Strong economic performance dampens enthusiasm for rate cuts, and market expectations of a policy shift are reshaping. As business confidence continues to rise and economic data frequently impress, the previous market enthusiasm for immediate rate cuts following the new leadership's rise has significantly cooled. Although policymakers have expectations for rate cuts, the resilient economic performance and the central bank's conservative stance create tension, adding more uncertainty to policy decisions. According to Jintou Data's tracking, market expectations are adjusting in real time, fully reflecting the profound impact of economic fundamentals on policy expectations.