【投资风口】军工板块迎重磅政策催化；冰雪经济“热”力全开

Group 1 - The military industry sector is experiencing significant policy catalysts, with expectations for continued recovery in industry prosperity [1] - The "14th Five-Year Plan" suggests accelerating the construction of advanced combat capabilities, indicating strong government support for the defense sector [1] - Among the 32 constituent stocks of the National Defense and Military Industry ETF that have disclosed their Q3 reports, 27 achieved profitability, with half of them reporting year-on-year growth in profits of over 10% [1] Group 2 - The ice and snow economy is entering a rapid development phase as temperatures drop in October, leading to an increase in orders for indoor and outdoor ski resorts [1] - The upcoming 2025-2026 snow season is expected to further boost the ice and snow economy, reflecting growing consumer interest and participation [1]