机构更加看好科技、消费等板块

Group 1 - The core message of the news is the introduction of a comprehensive financial policy package aimed at stabilizing the market and supporting economic growth in response to the complex global economic situation [1][3]. - The People's Bank of China announced three categories of ten measures, including a 0.1 percentage point reduction in policy interest rates, a 0.25 percentage point reduction in structural monetary policy rates, and a 0.5 percentage point decrease in the reserve requirement ratio [1]. - The financial regulatory authority plans to introduce eight incremental policies, such as accelerating financing systems compatible with new real estate development models and expanding the scope of long-term investment trials for insurance funds [2]. Group 2 - The China Securities Regulatory Commission emphasized measures to support market stability, including the role of the Central Huijin Investment Ltd. as a "stabilization fund" and the introduction of reforms for the Sci-Tech Innovation Board and the Growth Enterprise Market [3]. - Following the announcement of the policies, the A-share market reacted positively, with all three major indices rising, indicating increased investor confidence [4]. - Analysts predict that the financial sector will benefit significantly from the interest rate cuts, enhancing banks' lending capabilities and profitability, while policies supporting mergers and acquisitions will create more business opportunities for brokerage firms [4].