Positive release, real estate sector rose again

On May 20th, it is very obvious that the real estate logic lies in the blessing of the equity market. Although the domestic capital's response to the recent real estate policy is relatively flat, from the perspective of foreign capital, it is a big positive. From the perspective of the secondary market, consumer stocks have clearly strengthened. The logic of improving real estate will boost income expectations, and the inversion of income expectations is an important fulcrum for the strengthening of the price index. Therefore, this is also the starting point of the inflation logic. The fulcrum of the inflation logic is "pork". In early trading today, the pork index in the secondary market also rose sharply. < b > At present, most funds may not realize what this intensity of real estate policy means. The expectations released by these policies may not be limited to the real estate sector, but to boost the overall economic level. This also means that if the follow-up policy effect is less than expected, there will be stronger measures. In this process, the equity market does not rule out a process of rising.