政策预期稳健+国际大行看好！中国资产再获重估，平安基金多产品一键布局核心资产

Group 1 - The People's Bank of China emphasizes maintaining ample liquidity and promoting reasonable price recovery as key considerations for monetary policy [1] - The report highlights the dual function of monetary policy tools to support technology finance, green finance, and inclusive small and micro enterprises, while also boosting consumption and stabilizing foreign trade [1] - Analysts from Huatai Securities and Guotai Haitong suggest that the central bank's easing cycle is likely to continue, with potential for further rate cuts and structural tools if economic pressures increase [1] Group 2 - Global investment banks are reassessing their outlook on the Chinese economy following a thaw in US-China trade relations, with several firms raising their growth forecasts for China [2] - Notable investment banks, including UBS and Morgan Stanley, have upgraded their outlook for the Chinese stock market, with Nomura raising its rating to "tactical overweight" [2] Group 3 - The China A50 Index ETF (159593) focuses on industry leaders, combining profitability quality with valuation safety margins [3] - The China A500 ETF (159215) serves as a core broad-based index product, balancing stability from large-cap leaders with coverage of emerging industries, showcasing a dual advantage of "segment leaders + new productivity" [3] - The Shanghai 180 ETF (530280) has become a key tool for capturing opportunities in the transformation of China's core assets following an optimization of its compilation plan in November 2024 [3]