英大策略专题（2024年第14期，总第59期）：稳楼市有利于股市向好发展

Group 1 - The report emphasizes that stabilizing the real estate market is beneficial for the stock market's positive development, suggesting that long-term investors should favor undervalued blue-chip assets with "hard technology" capabilities in A-shares while maintaining a standard or lower allocation to real estate assets [1][1][1] - The report indicates that the domestic real estate market is stabilizing, which is expected to support macroeconomic recovery, with a low likelihood of a significant resurgence in housing prices [1][1][1] - The report notes that the recovery in real estate stocks may signal the emergence of a historical bottom, leading to a shift in investor sentiment from bearish to bullish regarding real estate stocks [1][1][1] Group 2 - The report highlights that the trade surplus for October reached $95.72 billion, marking a significant increase from the previous value and setting a new high for the past four months [20][20][20] - It is projected that the trade surplus for 2024 is likely to reach a historical high, with the cumulative trade surplus from January to October amounting to $785.26 billion, which is also a record for the same period [24][24][24] - The report discusses the potential impact of the U.S. presidential election on global and U.S. macroeconomic trends, suggesting that Trump's policies may lead to mixed outcomes for the economy [27][27][27]