fooled again, so this time it will be much milder.

Hong Kong stocks and FTSE A50 skyrocketed! Where is A-share going?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.From October 8 to last Friday's breakthrough, this two-month triangle arrangement has basically come to an end. If the accumulation of Friday's breakthrough in this triangle is purely due to some uncertain factors, then this meeting will convey more than expected content, which will be able to consolidate the breakthrough trend here.