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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).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.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.

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.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.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.