Wall Street strategist explains how to navigate an ’AI Bubble’

【智識選股】旅遊消費升級 攜程規模續壯大

內地旅遊業今年上半年實現全面復甦,居民出遊人次達32.85億,較2024年同期增長20.6%;居民出遊花費逾3.1萬億元(人民幣.下同),多15.2%;元旦至端午五大節假日旅遊市場興旺,假日旅遊拉動消費效應明顯。 多元需求增利好服務商 伴隨過境免簽政策覆蓋至55個國家,加上「即買即退」離境退稅等措施不斷完善,入境遊實現超預期增長,上半年內地累計查驗出入境共3.33億人次,其中外國人約3805.3萬人次,按年上升30.2%,免簽入境外國人大概1364萬人次,升53.9%,佔入境外國人的71.2%。 旅遊消費升級趨勢明顯,旅客不再只是滿足於「走馬看花」,而是更注重旅遊體驗、文化內涵,以及個性化服務,民俗遊、跟着電影去旅遊、體育賽事遊等熱度攀升,多元消費格局逐步形成,旅遊與其他產業的融合加深,「旅遊+文化」、「旅遊+體育」、「旅遊+康養」等新業態不斷湧現,滿足消費者多樣化需求,顯示旅遊市場的活力和發展趨勢。 今年臨近的國慶日與中秋節連休,「雙節合一」基本形成8天長假,若果「拼假」更可湊成12天超長黃金周假期,刺激了民眾旅遊出行意欲,旅遊市場已進入預訂高峰期,據報,多個線上旅遊預訂量幾乎每天都 Source link

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Wall Street strategist explains how to navigate an ’AI Bubble’

內地19招谷服務消費 撐增放貸

內地本周一公布8月份多項經濟數據全遜預期之後,市場對中央出招保經濟增長的憧憬升溫。商務部等9部門昨日隨即聯合印發《關於擴大服務消費的若干政策措施》(下稱措施),措施涉及五大方面,總共19項,表明要貫徹落實中央決策部署,更大力度提振消費、擴大內需,促進民生改善和消費轉型升級,積極培育服務消費新的增長點,為推動經濟高品質發展提供有力支撐。國新辦將於今天下午舉行發布會。 8月份社會消費品零售總額僅增3.4%,是去年11月以來最慢,反映內地商品消費以舊換新補貼效應正在消退。至於覆蓋住宿餐飲、醫療健康、家政服務、文娛旅遊、交通出行、體育、養老、教育及託育(託兒)等的服務消費,表現卻亮眼,今年首8個月服務零售額增長5.1%,增速高於同期商品零售的4.6%。人民銀行上月指出,去年居民人均消費支出結構中,服務消費佔約46.1%,仍有較大增長空間,但問題是需求較強的相關領域供應不足。 擴電訊醫療試點 拓入境消費 《措施》指出,服務消費是促進民生改善的重要支撐,也是消費轉型升級的方向,是次就五大方向提出19項「任務措施」,包括「培育服務消費促進平台」方面,持續加深「購在中國」品牌,展開「服務消費季」系列促 Source link

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Nasdaq-100 Wave Analysis - Action Forex

Nasdaq-100 Wave Analysis – Action Forex

Nasdaq-100: ⬆️ Buy Nasdaq-100 broke key resistance level 24000.00  Likely to rise to resistance level 25000.00 Nasdaq-100 index recently broke above the key resistance level 24000.00 (upper border of the narrow sideways price range inside which the index has been trading from July). The breakout of the resistance level 24000.00 accelerated the active impulse wave…

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China’s bull run tests regulators as Beijing aims to guide US$12 trillion stock market

China’s bull run tests regulators as Beijing aims to guide US$12 trillion stock market

Stunning gains in Chinese stocks are testing regulators’ ability to manage the ascent, as Beijing seeks to fulfil its long-standing goal of positioning the nation’s US$12 trillion equity market as a steady source of household income that can support consumer spending and economic growth. As the property market remains in the doldrums, eroding the wealth…

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crypto funding rates. (Velo)

Chinese Investors Borrow Record Amount to Buy Local Stocks, Signaling Risk-On Momentum

Chinese investors have borrowed a record amount to buy local stocks, offering risk-on cues to global markets, including cryptocurrencies. However, crypto traders still appear to be more cautious. According to Bloomberg, margin trades outstanding in China’s onshore equity market surged to 2.28 trillion yuan ($320 billion) on Monday, surpassing the previous 2015 peak of 2.27…

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China's Tech Shares Slide Amid Military Parade Focus

China’s Tech Shares Slide Amid Military Parade Focus

On Tuesday, China’s stock markets witnessed a decline, primarily influenced by technology stocks. Investors began withdrawing profits after a significant rally in artificial intelligence-related shares, redirecting their focus to the country’s most extensive military parade ever. The blue-chip CSI300 Index experienced a 0.9% drop during the lunch break, with the Shanghai Composite Index losing…

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