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Group 1 - The core viewpoint of the article is that the new policy aims to boost consumption and activate domestic demand, addressing financial bottlenecks in the consumption sector [1][2][4] - The policy includes 19 specific measures to enhance consumption capacity, improve financial services, and support key consumption areas [1][2] - Fund managers believe that the policy will significantly boost market confidence, particularly in the service consumption sector, which is expected to outperform physical goods consumption [4][5] Group 2 - The policy is seen as a long-term strategy to facilitate the transition from an export-driven economy to one driven by domestic demand, especially in light of increasing external uncertainties [2][3] - There is a structural contradiction in consumption, with goods consumption nearing saturation while service consumption, such as tourism and health care, remains underdeveloped [2][3] - The consumption sector is currently at a historical low valuation, presenting long-term investment opportunities, although some "new consumption" stocks may face adjustment pressure due to previous gains [6]