中银国际发表报告指,由于新冠疫情对经济的长期影响,消费者在今年变得更加谨慎。值得庆幸的是,政府已着手解决地方政府债务问题并采取措施刺激消费。该行认为,明年市场的焦点依然会集中在政府如何以及何时出台政策以提振消费。在缺乏大规模刺激措施的情况下,预计本轮可选消费品的周期将比2010年代中期的上一轮周期更加艰难。该行指,虽然国内市场仍存在增长机会,但认为可选消费行业对创新的需求将进一步提升。同时,海外...
Source Link中银国际发表报告指,由于新冠疫情对经济的长期影响,消费者在今年变得更加谨慎。值得庆幸的是,政府已着手解决地方政府债务问题并采取措施刺激消费。该行认为,明年市场的焦点依然会集中在政府如何以及何时出台政策以提振消费。在缺乏大规模刺激措施的情况下,预计本轮可选消费品的周期将比2010年代中期的上一轮周期更加艰难。该行指,虽然国内市场仍存在增长机会,但认为可选消费行业对创新的需求将进一步提升。同时,海外...
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