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

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.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).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.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".