Group 1 - The Hang Seng Index opened high on September 16, with the automotive and consumer sectors leading the gains [1] - The Hong Kong Consumer ETF (159735) rose by 1.50%, with a trading volume exceeding 50 million, making it the top performer among its peers [1] - The latest circulating scale of the Hong Kong Consumer ETF (159735) reached 860 million, marking a historical high [1] Group 2 - The State Council issued a notice to strengthen comprehensive regulation of the tourism market, proposing 16 specific measures to enhance regulatory mechanisms and improve the consumer experience [2] - The notice aims to address issues disrupting the tourism market and protect tourist rights, promoting high-quality development in the tourism industry [2] - Open-source securities suggest focusing on leading companies that align with the "emotional consumption" theme, highlighting four investment lines: jewelry, offline retail, cosmetics, and medical aesthetics [2] Group 3 - The upcoming National Day and Mid-Autumn Festival holiday is expected to boost the tourism market, with potential for extended travel periods due to "leave-packing" strategies [3] - Recommendations include focusing on undervalued sectors such as hotels, dining, and tourism [3]
国办进一步完善旅游市场综合监管机制，港股消费ETF（159735）涨超1%，成交额暂居同标的第一
2 1 Shi Ji Jing Ji Bao Dao·2025-09-16 02:07