鹏华量化投资部基金经理张羽翔：今年政策对消费从短期到中长期都有出台 看好消费信心的恢复

Group 1 - The 2025 Fund High-Quality Development Conference was held in Shenzhen, focusing on new paths for the high-quality development of the fund industry, gathering top experts and leaders from academia, private equity, and brokerage firms [1] - Zhang Yuxiang, a fund manager from Penghua Quantitative Investment Department, discussed the investment potential in the consumer sector, highlighting the significant role of new consumption [3] - Government policies aimed at boosting technology and consumption are seen as stabilizing factors for consumer confidence, with short-term measures like consumption vouchers being implemented in major cities such as Shanghai and Shenzhen [3] Group 2 - The government is promoting both short-term and long-term policies to enhance consumer income and address barriers to consumption, which is expected to aid in economic recovery and restore consumer confidence [3] - The A-share market is experiencing a rebound with bullish stocks emerging, driven by favorable policies and improved market sentiment [3]