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2024-12-13 05:46:16

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).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.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.


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.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.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).


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.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.

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