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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".Hong Kong stocks and FTSE A50 skyrocketed! Where is A-share going?Hong Kong stocks and FTSE A50 skyrocketed! Where is A-share going?

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.In terms of fiscal policy, it is said that "a more active fiscal policy should be implemented", and deficit ratio in narrow sense and broad sense is expected to expand obviously. Monetary policy changed to "moderate easing" for the second time since 2008.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".

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).