当短视频流量红利消退，企业是否陷入 "有流量无转化""不投流就没客户"的困局？ 每天生产 30 条短视频，自然流量却趋近于零；每月烧掉 50 万投流费， ROI 却跌破 0.5 ——这就是 2025 年企业短视频的残酷现实。 在刚结束的抖音服务商大会上，一组数据触目惊心：企业短视频平均播放量同比下降 67% ，素材生命周期缩短至 72 小时。 " 90% 的企业短视频，拍出来就是无效传单。" 500 万粉丝商业财经达人蛋哥（耿磊）一针见血。 当流量红利彻底消退，当算法规则悄然颠覆，那些依赖 "暴力发传单式"运营的企业，正在沦为平台生态的"数字难民"。 "这不是内容创意的衰退，而是商业逻辑的坍塌。" 500 万粉丝商业财经操盘手蛋蛋（耿磊）在混沌新课中直言。 过去 3 年，他带领团队用同一套方法论，孵化出 8 个百万粉行业账号，单条视频带货超 220 万，更让汉鼎渔具、优学派等传统企业实现流量成本下降 40% 。 本周混沌课程，蛋蛋老师用 3 年实操经验揭穿行业真相："硬广是给系统看的，内容才是给人看的"。 他在服务泡泡玛特、星巴克、金龙鱼等品牌过程中发现：一切短视频皆可公式化，一切流量皆可精准捕获。 明早 9 ...

对于近期中美日内瓦经贸会谈的重大进展，肖令君表示会谈成果超越市场预期，短期缓解了对中国 出口及经济增长的担忧，实则为更长行情周期的起点。 肖令君分享了其自"对等关税"公布以来持续看多中国市场的底层逻辑。他强调中国在制造业领域的 强大竞争力，即使面临关税增加的挑战，中国产品的质量与价格优势依然明显。中国制造业的全球 竞争力根植于完整的产业链与高效供给能力。加之转口贸易、提价策略等灵活应对，关税的实际影 响可能更低。回顾4月7日市场下跌时，其团队通过定量分析认为市场超跌，如今事实也印证了当时 观点的正确性。 当谈及外部不稳定性缓解后A股的运行逻辑与驱动因素时，肖令君从四方面阐述了支撑A股走势的 核心因素： 近期，野村东方国际证券资产管理部总经理兼投资总监肖令君接受华尔街见闻直播间《大咖会客 厅》栏目的采访，并围绕中美日内瓦经贸会谈后关税调整及其对市场的影响展开了深入探讨，以下 为主要观点摘要： 向上滑动阅览 本文不构成野村东方国际证券的任何投资建议、推介或宣传。野村东方国际证券没有独立核实过被转载文章的内 容，该文章中的任何观点不代表野村东方国际证券观点，野村东方国际证券不对投资者依赖本文的任何内容而采 取的行动 ...

（原标题：和讯投顾张平：A股逆袭，批量涨停！剑指3600点！） 今天A股市场呈现出批量上涨的态势，可以说是普涨格局。两市有超过4000个股票上涨，百股涨停，整 体成交额放量1755亿元，直接突破1.2万亿元。无论是无人驾驶、智能驾驶，还是数字货币等概念板 块，都呈现出明显的启动迹象。我们在上个交易日已经提醒大家，行情已经启动，并且有启动的迹象。 今天市场的放量上涨，正是这一判断的验证。 昨天市场争议最大的问题是缺口是否需要补。这一波行情中，一共产生了4个缺口。记住一个重要的逻 辑：向上缺口步步为强，补了就弱；向下缺口越快补越好，证明反抽动力强。那么，为什么我会说市场 剑指3400甚至3600点呢？如果缺口不补，按照三箱理论，市场大概率能冲到3600点，甚至可能到3580附 近，距离上一次3674的高点有一定幅度。 此外，KDJ的J值达到-16时，往往会有反弹，且反弹级别通常较大。前天盘中J值已经达到-16，从而启 动了反弹。那么，接下来530行情是否还会调整呢？这种可能性是存在的，但即便调整，也只是在这个 区域进行确认，而不是大幅下跌。因为从技术指标来看，底部已经出现金叉，同时MACD也在零轴之上 出现了小金 ...

