四月政治局会议点评：“稳股市、活跃股市”增量政策陆续出台，值得期待

Group 1 - The report highlights the core viewpoint that the recent meeting of the Central Political Bureau emphasizes the need to balance domestic economic work with international trade challenges, setting a "four stability" goal to ensure employment, enterprises, markets, and expectations remain stable [2][3] - The macroeconomic policy remains positive, with a focus on effectively utilizing existing fiscal policies and maintaining a moderately loose monetary policy, indicating a higher probability of interest rate cuts in the future [3] - The report identifies service consumption as the main driver of domestic demand growth, with policies aimed at increasing income for low- and middle-income groups and promoting service consumption [3] Group 2 - The capital market is recognized as a crucial tool for stabilizing expectations, with new policies aimed at maintaining a stable and active stock market, reflecting the government's commitment to support investor confidence [4][5] - The investment strategy suggests that the A-share market is expected to show resilience amid global asset fluctuations, with a focus on sectors related to low valuations and domestic demand expansion, such as state-owned enterprises, banks, and consumer services [5]