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1. The wording of proactive fiscal policy and deficit shows the determination to exceed expectations, and other contents are basically in line with my expectations. It is reasonable for the market to interpret it as a major positive, and the positive reaction of foreign capital may be related to its large-scale layout of China assets and call options in the early stage.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.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.

4. Putting the expansion of domestic demand before the development of new quality productive forces shows the adjustment of policy focus.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.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.

1. The wording of proactive fiscal policy and deficit shows the determination to exceed expectations, and other contents are basically in line with my expectations. It is reasonable for the market to interpret it as a major positive, and the positive reaction of foreign capital may be related to its large-scale layout of China assets and call options in the early stage.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.