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布拉:去年中国鲑鱼进口量增长63%,市场潜力巨大
自动播放 波兰Seneka投资集团首席执行官皮奥特·布拉表示,去年中国进口5000吨鲑鱼,这个数字至少会翻倍, 市场潜力巨大。 ...
亚洲最惨!印度外资疯狂出逃,中国凭啥成资本避风港?
Sou Hu Cai Jing· 2025-11-19 06:37
今年,印度股市迎来了一场不小的资本"大逃亡"。 外国投资者一口气从这里撤走了超170亿美金,这个数字创下了多年来的新低。 要知道去年同期,这些资本还在往印度跑,净流入足足有200亿美金,一进一出的反差,让印度成了亚 洲外资流出最严重的市场。 资本这东西从来都是"嫌贫爱富"还怕风险,哪里安稳有赚头就往哪里去。 这次从印度撤资的主力,都是些有头有脸的角色。 7月以来,美国、卢森堡、日本的基金撤得最凶,这些全球知名的投资机构,按理说最懂市场风向。 他们集体用脚投票,背后肯定不是一时兴起。 全球新兴市场里,资金的流向变化更能说明问题。 以前不少基金还愿意给印度留点位置,现在配置比例已经降了不少。 反观中国,份额一路飙升,成了全球资本眼里的香饽饽。 这种鲜明的对比,可不是偶然发生的,里面藏着的门道值得好好说道。 外资用脚投票:印度为啥留不住钱? 印度曾经也是资本眼里的"潜力股",为啥现在就不招人待见了?最核心的问题还是地缘上的套利空间没 了。 以前中美博弈紧张的时候,不少资本觉得印度能当个"平衡者",想借着印度替代中国部分产业,还能配 合美国的对华政策赚点差价。 可后来中美关系慢慢缓和了,印度这个"平衡者"的价值一下子 ...
库克:中国仍是最具活力市场之一,iPhone17系列将带动业绩反弹
Sou Hu Cai Jing· 2025-10-31 04:08
Core Insights - Apple CEO Tim Cook expressed strong confidence in the potential of the Chinese market, describing it as "vibrant and dynamic" and anticipating revenue growth in the Greater China region driven by the strong performance of the iPhone 17 series [1][3] Financial Performance - In Q4 of fiscal year 2025, Apple's revenue in the Greater China region was $14.493 billion, a decrease of 3.59% compared to the same period last year [1] - The decline was attributed to temporary iPhone supply constraints and intense competition from local brands like Huawei [1] Market Demand Indicators - Cook emphasized that the Chinese market is showing "very healthy demand indicators," with significant increases in store foot traffic and strong consumer response to the new iPhone 17 series [3] - Early sales data indicated that the iPhone 17 series had a 14% higher sales rate in both the U.S. and China compared to previous models [3] Future Outlook - Cook optimistically predicted a rebound in Greater China performance in the upcoming December quarter, citing improvements in supply and continued strong sales of the iPhone 17 series [3] - He concluded that China remains one of Apple's most vibrant markets, expressing a very optimistic outlook for the future [3]