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2024-12-13 05:03:31

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.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.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.


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.As far as the market is concerned, it is expected that there will be something unexpected when the meeting is held. Now the meeting has indeed produced some very exciting contents, which will help us break the current pattern and usher in a new rising market.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.


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.

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