和讯投顾郑镇华：消息均为利好，4000点后如何走？

Core Viewpoint - The recent announcements from the Federal Reserve and the launch of a strategic fund by state-owned enterprises are expected to positively impact the A-share and Hong Kong markets, leading to a revaluation of Chinese assets and a strengthening of the Renminbi [1] Group 1: Federal Reserve Announcement - The Federal Reserve has cut interest rates by 25 basis points and will cease balance sheet reduction starting December 1 [1] - This decision is anticipated to have a strong influence on the A-share and Hong Kong markets, particularly in terms of asset revaluation [1] Group 2: Strategic Fund Launch - The state-owned enterprise strategic emerging industry fund has been initiated with an initial scale of 51 billion [1] - This fund is expected to have a long-term positive impact on the sectors outlined in its planning, although the effects will not be immediate [1] Group 3: Market Outlook - Overall, the three major announcements are viewed as favorable for the market, but there are concerns about insufficient trading volume as the index approaches 4000 points [1] - Investors are advised to adopt a cautious approach and avoid aggressive trading strategies in the short term [1]