技术赋能消费
Search documents
12月投资事件早知道(12月4日-12月31日)
Sou Hu Cai Jing· 2025-12-04 12:28
来源:市场资讯 LPR利率公布:日历显示,12月22日将公布国内最新LPR利率报价,为国内货币信贷环境提供最新指 引。 贷款市场报价利率(LPR)作为我国金融市场重要的基准利率,LPR调整反映货币政策走向。而2021 年下调的次数为1次,22年、24年分别为3次,23年为2次,平均为2.25次,而目前25年下调的次数仅1 次。随着12月美联储降息预期升温。市场大概率会在最早12月或者25年上半年迎来新一轮货币宽松预 期,明年上半年下调LPR利率大概率是板上钉钉的事情。 对股市的影响:一般LPR下调通常预示着货币宽松,能降低企业融资成本增厚上市公司利润,可能会吸 引资金存款搬家,提振市场信心,推动市场向好。当然,若调整符合市场预期,影响可能较小;若超预 期,则可能引发波动。 (来源:Gangtise投研) 年末投资事件多点花开,压轴事件层出不穷!12月作为2025年收官关键月,机器人、算力、AI等硬核 科技赛道持续引燃市场,美联储货币政策调整引发全球瞩目,海南自贸港、影视游戏等领域也迎来政策 与技术双重催化。本文基于12月核心投资大事件,带你跳出时间线,从宏观、行业、公司三大维度自上 而下解读分析,深挖12月的 ...
广东解锁消费新供给:“一张地图”为岭南烟火导航
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-14 13:20
Core Insights - The article highlights the launch of the "Guangdong Shopping Map" and "Guangdong Food Map" by the Guangdong Provincial Department of Commerce, aimed at boosting winter consumption and enhancing the consumer experience through technology integration [1][2][4]. Group 1: Overview of the Maps - The "Guangdong Shopping Map" integrates quality consumer offerings across 21 cities, featuring key shopping areas, duty-free stores, and local specialties, serving as a comprehensive guide for consumers [2][4]. - The "Guangdong Food Map" showcases nearly 300 landmark dishes from various Cantonese culinary styles, providing a visual and textual representation of local cuisine [2][3]. Group 2: Technological Integration - The maps utilize QR codes for easy navigation, allowing consumers to access tailored information and directions to their desired shopping or dining locations [3][5]. - The integration of platforms like Alipay and Meituan enhances user experience by providing real-time recommendations based on location and consumer preferences [6][7]. Group 3: Economic Impact - The initiative aims to stimulate consumer demand and improve the quality of supply in the Guangdong market, transitioning from quantity expansion to quality enhancement [4][5]. - The maps are part of a broader strategy to activate winter consumption and promote local businesses, including the distribution of dining vouchers to encourage spending [5][6].