Hold for the medium to long term

Today, my friends in the country are all very excited. On the eve of the National Day of the 11th, a number of heavy-weight policies were announced at the same time, bringing many bullish signals to the market, and Chinese concept stocks rebounded all the way. I have been closely following the market situation all day, and only now my excited and tense emotions have slightly subsided. I will seriously share my views with everyone here.
Previously, due to the news of the USA interest rate cut, the US dollar continued to decline, while the Chinese Renminbi correspondingly appreciated, further enhancing purchasing power. Based on this, I have discussed with friends before that the Hang Seng Index may encounter resistance when rising to around 18,500-18,600 points, suggesting profit-taking. At the same time, I am looking forward to Mainland China following the US interest rate cut, no longer keeping interest rates unchanged to maintain Renminbi exchange rate stability, but instead taking interest rate reduction measures to release liquidity to stimulate the domestic economy.
The policy introduced by China to simultaneously lower the interest rates on existing home loans and unify the minimum down payment ratio for home loans aims to guide commercial banks to adjust existing home loan rates to levels close to those of new home loans, which undoubtedly constitutes a major bullish news for the real estate sector, indicating that the future real estate market and domestic demand are expected to gradually recover with the implementation of economic stimulus policies.global sectorsform a major bullish news, indicating that the future real estate market and domestic demand are expected to gradually recover with the implementation of economic stimulus policies.
Non-farm payroll data reflects a softening trend in the US economy,and the Federal Reserve has hinted that there is a chance of another 0.5% interest rate cut later this year (I think the possibility is high).If this scenario comes true, it will be bullish news for A-share and Hang Seng Index, and some funds may also flow back from the US stock market. In fact, I had previously forecasted the short-term trend...