Group 1 - The new policy document includes 19 measures across five areas, addressing key pain points in the current consumption market, such as extending operating hours for cultural institutions and optimizing statistical monitoring systems [1] - Historical experience indicates a time lag and divergence between policy benefits and market performance, as seen in previous similar policies where some stocks surged while others fell back [3] Group 2 - The investment strategy emphasizes "timely stock rotation" over "blind holding," suggesting that investors should learn to make choices rather than gamble [4] - The strategy advises against focusing on market trends, price fluctuations, and static valuations, advocating for a data-driven approach to investment decisions [4] Group 3 - The presence of institutional funds is crucial for validating stock price movements; a rebound without institutional participation is deemed unsustainable [6] - Observing institutional trading patterns can provide insights into market sentiment, with active institutional involvement indicating a more stable investment environment [9][10] Group 4 - The new service consumption policy is expected to create investment opportunities, but discerning genuine opportunities requires careful analysis of institutional involvement [13] - Investors are encouraged to avoid chasing policy-driven stocks immediately and instead focus on the sustained engagement of institutional funds [14]