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Operational recommendations:2. It is expected that the Shanghai stock market will open above 3,500 points tomorrow. If it opens above 3,550 points, it is not recommended to chase up. For heavy investors, you can consider cashing in some chips when you are high, and then waiting for companies with good mid-line layout after falling back.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%.2. It is expected that the Shanghai stock market will open above 3,500 points tomorrow. If it opens above 3,550 points, it is not recommended to chase up. For heavy investors, you can consider cashing in some chips when you are high, and then waiting for companies with good mid-line layout after falling back.1. 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.

Operational recommendations:4. Putting the expansion of domestic demand before the development of new quality productive forces shows the adjustment of policy focus.My interpretation and evaluation: