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Let's talk about the plate again. Let's try to do certainty, look for certainty logic, and make plans at the end of this year's last point. For example, last week we said that institutions are very optimistic about tourism. In fact, everyone is familiar with the stimulation of tourism in winter. There is nothing new about an Asian Winter Games, which corresponds to a Dalian Shengya and a Changbai Mountain. These are all things stimulated by winning numbers's policies. Earlier, we told you that one of them is a Zhuang stock. Just take a research report from the seller's research institute before posting last week. Look at this week, the amount is at a new high. You said that these managers will definitely take it, but it will become a relay. If you get out before the chips are loose, your net worth will accelerate to a new high. After all, the optimization mechanism of the last elimination system is still terrible for the iron rice bowl. From a macro perspective, it is definitely an opportunity for local financial control platform companies to be involved in debt conversion in the next six months, and it will take half a year at the earliest to solve the liquidity. We will talk about it in detail later. From the perspective of the whole transformation cycle, what quantum information does the whole industrial chain of robot low-altitude ai semiconductors include, and so on? Anyone who has some fundamentals will go crazy in the slow cattle. The shortest term is the upcoming meeting and annual report. Do you want new infrastructure? Do you want certainty in the annual report? Last year, the optical module pcb was highly deterministic. What is the high certainty this year? Look at the contract liabilities. There is a group with high contract liabilities. As long as the first company discloses the compound expectation, it will be fulfilled. Combined with the new infrastructure, there may be a sustained market. You can look for it. The general direction is in the direction of resonance between wind power parts and quadruped robots. There are too few stocks and the capacity is not large, so we will not order it.Here, everyone who has read history should know that there is an old saying called "the power is not lower than the county, the county is the only clan, and the gentry is built by ethics". Let's retranslate this sentence and put it down. The decentralization of local debt approval is accelerating the process of debt conversion. You can understand that the major policies have been set and can be implemented, and the approval criticized by everyone is directly cut off. We must quickly complete the debt conversion and the county is the only clan.One son will be fully revitalized.

Then the difference of this bull market is that it is no longer resonated by external factors, or internal and external factors. This round of our excess stock savings has already seen its power after 924, which is only slightly loose.One son will be fully revitalized.Then the difference of this bull market is that it is no longer resonated by external factors, or internal and external factors. This round of our excess stock savings has already seen its power after 924, which is only slightly loose.

Concentrate on doing big things while deploying the market. When the normal operation of the economy is in the inflation range, the market has higher strength and efficiency in resource allocation, then the market has the final say. When it is in the shrinking range, the market deployment fails, such as our current long-term debt, so it is driven by policies. We must know that next year is the last year of the 14 th Five-Year Plan to solve the debt. We must know the buyout reverse repurchase operation of 800 billion yuan some time ago, unlessThis time, the difference is only 0.007. Do you still remember that the global capital market plummeted and melted on August 5? Then in September, the Federal Reserve cut interest rates by 50bp urgently. After the data was released, the probability of the Fed's interest rate cut was 90.5%. After the meeting, the most eagle representative said that we should not look at this data, but the inflation rate. Then next Wednesday, the US cpi is also very important, so beware of short-term risks, especially the risk control at the index level.Let's talk about the macro, the first is economic transformation, the second is the speed of our debt conversion and an obvious progress, and the other is the increase of gold holdings and our long-term debt and confidence in economic recovery.