财经早报：事关提振和扩大消费！央行等六部门发布19项举措，高盛最新发声超配中国股票

Group 1 - The People's Bank of China and five other departments have issued 19 measures to support and expand consumption, aiming to create a multi-level financial service system to meet diverse financing needs in the consumption sector [2] - The measures are expected to enhance the financial services for both supply and demand sides, promoting high-quality consumption and unlocking consumption growth potential [2] Group 2 - The Ministry of Commerce has announced a campaign for the consumption of new energy vehicles in rural areas from July to December 2025, with subsidies of 20,000 yuan for scrapping old vehicles and purchasing new energy cars [3] - The initiative aims to boost the consumption potential of new energy vehicles in counties and towns through various activities and improved purchasing environments [3] Group 3 - Goldman Sachs maintains an overweight stance on Chinese stocks, favoring private sector leaders, AI concepts, and companies benefiting from government spending [6] - The firm anticipates a need for policy adjustments in the second half of the year to counteract uncertainties from tariff policies and geopolitical tensions [6] Group 4 - The upcoming military parade on September 3 will showcase new combat capabilities, including unmanned systems, reflecting advancements in China's military technology [4] - The parade will feature a combination of foot formations, equipment displays, and aerial units, highlighting the restructuring of military forces and innovations in weaponry [4] Group 5 - Ant Group has reduced its stake in ZhongAn Online by selling approximately 33.75 million shares for about 654 million Hong Kong dollars, marking its second round of divestment in 12 years [10] - Following the sale, Ant Group's ownership in ZhongAn has decreased to about 7.37%, but the company assures that this will not affect their business collaboration [10] Group 6 - The Shanghai Stock Exchange will review the IPO application of He Yuan Biotechnology on July 1, marking the restart of the fifth listing standard for the Sci-Tech Innovation Board [8] - This standard's reintroduction expands its applicability beyond the pharmaceutical sector to include fields like artificial intelligence and commercial aerospace, enhancing the inclusivity of the capital market [8] Group 7 - The A-share market showed positive movement with the Shanghai Composite Index closing at 3420.57 points, up 1.15%, while the Shenzhen Component Index rose by 1.68% [13] - The Hong Kong market also experienced gains, with the Hang Seng Index increasing by 2.06%, driven by strong performances from major tech and financial stocks [14]