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高盛:与疫情或金融危机期间相比 投资者现在更加“情绪化”
Zhi Tong Cai Jing· 2025-05-22 03:05
她说,制定这一策略的部分原因在于高盛团队的工作:"当你考虑投资时,你如何确保所有的噪音、所 有的头条新闻、所有的混乱不会真正扭曲你对我们必须提出的最佳投资建议的看法?我们注意到,人们 对这届美国政府的解读是受到个人政治偏见的驱动。例如,如果有人非常民主,他们倾向于认为本届政 府所做的一切都是不可接受的,他们实际上会说,'我们需要清算,因为我们认为事情不会这么顺利。 如果你恰好是共和党人,他们会说,也许(特朗普)没有以最好的方式传递信息,但这些观点都非常有 效,这是人们必须关注的。" Mossavar-Rahmani的经历与皮尤研究中心(Pew Research)等机构编制的数据相符。今年2月,皮尤研究中 心的一项研究发现,平均每10个美国人中就有4个对经济持乐观态度,他们绝大多数是共和党人或倾向 共和党的人。只有10%的民主党人预计未来12个月经济会好转,64%的人预计会变得更糟。 高盛高管Sharmin Mossavar-Rahmani认为,政治偏见正在扭曲投资者对经济风险的看法,尤其是在特朗 普政府执政期间,导致一些客户让情绪凌驾于合理的投资策略之上。特朗普给经济前景注入了相当多的 不确定性,但高盛一位投 ...
一生要出片的年轻人,买爆相机
36氪· 2025-05-14 14:26
Core Viewpoint - The article highlights the resurgence of the camera market in China, driven by the younger generation's desire for high-quality photography and self-expression, marking a shift from smartphones to dedicated cameras [4][18][23]. Group 1: Market Trends - In the first five months of 2024, China's camera shipment volume accounted for 23.4% of the global market, surpassing Europe and becoming the second-largest market after the Americas [4]. - The digital camera market in China is experiencing significant growth, with Nikon's sales revenue increasing by 14.2% and Canon's digital camera sales in China rising by over 30% year-on-year [23]. - The demand for cameras has led to instances of popular models selling out, with some requiring a lottery system for purchase [20][24]. Group 2: Consumer Behavior - Young consumers are increasingly investing in cameras, viewing them as a form of "emotional investment" rather than just a hobby, with individuals like Lin Yao and Qiao Shuai spending tens of thousands of yuan on equipment [10][13][41]. - Social media platforms, particularly Xiaohongshu, have seen a surge in content related to cameras, with over 17 million posts related to the topic, indicating a strong community interest [15][16]. - The perception of cameras has shifted from being seen as outdated to trendy, with younger consumers eager to share high-quality images on social media [18][28]. Group 3: Technological Advancements - Camera manufacturers are integrating AI technology to enhance user experience, with features like automatic editing and scene recognition becoming standard [31][32]. - The market is witnessing a trend towards high-end, professional-grade cameras, with younger consumers showing a preference for models priced between 5,000 to 10,000 yuan [26][27]. - The rise of action cameras, particularly those equipped with AI, is also notable, as they cater to the needs of younger consumers who prioritize portability and high-quality video recording [36][38]. Group 4: Industry Challenges - Despite the growth, the camera industry faces challenges such as competition from smartphones, supply chain risks, and the need to balance environmental concerns with commercial growth [42]. - The article suggests that the camera market's revival reflects broader trends in consumer behavior, cultural confidence, and technological innovation in China [41][42].