平衡

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人到中年:一半是演员,一半是观众
洞见· 2025-06-21 11:25
人到中年,上有老下有小,身后空无一人,每天都在为房贷、车贷、药费、学费发愁,弯着身子负重前行。 洞见 ( DJ00123987 ) —— 不一样的观点,不一样的故事, 3000 万人订阅的微信大号。点击标题下蓝字 " 洞见 " 关注,我们将为您提供有价值、有意思的 延伸阅读。 人生如戏,既要入戏,也要学会出戏。 ♬ 点上方播放按钮可收听 洞见主播云湾朗读音频 疲惫之余,要学会给自己松绑,让自己不至于太过劳累。 既要在烟火里扮好角色,也要学会在喧嚣外安静观心。 既要一个跪地捡碎银,也要举杯邀明月。 《庄子评注》里有一句话:人生在世,一半是演员,一半是观众。 衣襟沾满红尘,眼底藏着星河,这便是中年人最好的活法。 关于家庭:一半承担,一半放手。 人到中年以后,会发现:真正决定一个人生活质量的,其实是家庭。 为了守护这份幸福,中年人把自己活成了石桥。 01 作者:洞见·沐川 孩子的学费、父母的药费、伴侣的叹息,像一道道裂缝布满桥身。 带父母辗转几个医院对比治疗方案;操心孩子一日三餐;和伴侣为琐碎小事争吵,转头又默默煮一碗面放在对方桌前;不敢病、不敢倒,甚至 不敢喊一声累。 汪国真对中年有个很生动的描述: " 在你这个 ...
和讯投顾张汇:探底过程中,什么时候才能够见底?
He Xun Cai Jing· 2025-06-21 03:23
Core Viewpoint - The market is currently in a state of fluctuation without clear signs of bottoming out, with key resistance levels being tested but not surpassed [1][2]. Market Analysis - The market experienced a day of low-volume fluctuations, indicating uncertainty about whether a bottom has been reached [1]. - The Shanghai Composite Index has been influenced by the banking sector, showing relative resilience compared to other indices [2]. - Other indices, such as the Shenzhen Component and ChiNext, displayed clear downward trends, with no signs of a bottom being established [3]. Technical Indicators - The key resistance level for the market is identified at 3368, which has been tested multiple times without success [1]. - A failure to break through this resistance could lead to further declines, with the next support level at 3353 being at risk of being breached [2]. - The market is expected to find a new equilibrium at lower levels before a potential recovery can be anticipated [3].
直击股东会 五粮液曾从钦:有风有雨是常态,风雨兼程是状态
Nan Fang Du Shi Bao· 2025-06-21 00:01
Core Viewpoint - The chairman of Wuliangye Group, Zeng Congqin, emphasized the importance of collaboration and resilience in navigating the cyclical nature of the liquor industry, asserting that the cultural and emotional attributes of liquor remain unchanged despite industry adjustments [1][3]. Industry Overview - The liquor industry is currently experiencing a deep adjustment period, following a historical trajectory that includes a golden period (2003-2012), a deep adjustment period (2013-2015), a structural prosperity period (2016-2023), and now a new deep adjustment period starting in 2024. The overall trend is described as wave-like progress and spiral ascent [3][4]. Product Strategy - Wuliangye's management highlighted a "quantity-price balance strategy" for its core product, the eighth generation of Wuliangye liquor. The company plans to dynamically adjust the volume and timing of product releases to meet market demand [4][6]. - In early 2023, Wuliangye reduced the planned contract volume for the eighth generation liquor in certain channels, particularly focusing on specialty stores and channel operators. The company is also piloting a direct distribution model in 20 cities, including Beijing and Shanghai [4][6]. - The management aims to optimize contract volumes based on the financial strength and capabilities of distributors, while also expanding into emerging markets and enhancing e-commerce channels [6][10]. Marketing and Market Expansion - The company is focusing on innovative marketing activities, including events like the "Wufens Festival" and plans for sports marketing in the future. There is an emphasis on building a membership system to enhance brand loyalty among consumers [6][10]. - Wuliangye is prioritizing the banquet market, reporting double-digit growth in both the number of banquet events and bottle openings in the first half of the year, maintaining a strong position in the thousand-yuan price segment [10].