以下文章来源于i黑马 ，作者i黑马 i黑马 . 让创业者不再孤独@i黑马 这里，认真给大家推荐一下： 6月6日-6月8日，2025 黑马年中精选大课 本次大课的名师邀请到了： 卫哲、 香帅、 江南春、 牛文文、贾伟、 章苏阳、 杨明超等。 第二，2025年，要么进化，要么淘汰 2025年全球贸易战升级，AI重构商业底层逻辑资本从狂热转向理性。 这是最坏的时代? 不，这是破局者的黄金时代! 推荐理由有三个： 第一，黑马名师齐聚 你，准备好成为幸存者了吗? 只有当你来到，和AI创业者、行业专家深入链接，才能真的"看见"和"感受"到，这个黄金时代 特有的机遇和新蓝图。 第三，创始人精神激荡 让创业者不再孤独，是创始人牛文文成立创业黑马的初心。年中大课也是各行创业者齐聚一起 的最饱满的交流场景，在这里，你能感受到满满的创始人精神，创业力量，以及收获资源对接 的机会。 用一顿聚会的饭钱，收获2025下半场思路清晰，我个人认为很值。毕竟，方向对了，努力才不 白费。 那么， 6月6日-6月8日，咱们上海见！ 活动详情如下 ↓↓↓ ...

五矿期货：贵金属价格表现短期将偏弱势 国信期货：风险偏好回暖与美元强势或延续金银震荡调整 光大期货：黄金多空分歧加剧短期或难以摆脱震荡整理态势 FXStreet网站：金价在多重负面因素的影响下或继续下跌 SP Angel：避险需求减弱金价承压下跌但中国购金需求仍支撑金价 【机构观点分析】 五矿期货表示，北京时间29日凌晨公布的美联储会议纪要所传递出的货币政策信息偏鹰派，与此同时， 关税与贸易风险进一步释放，上述因素对于贵金属价格形成利空因素。美联储会议纪要显示，议息会议 参会者一致认为美国经济前景的不确定性增加，当前采用谨慎的货币政策是合适的。此外，美国国际贸 易法院支持对于特朗普在所谓"解放日"宣布的关税实施永久禁令，而这意味着大部分关税都将暂停实 施。海外关税风险因素释放，美联储货币政策预期表态偏鹰派，双重利空因素下贵金属价格表现短期将 偏弱势。 国信期货表示，贸易司法博弈与美联储滞胀困局的共振，正在重塑贵金属定价逻辑。短期看，风险偏好 回暖与美元强势或延续金银震荡调整，COMEX黄金或以3250美元／盎司左右（沪金760元／克附 近）、白银或围绕32.5美元／盎司附近（沪银8100元／千克左右）成为多空 ...

130元破了，喊着捡漏的人却沉默了。五粮液的股价像是掉进了一个没人愿意接的深坑，反弹？没有声音。买入？只剩观望。可就在两个月前，还是一堆人 信誓旦旦地说，130就是底线，是机会。如今真跌到130，他们却开始改口了：120再看看，100再考虑，80也许更稳妥。甚至有喊20的。听上去像笑话，其实 藏着一股不愿承担的恐惧。 讲真，五粮液是不是最佳投资标的，不好下定论。但一个逻辑是清楚的：现在大部分人都在等它继续跌，这就意味着情绪已极度悲观。而市场从来不会在所 有人都准备好了再启动，它只在大家最恐惧时反转。 巴菲特的贪婪，说到底是一种克服人性恐惧的勇气。不是等待奇迹的投机。而我们普通人，一旦把这句话理解错了，就容易变成等待最低点的幻想者。 市场从来不缺机会，缺的是敢于面对波动、敢于行动的人。尤其在中国这样一个变化巨大的市场里，观望从来不等于安全。更别提，一些优质资产并不会给 你太多机会。 2016到2018年，他又大举买入苹果，刚开始很多人觉得这是个科技泡沫。可谁又能想到这三年内，苹果的股价几乎翻了三倍。巴菲特从来不在意别人怎么 看，他只看自己相信什么。反观当下的散户，哪怕五粮液跌穿了心理底线，也不敢动。为啥？说白了 ...

