全国国庆文旅消费月将启动，港股消费ETF（159735）盘初交投活跃，机构：中秋国庆消费有望得到提振

Group 1 - The Hong Kong stock market, including the Hang Seng Index and Hang Seng Tech Index, opened lower on September 22, with the Hong Kong Consumer ETF (159735) down 0.11% and a trading volume exceeding 12 million [1] - The Hong Kong Consumer ETF tracks the CSI Hong Kong Stock Connect Consumer Theme Index, which consists of 50 liquid and large-cap consumer-related stocks within the Stock Connect range, reflecting the overall performance of consumer stocks in Hong Kong [1] - The Ministry of Culture and Tourism announced a three-year action plan to boost cultural and tourism consumption, coinciding with the upcoming 8-day holiday period that includes the National Day and Mid-Autumn Festival, indicating a potential surge in tourism [1] Group 2 - Century Securities highlighted that the 8-day holiday period is expected to drive growth in the "Golden Week" tourism market, with a recommendation to focus on undervalued sectors such as hotels, dining, and tourism [2] - Dongxing Securities noted that consumption during the Mid-Autumn and National Day holidays is likely to be boosted by new consumption policies, with cities starting to distribute consumption vouchers, which could enhance domestic consumption [2] - The overall demand recovery in the consumer sector, particularly in the dining industry, is anticipated to grow alongside tourism and sports economies in the second half of the year [2]