美联储报告称劳动力供应放缓 官员对未来利率走向意见相左
智通财经网· 2025-06-20 23:05
不过,并非所有官员都支持短期内降息。里士满联储主席巴金表示,目前尚无迫切理由降息,尤其考虑 到新一轮关税可能推高物价,而就业市场与消费支出仍具韧性。他在接受外媒采访时表示:"我不认为 现在的数据让我们必须快速行动。我对通胀未达标已经持续四年这件事非常警觉。" 智通财经APP获悉,周五,美联储在6月向国会提交的半年度货币政策报告中表示,自2024年年中以 来,移民数量大幅减少,导致劳动力供应增速放缓,在就业增长逐渐降温之际,有助于劳动力市场维持 平衡。报告称:"劳动力供给增长不如往年强劲,主要是由于移民显著减少,加上劳动参与率有所下 降。" 尽管如此,美联储仍形容当前美国就业市场"保持稳健",职位增长保持"温和"节奏,失业率处于较低水 平。随着过去几年劳动力需求逐步降温,多项指标显示,劳动力市场已回归平衡状态,紧张程度较疫情 前已有缓解。不同年龄、教育、性别和族裔群体的失业率均维持低位,劳动力市场的改善也呈现广泛分 布。 美联储在报告中重申了主席鲍威尔及其他官员近期的观点,即当前的货币政策仍具灵活性,利率可以保 持不变,等待更清晰的经济前景再作决策。周三,美联储连续第四次维持基准利率在4.25%至4.5%区间 ...
美联储半年度货币政策报告:劳动力市场已趋于平衡,重申继续观望,等待前景更明确
Sou Hu Cai Jing· 2025-06-20 22:32
Labor Market - The U.S. unemployment rate in May was 4.2%, remaining stable and at historical lows since mid-last year [2] - Average monthly job additions in the first five months of the year were 124,000, down from 168,000 last year [2] - The employment cost index for private sector workers showed a 12-month increase of 3.4% as of March, down from a peak of 5.5% in mid-2022 [2] - Labor supply growth has slowed compared to previous years, with a notable decrease in immigration since mid-last year [2] Inflation Analysis - The Personal Consumption Expenditures (PCE) price index rose by 2.1% year-over-year in April, down from 2.6% at the end of last year [3] - The core PCE price index, excluding food and energy, increased by 2.5% year-over-year in April, down from 2.9% at the end of last year [3] - Short-term inflation expectations have risen significantly this year, primarily due to tariff concerns, while most long-term inflation expectations remain consistent with the Fed's 2% target [3] Economic Activity - U.S. economic activity paused in the first quarter, with a real GDP annualized growth rate of -0.2%, largely due to a surge in imports ahead of anticipated tariff increases [4] - Consumer spending growth has slowed this year, with a real growth rate of approximately 1% in the first quarter, compared to robust growth rates of around 3% expected for 2023 and 2024 [5] Financial Market Conditions - Short- and medium-term nominal Treasury yields have moderately declined this year, reflecting a significant drop in real yields [6] - The market anticipates that the federal funds rate will decrease by over 100 basis points to 3.3% by the end of 2026 [6] - The overall financial system remains resilient despite significant volatility in April, with total debt of households and non-financial corporations continuing to decline as a percentage of GDP, now at the lowest level in 20 years [6] International Situation - Foreign economic activity is expected to moderately expand in the first quarter of 2025, supported by increased demand from U.S. importers ahead of anticipated tariff hikes [7] - Recent indicators show a slowdown in foreign growth, with many foreign economies experiencing significant declines in business conditions and confidence this year [7] Monetary Policy Outlook - The Fed continues to reduce its holdings of U.S. Treasury and agency mortgage-backed securities while slowing the pace of reductions to facilitate a smooth transition to ample reserve balances [9] - The Fed is committed to supporting full employment and returning inflation to the 2% target, carefully evaluating upcoming data and evolving risks when considering further adjustments to the federal funds rate [9] - The report indicates a cautious monetary policy stance by the Fed, balancing inflation pressures with the need to maintain labor market stability while monitoring uncertainties in domestic and international economic developments [9]
普京:2025年俄经济最重要任务是实现平衡增长
Zhong Guo Xin Wen Wang· 2025-06-20 21:39
Group 1 - The core message of the article emphasizes that despite facing complex external challenges, the Russian economy has maintained a GDP growth rate of over 4% for the past two years, with significant advancements in key sectors such as agriculture, industry, construction, logistics, services, finance, and information technology [1] - President Putin stated that the perception of the Russian economy being entirely dependent on oil and gas exports is outdated, highlighting the ongoing structural changes within the economy [1] - The Russian economy's inflation rate has decreased to single digits, with an annualized inflation rate of 9.6% as of June 16, and the unemployment rate has stabilized at around 2.3%, reaching a historical low [1] Group 2 - Putin called for global cooperation to address the challenges faced by the world today, inviting partners to contribute to the establishment of a new global growth model for ensuring prosperity and stability [2] - The 28th St. Petersburg International Economic Forum, held from June 18 to 21, attracted around 20,000 representatives from over 100 countries and regions, with the theme "Common Values - The Cornerstone of Growth in a Multipolar World" [2][3] - The St. Petersburg International Economic Forum, founded in 1997, has become one of Russia's most significant international economic forums [3]
全球资金流重新分配,中国资产何以成为“核心配置”?
