开源证券：关注情绪消费下四条投资主线

Group 1 - The core viewpoint emphasizes the importance of focusing on high-quality companies in the "emotional consumption" theme amid the backdrop of consumer recovery [1] Group 2 - Investment focus areas include: 1. Gold and jewelry sector, highlighting brands with differentiated product strength and deep consumer insights [1] 2. Offline retail sector, emphasizing companies that adapt to trends and actively explore transformations [1] 3. Cosmetics sector, focusing on high-quality domestic beauty brands that excel in high-growth niche markets and continuously iterate their capabilities [1] 4. Medical aesthetics sector, concentrating on manufacturers with differentiated product pipelines [1]