Group 1 - The core viewpoint of the articles highlights the positive impact of recent real estate policy adjustments in Shanghai and Beijing on consumer sectors, particularly retail and food and beverage, which have shown significant gains in stock performance [1] - The real estate policy relaxation is part of a broader macroeconomic strategy aimed at stimulating consumption, with various supportive measures already in place, including subsidies and financial incentives [1] - The anticipated financial stimulus from these policies is substantial, with expected funding reaching 100 billion annually for childcare subsidies, 45 billion for free preschool education, and 138 billion for consumption-related initiatives in the second half of the year [1] Group 2 - The Food and Beverage ETF (515170) tracks the performance of a specialized index reflecting the overall trends of food industry stocks, with a significant weight in liquor (56.8%), dairy products (14.1%), and seasoning products (9.9%), all of which are currently at low valuation levels [1] - The Consumer Discretionary ETF (562580) follows the All-Share Consumer Discretionary Index, focusing on stocks with good liquidity and market representation, with major weights in air conditioning (21.5%), electric passenger vehicles (16%), and comprehensive passenger vehicles (7.2%), indicating a shift towards low-valuation sectors with new technology [2]