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Operational recommendations: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.2. After eleven years, the loose monetary policy is proposed again. Compared with the previous prudent policy, this easing will be more significant.

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