Market hotspots welcome rotation between high and low sectors, which will lead in real estate, rare earth, and stablecoins?

Track the entire lifecycle of the main Sector.

cls.cnJul 10 21:16 ET

Wall Street discusses the surge in real estate stocks: Under policy expectations, "bad news is good news."

The National Development and Reform Commission has clearly allowed cities with population Inflow to use ultra-long-term special government bonds and local special bonds to acquire existing housing and idle land. Morgan Stanley stated that this is the first time central funds have alleviated issues in real estate, which will provide short-term Bullish for the Sector. HSBC also believes that the recent strong rebound of the ZHONGGUODICHAN Sector is mainly due to investors' rapid reconstruction of policy expectations, "bad news is good news."

wallstreetcnJul 10 21:09 ET

The Central Finger Research Institute: Policy easing and financing constraints highlight the financing advantages of leading real estate companies.

In the first half of 2025, good cities and good Real Estate projects continue to have good sales, but the overall Real Estate market still faces certain pressures.

Zhitong FinanceJul 10 19:36 ET

According to the Finger Research Institute: In the first half of the year, the land transfer fees in 300 cities increased by 27.5% year-on-year, with core cities seeing high premiums, while third and fourth-tier cities fell slightly.

The Zhongzhi Research Institute expects that in the second half of the year, the land market will continue the "quantity reduction and quality improvement" model, with core plots in hot cities like Beijing, Shanghai, Shenzhen, Hangzhou, and Chengdu potentially maintaining high premium transactions due to their scarcity, while land transactions in most third- and fourth-tier cities will continue to be mainly conducted at the base price.

Zhitong FinanceJul 9 19:50 ET

JPMorgan is bullish on China's "capacity reduction": it will be bullish for the stock market, especially for leading companies in the New energy Fund and real estate.

Many Wall Street investment banks are Bullish on China's "anti-involution" policy. Following Goldman Sachs, JPMorgan stated that China's "capacity reduction" policy may boost the stock market. Recently, the Sixth Meeting of the Central Financial and Economic Affairs Committee emphasized the need to govern low-priced and disorderly competition among enterprises in accordance with the law, and to promote the orderly exit of outdated capacity, signaling a new anti-involution policy from the national level. At the same time, several industry associations, including steel, Cement, Battery, and plastic processing, have also launched calls for "anti-involution." On July 9, JPMorgan's latest Research Reports indicated that if the Chinese government's policy to curb capacity overcapacity is properly implemented, it will have a positive impact on the stock market and global trade.

wallstreetcnJul 9 03:00 ET

Hong Kong stocks are moving | Mainland property stocks collectively rise. Guangzhou will implement the "commercial to public loan" policy. Institutions are Bullish on the real estate sector accelerating its stabilization process.

Chinese property stocks have collectively risen. As of the time of writing, R&F PROPERTIES (02777) is up 6.86%, trading at 1.09 Hong Kong dollars; AGILE GROUP (03383) is up 5.95%, trading at 0.445 Hong Kong dollars; SINO-OCEAN GP (03377) is up 4.65%, trading at 0.09 Hong Kong dollars.

Zhitong FinanceJul 2 21:42 ET