在科技创新方面，殷剑峰指出，政策重心正从单纯资金供给转向建立"央行+财政+市场"的风险共担机 制，构建"债、贷、股、保、退"全周期支持体系，未来力度料加大。 对于房地产领域，他建议应加快建立与发展新模式匹配的融资制度，与近期提出的城市更新、城中村改 造、加大高品质住房供给等要求形成合力。 会议现场，金服会发布了《关于积极响应"一揽子金融政策支持稳市场稳预期"的倡议书》，号召全体成 员单位和金融顾问以善本金融为引领，发挥资源禀赋与牌照优势，开展金融顾问"雪中送炭"服务，聚焦 推进共同富裕、民企纾困、优化营商环境、激活消费预期、助力楼市、股市稳定、赋能科创企业等八个 方面，开展为期三个月的"送金融服务进企业"专项"走进"活动，以金融顾问的实干实效确保政策落实落 地，助力实体经济高质量发展。 中新网北京5月30日电 (记者 夏宾)浙商银行首席经济学家殷剑峰近日表示，金融管理部门近期推出了一 揽子金融政策，主要围绕释放流动性、支持科创企业、活跃资本、提振房地产市场以及保障民生等五个 方面展开，这满足了适当宽松的要求，而再贷款工具有效落地需要商业银行积极推动。 由浙商总会金融服务委员会(下称"金服会")、钱塘江金融港湾 ...

Group 1 - The report highlights a comprehensive easing of financial policies, including a 0.5% reduction in the reserve requirement ratio and a 0.1% cut in policy interest rates, aimed at stabilizing market expectations [2] - The establishment of a 500 billion yuan service consumption and pension re-loan, along with an increase of 300 billion yuan in technology innovation and technical transformation re-loan quotas, indicates a strong commitment to support the market [2] - The report emphasizes that while individual policy measures may not exceed market expectations, the overall comprehensive, concentrated, and consistent nature of the policies is significantly beyond what the market anticipated [2] Group 2 - The report notes that the current phase of the A-share market is characterized by a key verification period for policy layout and performance, with external demand pressures expected to gradually emerge [2] - It suggests that the financial easing measures are closely linked to stabilizing the capital market, which is likely to maintain short-term risk appetite and contribute to overall market activity [2] - The report anticipates an upward impulse in the A-share market in the short term, driven by these financial policies [2] Group 3 - The report mentions that the upcoming meeting between He Lifeng and Bessent in Switzerland marks a significant change in the context of US-China trade negotiations [2] - It maintains that the baseline assumption is a slow and weak adjustment of Trump's tariff policies, with the actual adjustment speed and extent being key factors influencing market direction [2] - The report indicates that it is not yet time to adjust mid-term fundamental expectations, as external demand pressures are expected to increase in the second quarter [2] Group 4 - The report identifies technology as a key structural direction for both short-term and long-term investments, with a focus on the AI industry chain and embodied intelligence as promising investment opportunities [2] - It highlights that the first quarter earnings reports have reinforced the positive outlook for both consumption and technology sectors, with a preference for technology investments at this stage [2] - The report suggests that while the A-share market may experience fluctuations in the second quarter, technology and consumption sectors should be strategically navigated for potential opportunities [2]