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

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.Main contents: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%.

Main contents:My interpretation and evaluation: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.