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

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. 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.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: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.