高盛：中国消费者关系：国庆假期消费总结：温和增长，有所改善；政策支持

8 October 2024 | 11:30PM HKT _ China Consumer Connections Pulse Check: National Day holiday consumption wrap-up: Mild growth with some improvement; policy support is The National Day holiday is one of the key investor focuses points post the Sep Politburo meeting, at which clear easing signals were sent, alongside boosting consumption. Given the generally soft consumption data points in 2Q-3Q, we believe investor expectations on holiday consumption are still relatively cautious. However, the retail and cons ...