冷空气南下，让不少地方一夜入秋。 秋高气爽，正是出游的好时节。今年，多地的中小学生还将迎来可以在秋天出游的新假期——"秋假"。 今年9月，商务部等9部门印发《关于扩大服务消费的若干政策措施》，明确提出在放假总天数和教学时间总量保持不变的情况下，鼓励有条件的 地方结合气候条件、生产安排、职工带薪休假制度落实等因素，科学调整每学年的教学和放假时间，探索设置中小学春秋假。 杨宜勇指出，2024年国庆假期全国旅游人数达8.26亿人次，但游客满意度仅为78分（满分100分），低于平日均值10分。而春秋季（3—5月、9— 11月）正值旅游淡季，气候适宜且避开传统高峰，若增设3—5天春秋假，可分流约30%的长假客流。 其实， "春秋假" 并不是新概念。2013年国务院办公厅印发的《国民旅游休闲纲要（2013—2020年）》就提出地方政府可以探索安排中小学放春假 或秋假。具体到地方，杭州地区自2004年实施中小学"春秋假"至今，已有21个年头。 到了2025年，更多地方开始落实中小学生"春秋假"，其模式基本是与清明、五一、国庆等小长假连休。值得一提的是，乌鲁木齐市还在今年将12 月1日至12月5日定为"雪假"，并为中小学生提 ...

Core Viewpoint - The upcoming National Two Sessions are expected to focus on "stabilizing growth" and emphasize macro policy support to boost domestic demand, with a particular focus on enhancing consumer spending [2][3]. Economic Policy Focus - UBS's chief economist Wang Tao predicts increased fiscal spending on consumption and households, including doubling the scale of trade-in subsidies, establishing childbirth and childcare subsidies, raising basic pension payments, and enhancing government support for basic social security [2]. - Nomura's chief economist Lu Ting highlights the government's potential focus on four areas: transfer payments to local governments, funding for large-scale equipment upgrades and trade-in programs, financial support for the real estate sector, and fiscal assistance for low-income families [3]. - The macroeconomic policy is expected to maintain a "moderately loose" stance, with measures to lower financing costs for enterprises and households, reduce reserve requirements and policy interest rates, and promote reasonable inflation rebound [2]. Industry Trends - The emergence of AI applications, particularly driven by DeepSeek, is expected to stimulate investment in emerging sectors like AI and cloud computing, with the AI core industry projected to exceed 17.3 trillion yuan by 2035, accounting for over 30% of the global market [3]. - The focus on innovation, technology, and modernization is evident in the frequency of related terms in government work reports, indicating a strong emphasis on sectors like AI, quality consumption, new urbanization, infrastructure expansion, and food security [3][4]. Consumption and Market Dynamics - The stock market's recovery has shown a certain wealth effect, and the real estate sector has performed slightly better than expected, indicating a potential shift in consumer sentiment and spending [2]. - The National Two Sessions are anticipated to maintain a GDP growth target of around 5%, with a strong emphasis on boosting consumption as a key priority [4].