分论坛：掘金“情绪消费”崛起｜启航新征程·国泰海通2026年度策略会

Group 1 - The core viewpoint of the article emphasizes the optimistic outlook for various sectors, particularly in consumer spending and transportation, indicating a sustained growth trajectory in these areas [3]. Group 2 - The retail and service sector is expected to experience high growth, driven by increased travel and ongoing consumer enthusiasm [3]. - The aviation sector is anticipated to benefit from a demographic dividend, with expectations of a super cycle in the industry [3]. - The express delivery sector is projected to see continued rapid growth in delivery volumes, with a shift towards profitability as the industry moves away from internal competition [3].