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2024-12-14 06:29:47

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".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.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).


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.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.


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".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".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".

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