The rare expression in the Political Bureau meeting supports market sentiment and stock market liquidity. In the next phase, the stock index will mainly fluctuate and hold steady. The year-end rebound market will continue, but the focus will be on individual stocks and themes. Attention should be paid to the decline in risk-free interest rates, being bullish on Technology and Consumer. Theme recommendations: 1. Initial economic growth: Boosting domestic demand with new growth, bullish on demand catalysts from new products/first stores driving exhibitions/Marketing Services, exhibition equipment, and AI terminal innovative products. 2. Ice and snow economy: Policies promote the popular development of ice and snow sports, bullish on design/Construction of ice and snow venues, ice and snow equipment, and the ice and snow Consumer Industry Chain. 3. Silver economy: Financial support policies have been implemented, bullish on Insurance/medical instruments/wearable devices. 4. Mergers and acquisitions: Increased regulatory tolerance for cross-border mergers and acquisitions and acquisition of unprofitable assets, bullish on key Technology chain enterprises and traditional leaders benefiting from optimized patterns.