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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.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.

My interpretation and evaluation:4. Putting the expansion of domestic demand before the development of new quality productive forces shows the adjustment of policy focus.

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.1. The contents of the meeting and the response from the external market will further boost market confidence, enhance the risk appetite of funds, and increase our chances and success rate of investing in financial markets.4. Putting the expansion of domestic demand before the development of new quality productive forces shows the adjustment of policy focus.