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Comments: This data is ok.The deficit will remain at 3.5%~4%.Summary: In terms of news and policy, I don't think the index directly broke through 3500 points so quickly.

Urban renewal, reducing logistics costs.Urban renewal, reducing logistics costs.The contents of the Politburo meeting and the Central Economic Work Conference are basically the same, and there are not many new highlights.

It hasn't started yet, so it's suitable for ambush.3, industry policy: consumption, artificial intelligence+actionI think it will step back and bounce back. Look low today, then rebound, and then fall back to the negative line.