每(mei)經AI快訊，華泰證券研報指(zhi)出(chu)，3月16日(ri)中(zhong)共(gong)中(zhong)央辦(ban)公(gong)廳、國務院辦(ban)公(gong)廳印發(fa)《提振消(xiao)(xiao)(xiao)(xiao)費(fei)(fei)(fei)專項行(xing)動方案(an)》，方案(an)從(cong)城鄉居民(min)增(zeng)收、消(xiao)(xiao)(xiao)(xiao)費(fei)(fei)(fei)能力保障、服(fu)務消(xiao)(xiao)(xiao)(xiao)費(fei)(fei)(fei)提質惠民(min)、大(da)宗消(xiao)(xiao)(xiao)(xiao)費(fei)(fei)(fei)更新升(sheng)級、消(xiao)(xiao)(xiao)(xiao)費(fei)(fei)(fei)品質提升(sheng)等(deng)八大(da)方面布局，其中(zhong)一老一小/文(wen)體旅游等(deng)服(fu)務消(xiao)(xiao)(xiao)(xiao)費(fei)(fei)(fei)、家電/家裝以舊換新等(deng)大(da)宗消(xiao)(xiao)(xiao)(xiao)費(fei)(fei)(fei)、IP+/AI+等(deng)新消(xiao)(xiao)(xiao)(xiao)費(fei)(fei)(fei)獲(huo)重(zhong)點提及，有(you)望帶動消(xiao)(xiao)(xiao)(xiao)費(fei)(fei)(fei)從(cong)“修復性(xing)增(zeng)長”向“內(nei)生性(xing)擴(kuo)容”轉型。看(kan)好(hao)(hao)(hao)2025年大(da)消(xiao)(xiao)(xiao)(xiao)費(fei)(fei)(fei)板塊配置機遇，情緒消(xiao)(xiao)(xiao)(xiao)費(fei)(fei)(fei)、國貨崛起、AI+消(xiao)(xiao)(xiao)(xiao)費(fei)(fei)(fei)、銀發(fa)經濟等(deng)有(you)望成為(wei)結構性(xing)投(tou)資主線，繼續看(kan)好(hao)(hao)(hao)消(xiao)(xiao)(xiao)(xiao)費(fei)(fei)(fei)基本面逐步向好(hao)(hao)(hao)，以及消(xiao)(xiao)(xiao)(xiao)費(fei)(fei)(fei)龍頭的(de)估值重(zhong)塑(su)行(xing)情。