机构判断年内第二轮政策可能在年中出现，借道A50ETF华宝（159596）布局

Group 1 - A50ETF Huabao (159596) is actively traded with a transaction amount of 45.2 million yuan as of the report date [1] - CITIC Securities anticipates that domestic policies will be supportive and responsive, with April marking the first wave characterized by experimentation and prevention [1] - The current market sentiment is not low, with the technology sector being more sensitive to risk appetite recovery compared to pharmaceuticals and consumer sectors [1] Group 2 - The recent policies are described as responsive, aimed at directly assisting enterprises impacted by trade shocks, and experimental, focusing on expanding support for the service industry [1] - The Politburo meeting introduced new policy ideas, including a strong emphasis on developing service consumption and support for foreign trade enterprises [1] - A second round of policies is expected to emerge around mid-year, with May's strategy focusing on "high cut low" [1] Group 3 - A50ETF Huabao and its off-market linked funds passively track the CSI A50 Index, which includes 50 leading stocks from various sectors, representing core assets in the A-share market [2] - The index is designed to reflect benchmark core assets in the A-share market, making A50 a preferred choice for bullish sentiment on China [2] Group 4 - MACD golden cross signals have formed, indicating positive momentum for certain stocks [3]