提振消费跟资本市场有哪些关系

Group 1: Core Insights - The recent issuance of the "Guiding Opinions on Financial Support for Boosting and Expanding Consumption" emphasizes the role of capital markets in enhancing consumer confidence and capacity through various financial measures [1][6] - The policy aims to strengthen financial services from both supply and demand sides, focusing on increasing long-term capital market investments and enhancing residents' property income [2][4] Group 2: Demand-Side Measures - The policy highlights the importance of broadening channels for property income to directly enhance consumer capacity, with specific measures to promote long-term capital market investments [2][3] - It aims to innovate financial products that meet household wealth management needs, thereby increasing residents' property income [2] Group 3: Supply-Side Measures - The policy proposes diversified financing channels, including increased support for bond market financing and equity financing, to facilitate consumption [4][5] - It encourages qualified enterprises in sectors like culture, tourism, and education to issue bonds, thereby alleviating financing difficulties for asset-light companies [4][5] Group 4: Market Sentiment and Impact - The issuance of the policy is seen as a positive signal for boosting high-quality consumption supply and releasing consumption growth potential, which is expected to enhance market sentiment [6] - The policy is anticipated to benefit optional consumption sectors significantly and promote the development of information technology-related industries [6]