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Summary: In terms of news and policy, I don't think the index directly broke through 3500 points so quickly.I couldn't eat when I came back after the close yesterday. I have been waiting for the meeting to close and see what is heavy. I didn't sleep very well last night.Urban renewal, reducing logistics costs.

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.It hasn't started yet, so it's suitable for ambush.

2, increase the deficit, special national debt and special debt.I think it will step back and bounce back. Look low today, then rebound, and then fall back to the negative line.The deficit will remain at 3.5%~4%.