广发证券郭磊：服务消费是2026年关键线索，政策红利有望释放

Core Viewpoint - The Chinese economy is undergoing a significant transformation in its consumption structure, shifting from a focus on goods consumption to a balanced emphasis on both goods and services consumption [1][2]. Group 1: Economic Trends - The demand for service consumption, particularly in areas such as cultural tourism, elderly care, and childcare, is robust [1][2]. - Policy incentives aimed at enhancing service consumption are expected to be a crucial macroeconomic trend leading into 2026, facilitating the optimization of domestic demand structure [1][2].