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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%.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.

4. The persistence and strength of the market will mainly depend on the performance of the big financial brokers and the length of the K-line of the stock index entity.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.4. The persistence and strength of the market will mainly depend on the performance of the big financial brokers and the length of the K-line of the stock index entity.

3. Emphasis on stabilizing the property market and the stock market. Beijing rarely mentions the stock market, showing its importance.2. In my opinion, the advantages are mainly reflected in the fact that the management will continue to adhere to the general direction of expanding reform and opening up and vigorously developing the economy, and the loose monetary policy and proactive fiscal policy are also appropriate. It is my expectation to increase and improve people's livelihood and enhance people's sense of gain, happiness and security. I think this content is good, and the key lies in the implementation of specific measures and policies to achieve the above goals. Therefore, the content of the follow-up meeting may be more critical.3. Tomorrow's sharp rise and general increase of China stock index will be a good opportunity to switch positions and exchange shares.