Group 1 - The core viewpoint indicates that the Chinese assets are expected to maintain a fluctuating upward trend due to dual benefits from financial support for consumption policies and sustained foreign investment enthusiasm [1][3]. - The A-share market shows a clear "technology + finance" dual-driven pattern, with the defense and military industry leading the sectors with a 3.19% increase, followed by the non-bank financial sector rising by 2.41% [2]. - The Hong Kong market reflects a similar trend, with the consumer services sector surging by 5.33% and the consumer credit sector increasing by 4.14%, indicating strong market responses to consumption policy benefits [2]. Group 2 - The energy sector has become a common drag on both markets, with A-share coal and oil sectors declining by 1.66% and 1.16% respectively, reflecting a decreasing willingness to allocate resources to traditional energy sectors [3]. - The release of 19 consumption-promoting measures, including a 500 billion yuan service consumption and pension refinancing initiative, is expected to significantly enhance the valuation recovery space for the consumption sector [3]. - Investors are advised to focus on three main lines: brokers and financial technology benefiting from financial innovation policies, consumer upgrade sectors with performance certainty, and hard technology sectors like artificial intelligence and defense that are strongly supported by policies [4].