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3. Tomorrow's sharp rise and general increase of China stock index will be a good opportunity to switch positions and exchange shares.Operational recommendations:3. Tomorrow's sharp rise and general increase of China stock index will be a good opportunity to switch positions and exchange shares.

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.Opening at 3500 tomorrow, interpretation of economic conference3. Emphasis on stabilizing the property market and the stock market. Beijing rarely mentions the stock market, showing its importance.

Opening at 3500 tomorrow, interpretation of economic conference1. 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.My interpretation and evaluation: