“十五运”拉动当地文旅消费需求，赴日旅游受冲击，云南旅游涨停

Core Insights - The 15th National Games will be held from November 9 to 21 in the Guangdong-Hong Kong-Macao Greater Bay Area, significantly boosting local tourism and cultural activities [1] - Data from Qunar indicates a notable increase in accommodation spending in host cities due to the event [1] - Meituan Travel reports a 26% year-on-year increase in flight bookings to Guangzhou, Shenzhen, and Zhuhai during the National Games [1] - Domestic travel sentiment towards Japan has declined due to overseas events, negatively impacting Japan's tourism industry [1] Market Impact - The domestic tourism sector is currently under short-term pressure, with the tourism ETF (562510) experiencing four consecutive days of decline [1] - As travel to Japan decreases significantly, regions like Yunnan and Hainan are actively working to attract tourists, with Yunnan tourism stocks hitting the daily limit up today [1]