diamondreelscasinonodepositbonus| Sudden! Will a wave of "Good +" hit again?

　　行情大好！

　　今天早盘，港股内房股多数走强，汽车股更是大幅走高。众所周知，房地产和汽车是拉动经济diamondreelscasinonodepositbonus的两大动力。很显然，当下市场对于这两大动力抱有较大期待。而一旦这两大动力启动，经济活力会明显提升，进而带动消费。

　　从市场演绎的路径来看，在地产和汽车大幅拉升之后，消费、游戏等板块也随即跟上。与此同时，人民币汇率亦是大幅拉升。近7个交易日已经拉升800点。

　　而就在刚刚，房地产又有大利好传来。5月3日，上海市房地产行业协会、上海市房地产经纪行业协会积极响应第五届上海“五五购物节”，联合倡议在上海市发起商品住房“以旧换新”活动。

　　那么，在这种背景之下，一波行情是否开启？

　　两翼齐飞的格局

　　继本周四大涨之后，周五（5月3日），港股盘初再度拉升，恒指涨超2%，恒生科技指数涨超4%。从上涨结构来看，地产和汽车两翼齐飞，体现了市场对经济的期待。

　　今天早盘，港股内房股集体大涨，旭辉控股集团（00884diamondreelscasinonodepositbonus.HK）一度大涨6.58%，中国城市基础设施、易居企业控股、领悦服务、贝壳等后来居上。

　　早盘，汽车股亦是一度大爆发。小鹏汽车（09868.HK）一度涨超9%，理想汽车（02015.HK）一度涨超6%，零跑汽车（09863.HK）、广汽集团（02238.HK）、吉利汽车（00175.HK）皆一度涨超3%，比亚迪股份（01211.HK）、蔚来汽车（09866.HK）亦一度涨超2%。随后，皆有所回落，但仍保持一定强势。

　　香港股市周四收盘大涨后，美国纳斯达克中国金龙指数周四收盘狂拉逾6%，创去年11月底以来收盘新高，小鹏汽车 （XPEV.US） 、哔哩哔哩飙涨逾15%，贝壳暴涨逾12%，金山云、京东（JD.US） 狂涨逾11%，高途、理想汽车（LI.US）骤涨逾10%，微博 （WB.US） 涨逾8%，百度（BIDU.US） 、好未来（TAL.US） 涨逾7%，蔚来（NIO.US） 、阿里巴巴（BABA.US） 涨逾6%。

　　在港股和中概股上涨的同时，人民币汇率亦大幅拉升。最近7个交易日，人民币汇率狂拉超800点，今天更是一举突破了7.2和7.19两大重要关口。A50的表现亦较为强劲。

　　重磅利好再度传来

　　地产回暖，则经济回暖；地产预期转暖，经济预期亦会转暖。今天，房地产又有重磅利好传来。

　　5月3日，上海市房地产行业协会、上海市房地产经纪行业协会积极响应第五届上海“五五购物节”，联合倡议在上海市发起商品住房“以旧换新”活动。该活动旨在通过“以旧换新”模式，方便居民置换住房，更好地支持居民合理的梯度置业需求。

　　本次“以旧换新”活动，主要针对计划出售二手住房并购买新房的购房居民。购房居民先与房地产开发企业达成购买新房的意向，再由房地产经纪机构优先推动其旧房交易，旧房成功出售后按约定完成新房交易。首批参加倡议的房地产开发企业20余家，房地产经纪机构近10家。首批参加倡议的项目30余个，主要分布在嘉定、松江、青浦、奉贤、临港等区域。参加“以旧换新”活动的房地产开发企业承诺，在一定期限内，旧房未成功出售的，购房居民可以无条件“退房退款”；房地产经纪机构承诺，对购房居民的旧房“全城推、优先卖”。活动期间，上海市房地产行业协会倡议房地产开发企业加大优惠力度，为“以旧换新”居民提供相应的优惠；上海市房地产经纪行业协会倡议房地产经纪机构，为“以旧换新”居民提供专属优惠服务。

　　同时，为给购房居民提供更多选择和保障，本次“以旧换新”活动，由相关平台（乐居好房）为各方主体提供专业服务，包括为达成购买新房意向的居民提供资金临时托管等便民服务，为开发企业和经纪机构提供大数据服务等。本次“以旧换新”活动是在部分房地产开发企业和经纪机构已有举措的基础上，进一步扩大参与范围，增加服务事项，规范服务流程，提高服务效率。上海市房地产行业协会、上海市房地产经纪行业协会希望更多的开发企业、经纪机构参与进来，共同为“以旧换新”居民提供更加优质的服务。

　　上海的地产政策更具有信号意义。而且，此次“倡议”发生在4月底的重磅会议之后。在此次重磅会议中，对于房地产的表述是：强调“压实地方政府、房地产企业、金融机构各方责任”。同时，“统筹研究消化存量房产和优化增量住房的政策措施”，重点转向房地产去库存，对于房地产高质量发展的关注度提升。在地方政府债务风险化解方面，本次会议对于债务高风险省份和市县提出要“既真正压降债务、又能稳定发展”。那么，怎么去库存呢？一是已经传出的国资收储；二是放松各种限购。

　　或意在长远

　　短期利好不断，但从市场上涨的力度和成交量来看，可能意在长远。

First of all, "patient capital" means, to some extent, long-term. The Politburo meeting at the end of April stressed the need to "actively develop venture capital and strengthen patient capital" and "continue to promote the reform of small and medium-sized financial institutions and take various measures to promote the healthy development of the capital market." Zhongtai Securities believes that patient capital refers to the capital that focuses on medium-and long-term investment, adheres to value investment and responsible investment, and does not take short-term trading profits as the purpose. In the primary market, "patient capital" mostly refers to private equity funds with medium-and long-term investments. For the secondary market, pension, insurance funds, industrial capital and other long-term funds are "patient capital", which is the "ballast stone" of the capital market.

Secondly, the market has high expectations for promoting the adaptation of production relations and productive forces. The meeting of the political Bureau proposed that with the reform of the economic system as the traction, the promotion of social fairness and justice and the well-being of the people as the starting point and goal, we should pay more attention to system integration, highlight key points, and pay more attention to the actual results of the reform. we will promote better adaptation between production relations and productive forces, superstructure and economic base, national governance and social development, and provide a strong driving force and institutional guarantee for Chinese-style modernization.

Third, a new cycle may be coming. In the past few years, the economic performance of the developed countries in the periphery has been outstanding, but as the monetary policy of the United States continues to tighten, there are also some problems in their economies. Against this background, China's economy has seen an obvious recovery. Moreover, under the background that the expectation of the Fed's interest rate cut is still unclear, the Politburo meeting proposed that policy tools such as interest rates and deposit reserve ratio should be flexibly used to increase support to the real economy and reduce social comprehensive financing costs. Financially, it is necessary to issue and make good use of ultra-long-term special treasury bonds as soon as possible, speed up the issuance and use of special bonds, and maintain the necessary intensity of fiscal expenditure. It can be said that the liquidity should be better for some time in the future. This will undoubtedly create good conditions for China's economic development.