投顾周报：指数拒绝回调 题材多点开花

Group 1 - The report highlights the "Action Plan" aimed at expanding domestic demand and deepening supply-side structural reforms, emphasizing market-led initiatives with government guidance [3][4] - The "Action Plan" sets a target for equipment investment in various sectors, including industrial, agricultural, and transportation, to grow by over 25% by 2027 compared to 2023 [3][4] - Key tasks outlined in the "Action Plan" include equipment upgrades, old-for-new consumption initiatives, recycling actions, standard enhancements, and strengthening policy support [4] Group 2 - The report notes the recent popularity of "Gansu Tianshui Spicy Hot Pot," which has significantly boosted local tourism and related concept stocks [5][25] - The company "Zhongxing Junye," based in Tianshui, has seen its stock price surge due to the hot pot trend, with a three-day cumulative increase of 26.08% [26] - Despite the recent stock performance, "Zhongxing Junye" reported a net loss in the third quarter of 2023, indicating potential volatility in the market driven by trends [26]