Group 1 - The core viewpoint is that despite challenges in the external environment, China's economy is stabilizing due to changes in policy, enterprises, and capital, leading to a recovery in market confidence [1] - Since September of last year, a series of incremental policies have been effectively implemented, enhancing market participants' understanding of policies and boosting social confidence [1] - Enterprises are focusing on internal improvements, innovation, international expansion, and business diversification, resulting in positive news for various industries and a breakthrough in the recognition of Chinese companies' innovation capabilities [1] Group 2 - Global sovereign funds and pension funds are increasingly aware of the uncertainties in U.S. policies, leading to a diversification of investments and a growing allocation towards RMB assets [1] - Domestic asset confidence is recovering, with funds previously concentrated in the bond market and fixed deposits becoming more active and shifting towards equity assets and higher liquidity [1] - To further enhance market confidence, deepening reforms, particularly in the social security system, is deemed crucial, with a focus on improving basic pensions for urban and rural residents to stimulate domestic demand [2]