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. 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.My interpretation and evaluation:3. Tomorrow's sharp rise and general increase of China stock index will be a good opportunity to switch positions and exchange shares.
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.Opening at 3500 tomorrow, interpretation of economic conferenceOperational recommendations:
Strategy guide 12-13
Strategy guide