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core View of the Report The energy and chemical sector remains weak. Crude oil is waiting for the OPEC meeting to drive the market, while aromatics have confirmed a breakdown, and polyolefins continue to be weak. Most varieties in the sector are rated as bearish in both the medium and short - term [1]. 3. Summary by Variety (1) Crude Oil - **Logic**: Overseas macro - path is unclear, with potential macro - risks this week due to issues like US and Japanese bond auctions and a rising VIX index. OPEC+ is expected to accelerate production increase in the medium - term, and short - term US refined oil inventories are rising. There is a possibility of new Iran nuclear deal [1][2]. - **Technical Analysis**: Daily - level medium - term and hourly - level short - term downward structures. Closed down more than 1% today, with short - term pressure at 461 [2]. - **Strategy**: Hold short positions in the hourly cycle [1][2]. (2) Styrene (EB) - **Logic**: Low inventory, but high - profit led to early resumption of previously shut - down plants, increasing supply. Pure benzene faces arrival pressure, and downstream demand is hard to improve [5]. - **Technical Analysis**: Hourly - level short - term downward structure, new low with increased positions today. Short - term pressure at 7195 [5]. - **Strategy**: Hold short positions in the hourly cycle, with stop - profit reference at 7195 [5]. (3) PX - **Logic**: PX plants are in maintenance, with low operating rates. Downstream PTA's operating rate is rising, and PX is in a de - stocking phase. However, the cost factor may dominate the market after the decline in crude oil [9]. - **Technical Analysis**: Hourly - level short - term downward structure, long - negative line confirmed the breakdown. Short - term pressure at 6775 [9]. - **Strategy**: Try short positions in the hourly cycle, with stop - loss reference at 6720 [9]. (4) PTA - **Logic**: PTA plant operating rates are rising, but there are concentrated maintenance plans in the second quarter. Downstream polyester operating rates are firm. However, the cost factor may dominate after crude oil decline [13]. - **Technical Analysis**: Hourly - level short - term downward structure, long - negative line confirmed the breakdown. Short - term pressure at 4800 [13]. - **Strategy**: Try short positions in the hourly cycle, with stop - loss reference at 4750 [13]. (5) PP - **Logic**: Supply - side operating rates are stable, but new production capacity is expected in June. Domestic demand is in the off - season, and downstream enterprises are cautious in restocking. Export profits are rising, but short - term exports are hard to increase [16]. - **Technical Analysis**: Hourly - level short - term downward structure, oscillated today. Short - term pressure at the high point on May 26 [16]. - **Strategy**: Hold short positions in the hourly cycle, with stop - profit reference at 6980 [16]. (6) Methanol - **Logic**: Domestic operating rates decreased slightly due to plant maintenance, but overseas operating rates increased, with high import expectations in June. Demand is basically flat year - on - year, and it is under pressure [17]. - **Technical Analysis**: Hourly - level downward structure, continued to decline today. Short - term pressure at 2255 [17]. - **Strategy**: Hold short positions in the hourly cycle, with stop - profit reference at the high point on May 22 [17]. (7) Rubber - **Logic**: Terminal automobile and tire inventories are at high levels, and there is no sign of improvement in demand. The EU launched an anti - dumping investigation on Chinese tires, and domestic inventories are accumulating against the season [19]. - **Technical Analysis**: Daily - level medium - term and hourly - level short - term downward structures. Broke through the oscillation range with new low and increased positions today. Short - term pressure at 14550 [19]. - **Strategy**: Look for short - selling opportunities after a rebound fails to break through the pressure in the hourly cycle [19]. (8) PVC - **Logic**: April real - estate data is still poor, and downstream demand is hard to improve. Plant maintenance is gradually ending, and supply is expected to increase [22]. - **Technical Analysis**: Daily - level medium - term and hourly - level short - term downward structures. Declined with increased positions today. Short - term pressure at 4980 [22]. - **Strategy**: Look for short - selling opportunities with reversal patterns in the hourly cycle [22]. (9) Ethylene Glycol (EG) - **Logic**: Supply - side operating rates decreased slightly, but arrivals increased. Downstream polyester load remains high [23]. - **Technical Analysis**: Daily - level medium - term and hourly - level short - term downward structures. Broke through the short - term support at 4315 with a long - negative line and increased positions today. Short - term pressure at 4405 [23]. - **Strategy**: Transfer 15 - minute short positions to the hourly cycle, with stop - profit reference at 4405 [23]. (10) Plastic - **Technical Analysis**: Daily - level medium - term and hourly - level short - term downward structures. Declined with increased positions today. Short - term pressure at 7120 [25]. - **Strategy**: Hold short positions in the hourly cycle, with stop - profit reference at 7120 [25]. (11) Synthetic Rubber (BR) - **Logic**: In June, plants are expected to resume production after maintenance, increasing butadiene supply. Butadiene storage capacity is low, and price may fall after inventory accumulation. Terminal demand is weak [27]. - **Technical Analysis**: Daily - level medium - term and hourly - level short - term downward structures. Long - negative line with increased positions today. Short - term pressure at 11580 [27]. - **Strategy**: Hold short positions in the hourly cycle, with stop - profit reference at 11580 [27].

