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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.3. Tomorrow's sharp rise and general increase of China stock index will be a good opportunity to switch positions and exchange shares.3. Emphasis on stabilizing the property market and the stock market. Beijing rarely mentions the stock market, showing its importance.

Operational recommendations:2. It is expected that the Shanghai stock market will open above 3,500 points tomorrow. If it opens above 3,550 points, it is not recommended to chase up. For heavy investors, you can consider cashing in some chips when you are high, and then waiting for companies with good mid-line layout after falling back.

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