$BEKE-W (02423.HK)$ Last night, international markets saw di...
$BEKE-W (02423.HK)$ Last night, international markets saw different signals. The Japanese yen appreciated significantly, while expectations of a US interest rate cut increased significantly. However, leading technology stocks experienced a decline. This is abnormal. The biggest advantage of a US interest rate cut is for Hong Kong, which currently has the lowest valuation in the global market. If interest rates are cut, capital will flow to markets with low valuations, high growth potential, and strong security. The Hang Seng Index opened very strongly today, with a significant gap up, indicating a large inflow of funds. You can focus on the stock HK2423Beke, which is the best real estate agency. The logic is that China's current economy needs to revitalize the entire real estate chain. Because real estate is the leading sector of China's economy, it has been greatly affected by the US's aggressive interest rate hikes. This is an internal issue. Recently, the US and Western countries have imposed heavy tariffs on Chinese electric vehicles, mainly to undermine China's foreign trade. The share of car exports in China's foreign trade is very high. When facing external pressure, the economy can only be stabilized through internal integration. This is a necessary step. To activate the real estate market, debt must be transferred, moving the debt of enterprises to individuals. The only way to do this is to increase prices and reduce inventory. Real estate transaction volume will inevitably increase, which is a great advantage for mid-priced properties. At the same time, it can avoid the risk of excessive debt for real estate companies. The certainty of this logic is very high and can provide speculative funds with a very good trading opportunity. For questions or cooperation, PM @depths95
Funds have support and there is continuity in the upward movement, and this is a characteristic of institutional funds.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment