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6. The layout direction remains unchanged, focusing on real estate and consumption in the short term; The mid-line focuses on low-altitude economy, AI applications, semiconductors, and new energy batteries.1. In 2025, a proactive fiscal policy will be implemented that exceeds market expectations. It is estimated that the fiscal deficit ratio will exceed 4%, and I predict it will be about 4.5%.5. If the stock index trend goes up and down, don't worry too much, and the follow-up opportunities may still be in the track stocks.

3. Tomorrow's sharp rise and general increase of China stock index will be a good opportunity to switch positions and exchange shares.4. Putting the expansion of domestic demand before the development of new quality productive forces shows the adjustment of policy focus.2. After eleven years, the loose monetary policy is proposed again. Compared with the previous prudent policy, this easing will be more significant.

Operational recommendations:Opening at 3500 tomorrow, interpretation of economic conference1. The contents of the meeting and the response from the external market will further boost market confidence, enhance the risk appetite of funds, and increase our chances and success rate of investing in financial markets.