新华社北京9月16日电 商务部等9部门16日对外发布《关于扩大服务消费的若干政策措施》，提出五方 面19条举措进一步扩大服务消费。 文件提出，实施服务消费提质惠民行动，持续深化"购在中国"品牌打造，开展"服务消费季"系列促消费 活动。开展消费新业态新模式新场景试点城市建设。积极发展首发经济，推动创新和丰富服务消费场 景，支持优质消费资源与知名IP跨界合作，打造一批商旅文体健融合的消费新场景，培育一批新型消费 龙头企业。 此外，扩大服务业高水平对外开放。推动互联网、文化等领域有序开放，扩大电信、医疗、教育等领域 开放试点。支持将更多服务消费领域纳入《鼓励外商投资产业目录》，提供差异化服务供给。 文件还明确，优化学生假期安排，完善配套政策。在放假总天数和教学时间总量保持不变的情况下，鼓 励有条件的地方结合气候条件、生产安排、职工带薪休假制度落实等因素，科学调整每学年的教学和放 假时间，探索设置中小学春秋假，相应缩短寒暑假时间，增加旅游出行等服务消费时间。（记者王雨萧 魏弘毅） 文件要求，结合实际、因地制宜延长热门文博场馆、景区营业时间，优化预约方式，鼓励推行免预约。 鼓励引进国外优秀体育赛事，支持地方举办大众体育 ...

21世纪经济报道记者周慧 北京报道 9月16日，商务部等9部门联合印发《关于扩大服务消费的若干政策 措施》（以下简称《措施》）。 《措施》提出5方面19条具体任务措施，具体举措包括，培育服务消费促进平台，开展消费新业态新模 式新场景建设；丰富高品质服务供给，提升文化娱乐、体育、家政、养老、托育等服务供给水平；吸引 更多境外人员入境消费，扩展数字服务消费；加强财政金融支持，统筹利用中央预算内投资、地方政府 专项债券等各类资金渠道支持服务设施建设，加大服务消费信贷支持力度；优化服务消费统计方法。 21世纪经济报道记者梳理发现，《措施》涉及的服务消费的范围非常广，涉及行业包括互联网、文化、 电信、文博场馆、体育赛事、教育培训以及中高端医疗、休闲度假等，相关服务消费行业将迎来政策利 好。 北京大学经济学院教授苏剑接受21世纪经济报道记者采访表示，《措施》的出台表明国家比以往更加重 视服务消费。他指出，《措施》所涵盖的行业范围广泛、措施具体明确，既着眼于扩大服务消费的优质 供给和需求，也注重加强财政金融支持，包括"对服务业经营主体给予财政贴息支持，推动降低经营主 体融资成本"，这些都有利于激发服务消费市场活力。 放宽市 ...

商务部9月16日消息，近日，商务部等9部门发布《关于扩大服务消费的若干政策措施》。《政策措施》 明确，扩大服务业高水平对外开放。推动互联网、文化等领域有序开放，扩大电信、医疗、教育等领域 开放试点。加快推进服务业扩大开放综合试点示范。支持将更多服务消费领域纳入《鼓励外商投资产业 目录》，提供差异化服务供给。 ...

Dividend Increases - Verizon Communications has increased its dividend to 69 cents per share, marking a 1.8% increase from the previous payment, with an annual dividend of $2.71 and a dividend yield of 6.17% [3][12] - Johnson Controls International announced an 8.1% increase in its dividend to 40 cents per share, resulting in an annual dividend of $1.48 and a dividend yield of 1.37% [5][8][12] - Broadcom is expected to announce a dividend increase by the end of 2025, with a potential increase of around 13%, which would raise its dividend to approximately 67 cents per share [10][11][12] Company Performance - Verizon has shown a total return of approximately 15.5% in 2025, outperforming the S&P 500's 12.8% return, but lagging behind AT&T's 34.2% return [1][2] - Johnson Controls has achieved a total return of over 37% in 2025, driven by strong performance in its data center vertical, which now accounts for more than 10% of total sales [6][7][12] - Broadcom's free cash flow reached a record of just under $25 billion in the last quarter, indicating strong business performance [10] Subscriber Trends - Verizon's retail postpaid phone business has lost over 400,000 subscribers in 2025, while its broadband business has added more than 600,000 customers [4][12]

人民财讯9月16日电，商务部等9部门印发《关于扩大服务消费的若干政策措施》，其中提出，扩大服务 业高水平对外开放。推动互联网、文化等领域有序开放，扩大电信、医疗、教育等领域开放试点。加快 推进服务业扩大开放综合试点示范。支持将更多服务消费领域纳入《鼓励外商投资产业目录》，提供差 异化服务供给。 ...

