Citic sec research reports stated that during the National Day holiday, the Hong Kong stocks silver sector showed relatively positive performance. Apart from funding factors, banks with a high proportion of real estate business are expected to benefit mainly from the expected improvement in quality under recent incremental real estate financial policies. Some retail and wealth business advantages are expected to benefit mainly from the recent "policy combination" stimulation and real estate boost expectations, as well as the recovery space for consumer and investment by residents. In addition, new real estate financial policies in various regions are being intensively optimized and implemented, which is expected to accelerate the alleviation of real estate industry risks and the improvement of bank asset quality. In terms of sector investment, the advancement of the "package deal" policy will help consolidate market recovery expectations, thereby solidifying the dividend value space of bank stocks, continuing the logic of financial product allocation, and the logic of absolute returns will continue.