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Personal records are not used as investment advice, and should not be blindly followed. The ideas and logic are for reference only. At the same time, I don't set up a group and don't recommend stocks. I am also one of the thousands of people. The resumption is only to cultivate good habits.Guosheng Securities Research Report believes that overall, the policy in the past two months has continued to focus on steady growth, steady confidence and stable real estate, with seven specific focuses. In the short term, the Politburo meeting and the Central Economic Work Conference will be held in turn in the near future, which will generally determine the policy tone and overall deployment next year. The research report predicts that in 2025, the overall policy tone will be more expanded, more active, more powerful and dry, and it should continue to "guarantee 5%" and may add "promoting price recovery"; The key to expanding domestic demand is the central government's efforts to increase leverage. We will continue to promote the stability of "property market and stock market", and there may be new expressions on "external environment, economic situation, fiscal expansion, consumption, storage and storage, infrastructure expansion and population".Personal records are not used as investment advice, and should not be blindly followed. The ideas and logic are for reference only. At the same time, I don't set up a group and don't recommend stocks. I am also one of the thousands of people. The resumption is only to cultivate good habits.

Personal re-offer is for reference only.Ⅱ) Plate aspectⅣ) Industrial capital flow

..... In terms of individual stocks, the number of rising stocks exceeded 2,000, and the number of daily limit stocks exceeded 100. PEEK material concept stocks broke out, and Zhongmou shares and a new material had a daily limit of 20cm, while Womou shares and Zhongmou fluorine materials had a daily limit. Robot concept stocks remained strong, with the brightest performance, and more than 20 stocks such as Kemou Sensing had daily limit. The application direction of AI is partially active, and Fumou holds 20CM3 connection board. CRO concept stocks were once strengthened by favorable stimulus, and a drug Kant rose more than 6%. In terms of decline, real estate stocks began to adjust, and Hua was happy to fall.Record of resumption of trading on 12.9: The index went up and down, which seemed a bit disappointing. Why?ⅴ) Institutional viewpoint