Core Viewpoint - The article emphasizes the importance of service consumption in improving people's livelihoods and driving economic transformation, proposing measures to boost consumption and expand domestic demand [1] Group 1: Cultivating Service Consumption Promotion Platforms - Implementation of the "Service Consumption Quality Improvement and Benefit Action" to enhance policy support, build platforms, and optimize the consumption environment [2] - Development of pilot cities for new service consumption formats and scenarios, promoting innovative service consumption landscapes [2] Group 2: Enriching High-Quality Service Supply - Expansion of high-level opening up in the service industry, particularly in internet, culture, telecommunications, and healthcare sectors [3] - Support for cultural and artistic sectors through funding and resource utilization to enhance cultural product supply [3] - Encouragement of foreign sports events and local mass sports events to create well-known sports brands [3] Group 3: Stimulating New Service Consumption Growth - Attraction of more foreign visitors for consumption through visa policy optimization and promotion of cultural resources [4] - Expansion of digital service consumption and support for e-commerce platforms to innovate online and offline integration [4] - Adjustment of student holiday arrangements to increase service consumption opportunities [4] Group 4: Strengthening Financial Support - Utilization of various funding channels to support the construction of service facilities in culture, tourism, and sports [5] - Encouragement of financial institutions to increase credit support for service consumption sectors [5] - Implementation of consumption credit support measures to reduce financing costs for service industry operators [5] Group 5: Improving Statistical Monitoring Systems - Optimization of service consumption statistical methods to reflect regional development accurately [6] - Encouragement of the use of big data for monitoring and analysis of service consumption [6]

Market Performance Review - The Hong Kong stock market showed strong performance this week, driven by southbound capital, rising interest rate cut expectations, and technology sector strength, with the Hang Seng Index, Hang Seng Composite Index, and Hang Seng Tech Index rising by +4.07%, +3.82%, and +5.31% respectively [3][13] - Most primary industry sectors recorded gains, with the materials sector continuing to perform strongly, achieving a weekly increase of over 6%. The information technology sector, led by major tech companies like Alibaba and Tencent, also saw a weekly increase exceeding 6% [3][13] - As of the end of the week, the 5-year PE (TTM) valuation percentile for the Hang Seng Composite Index stood at 82.57%, indicating a valuation level above the 5-year average [3] Macroeconomic Environment - The macroeconomic environment for the Hong Kong market remains closely tied to the performance of the Chinese economy, with over 80% of profits in the Hong Kong market coming from Chinese companies [39][41] - In August, China's exports in USD terms grew by 4.4% year-on-year, while imports increased by 1.3%, both figures falling short of expectations [39][46] - The People's Bank of China is expected to conduct a 600 billion yuan reverse repurchase operation on September 15, indicating ongoing monetary support [41] Sector Allocation Outlook - The report favors sectors that are relatively prosperous and benefit from policy support, including automotive, new consumption, innovative pharmaceuticals, and technology [3][46] - Low-valuation state-owned enterprises that are stable in performance and stock price, as well as local Hong Kong banks, telecommunications, and utility dividend stocks, are also highlighted as favorable [3][46] - Attention is drawn to potential impacts from the US-China trade disputes, with recommendations to avoid sectors and companies with significant exposure to the US market [3][46] Buyback Statistics - The total buyback amount for the week was 3.81 billion HKD, a decrease from the previous week's 5.58 billion HKD, with 49 companies participating in buybacks [27][30] - Tencent Holdings led the buyback activity with 2.75 billion HKD, followed by HSBC Holdings with 490 million HKD [27][30] - The information technology and financial sectors saw the highest number of companies engaging in buybacks, with 12 and 9 companies respectively [30]

数据来源：国家统计局 近一年全国电信业务总量当期值及同比增长统计图 相关报告：智研咨询发布的《2025-2031年中国通信网络优化服务行业市场发展形势及未来趋势研判报 告》 2025年1-6月，全国电信业务总量累计值为9180.9亿元，累计增长9.3%；2025年6月，全国电信业务总量 当期值为1629.5亿元，同比增长12.9%，环比增长5.5%。 2020-2025年上半年全国电信业务总量统计图 数据来源：国家统计局 ...

相关报告：智研咨询发布的《2025-2031年中国通信网络优化服务行业市场发展形势及未来趋势研判报 告》 2025年1-6月，全国电信业务收入累计值为9055.2亿元，累计增长1%；2025年6月，全国电信业务收入当 期值为1567.1亿元，同比下降0.5%，环比增长4.3%。 2020-2025年上半年全国电信业务收入统计图 数据来源：国家统计局 近一年全国电信业务收入当期值及同比增长统计图 数据来源：国家统计局 ...

Core Viewpoint - Vodafone Group PLC (VOD) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive trend in earnings estimates which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system emphasizes the importance of earnings estimate revisions, which have shown a strong correlation with near-term stock price movements [4][6]. - An increase in earnings estimates typically leads to higher fair value calculations by institutional investors, resulting in stock price movements [4]. Recent Performance and Outlook - For the fiscal year ending March 2026, Vodafone Group is expected to earn $1.04 per share, which remains unchanged from the previous year [8]. - Over the past three months, the Zacks Consensus Estimate for Vodafone Group has increased by 7.8%, reflecting a positive outlook [8]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with only the top 20% receiving a "Strong Buy" or "Buy" rating [9][10]. - Vodafone Group's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [10].