最近港股新消费龙头泡泡玛特、老铺黄金、蜜雪集团等股价一骑绝尘之际，A股消费板块也出现了一匹黑马——会稽山。 一个月时间，会稽山市值从50亿元，轻松越过100亿元大关，超越古越龙山成为"黄酒一哥"。 5月28日，会稽山再度涨停，报25.81元/股，总市值达124亿元，6个交易日已涨超44%！而古越龙山目前的总市值约100亿元。 | W | 会稽山(601579) | | | | | | --- | --- | --- | --- | --- | --- | | | 闭市 05-28 15:00:03 融 通 | | | | | | 25.81 | 额 14.65亿 股本 4.79亿 | | 市盈 62.6 | 万得 盘口 | | | 2.35 10.02% | 换 12.01% 市值1 124亿 | | 市净 3.25 | | | | 分时 五日 | 周Ｋ | 月K | | 申务 | | | 音加 | | 均价:25.46 | 품■ | 资金 | | | | | 10.02% | 中国 | | | | | | | SE 74 | | | | 23.46 | | 0.00% 买一 | | | | | | | | ...

以下文章来源于i黑马 ，作者i黑马 这是最坏的时代? i黑马 . 让创业者不再孤独@i黑马 这里，认真给大家推荐一下： 6月6日-6月8日，2025 黑马年中精选大课 推荐理由有三个： 第一，黑马名师齐聚 本次大课的名师邀请到了： 卫哲、 香帅、 江南春、 牛文文、贾伟、 章苏阳、 杨明超等。 第二，2025年，要么进化，要么淘汰 2025年全球贸易战升级，AI重构商业底层逻辑资本从狂热转向理性。 不，这是破局者的黄金时代! 你，准备好成为幸存者了吗? 只有当你来到，和AI创业者、行业专家深入链接，才能真的"看见"和"感受"到，这个黄金时代 特有的机遇和新蓝图。 第三，创始人精神激荡 让创业者不再孤独，是创始人牛文文成立创业黑马的初心。年中大课也是各行创业者齐聚一起 的最饱满的交流场景，在这里，你能感受到满满的创始人精神，创业力量，以及收获资源对接 的机会。 用一顿聚会的饭钱，收获2025下半场思路清晰，我个人认为很值。毕竟，方向对了，努力才不 白费。 那么， 6月6日-6月8日，咱们上海见！ 活动详情如下 ↓↓↓ ...

Group 1 - The core idea of the article is that traditional markets are experiencing a renaissance, becoming popular among younger consumers due to their unique experiences and social media presence [1][4][11] - The transformation of traditional markets into vibrant social spaces reflects a shift in consumer preferences towards more authentic and engaging shopping experiences [3][5][7] - The rise of markets as a new consumption symbol indicates a broader trend in the retail industry, where emotional connections and community engagement are prioritized over mere transactional interactions [6][8][11] Group 2 - Young consumers are increasingly drawn to markets for their affordability and diverse offerings, contrasting with the high-pressure environment of traditional shopping malls [2][4] - Markets provide a sense of nostalgia and community, allowing consumers to reconnect with their roots and find comfort in familiar settings [2][5][11] - The integration of various lifestyle elements, such as food, art, and social interaction, in markets enhances their appeal and creates a multi-dimensional shopping experience [3][6][10] Group 3 - The success of markets suggests that modern commercial spaces should focus on creating emotional resonance and community connections rather than solely emphasizing product sales [5][7][9] - The concept of "experiential retail" is gaining traction, where consumers seek not just products but also meaningful experiences and social interactions [8][10] - Future commercial strategies may benefit from adopting the market model, emphasizing small-scale vendors and community-oriented spaces to foster a sense of belonging and engagement [6][9][10]