Group 1 - The article discusses the recent policy measures introduced by the Ministry of Commerce to expand service consumption, which includes 19 initiatives aimed at enhancing service supply and meeting diverse consumer needs [4][6] - The focus is shifting from durable goods, like home appliances, to service consumption and non-durable goods, as the previous subsidies have improved demand for physical goods but face limitations in repeat purchases [4][6] - Key areas identified for potential growth in service consumption include tourism, film and gaming, and healthcare services, particularly in the context of aging populations [6][7] Group 2 - The tourism sector is highlighted as having significant potential for growth, as it involves single purchases (like tickets) that can lead to additional spending on various services [6] - The gaming industry is characterized as optional consumption, while healthcare services, especially related to elderly care, are expected to transition into essential consumption [6] - The article suggests that sectors encouraged by the new policies, such as tourism ETFs, gaming ETFs, and film ETFs, may present investment opportunities due to their relatively lower cumulative growth compared to the technology sector [7][8]