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-20 11:27
Group 1 - A significant trend is the unprecedented reallocation of capital, with a notable increase in investment funds in the U.S. reaching $62 trillion, up approximately $30 trillion over the past decade, indicating a growing desire for diversification among investors [1] - External risks, such as fluctuating U.S. tariff policies and high equity valuations, have led to a global rebalancing of capital, prompting investors to sell off dollar assets and seek opportunities elsewhere, particularly in China [2][3] - China's financial market is seen as a major opportunity for foreign capital due to its policy stability, complete industrial structure, and technological advancements, marking a shift in foreign investment from marginal participation to core allocation [4] Group 2 - To capitalize on the influx of foreign capital, China needs to implement institutional reforms, including improving market access, removing foreign ownership limits, and optimizing cross-border investment policies [4][5] - Strengthening monetary policy is essential, with the central bank having introduced various structural monetary tools to support key sectors and stabilize the economy [5] - Enhancing connectivity with international financial markets and improving financial infrastructure is crucial for risk management and financial stability [5][6] Group 3 - There is a need to deepen the two-way opening of capital markets to facilitate foreign investment, including expanding the coverage of mutual market access mechanisms and increasing the range of investment products available to foreign investors [5][6] - Specific areas for improvement include the inclusion of small-cap stocks and illiquid stocks in mutual access programs, as well as expanding the types of bonds and futures available for foreign investment [6]
伊朗外交官:伊朗已表明其在与欧洲打交道时奉行明智、平衡和务实政策的意愿。
news flash· 2025-06-20 09:31
Group 1 - The core viewpoint is that Iran has expressed its intention to pursue a wise, balanced, and pragmatic policy in dealing with Europe [1]
环万绿湖“智囊团”成立,世界级“湖泊+”要来了!
21世纪经济报道· 2025-06-20 08:06
作 者丨郑玮 编 辑丨喻淑琴 骤雨敲打窗棂,广东省"百千万工程"指挥部会议室里气氛热烈。 该专业委员会由何镜堂院士、郭仁忠院士以及华南理工大学校长唐洪武等19位专家委员、8位 企业委员共同组成,将立足世界级标准,系统性推进环万绿湖区域绿色发展战略实施,推动环 万绿湖区域实现生态保护与经济发展的深度融合,打造绿色发展新样板。 随着专业委员会正式成立,这个以东江为纽带的区域发展战略规划逐步显现雏形。 实施范围涉河源、惠州、韶关三市 南方财经记者在会议现场了解到,环万绿湖世界级"湖泊+"绿色发展区(以下简称:绿色发展 区)初定实施范围达7909平方公里,计划覆盖河源市中心城区、灯塔盆地国家现代农业示范 区、龙川县、紫金县环万绿湖周边乡镇,以及韶关市新丰县、惠州市龙门县部分区域等共计9 个街道40个乡镇。 6月17日下午,广东省政协主席林克庆、省政府党组成员陈良贤,协同何镜堂、郭仁忠两位院 士以及多位专家,与广东省生态环境厅、省农业农村厅、省工业和信息化厅等十余个省直部门 负责人汇聚于此,共同见证环万绿湖世界级"湖泊+"绿色发展区建设专业委员会的诞生(以下 简称:专业委员会)。 但如果把视图进一步拓宽, 这份规划也不 ...