知情人士：美国零售巨头好市多(COST.O)将在印度海得拉巴设立全球能力中心，预计将雇用1000人。 ...

标普500指数和纳指再创新高。 当地时间7月17日，受零售数据增长和失业初请下降的推动，标普500指数和纳斯达克指数再度刷新历史 收盘新高。 美国众议院悉数通过三项加密货币法案 当地时间7月17日，美国国会众议院以308票赞成、122票反对的结果通过了《指导与建立美国稳定币国 家创新法案》（简称《天才法案》）（Genius Act），旨在对加密货币监管进行重大立法改革。该法案 将提交美国总统特朗普，预计将由特朗普签署成为法律。 截至收盘，道琼斯工业指数涨0.52%，报44484.49点；纳斯达克指数涨0.75%，报20885.65点；标普500 指数涨0.54%，报6297.36点。其中，标普500指数、纳斯达克指数均创历史新高。 中概股多数上涨，纳斯达克中国金龙指数涨1.23%。热门中概股方面，联掌门户涨超10%，蔚来、理想 汽车涨超6%，传奇生物涨近6%，大全新能源、路特斯科技涨逾5%。下跌个股方面，禾赛科技跌逾 8%，脑再生跌超2%，BOSS直聘、携程集团跌超1%。 经济数据强势 美股走高与美国经济数据强势表现有关。 美国商务部最新数据显示，6月份美国零售销售环比增长0.6%，超出市场预期的0.1%，并 ...

Group 1 - The core issue revolves around the pricing of a 2-kilogram package of "Nongfu Spring Pure Transparent Edible Ice" sold at Sam's Club for 22.8 yuan, which is significantly higher than the estimated cost of 8 yuan based on the water needed to produce it [1][2] - Sam's Club claims that the ice is produced using a "24 to 32 hours ultra-low speed freezing process," resulting in denser ice crystals that melt 20% slower than regular ice, making it suitable for outdoor camping and cocktail mixing [1][2] - The product is a channel-customized item supplied exclusively by Nongfu Spring to Sam's Club, leading to concerns about price inflation due to the lack of alternative options for consumers [2][3] Group 2 - Critics question whether the premium pricing is justified given that the market cost for regular edible ice is around 0.5 yuan per kilogram, while Sam's ice is priced at 11.4 yuan per kilogram, representing a markup of over 20 times [2] - Supporters argue that the ice addresses issues of homemade ice being fragile and melting quickly, appealing particularly to high-income consumers who prioritize quality and convenience [2] - The controversy highlights a trend in the retail industry where companies use "technical narratives" to justify premium pricing, raising concerns about the transparency of costs and the effectiveness of marketing claims in an era of increasing information symmetry [3]

Core Viewpoint - The rise of self-produced podcasts by brands is a significant trend, driven by the need for deeper engagement and connection with consumers, moving away from traditional advertising methods [7][18][22]. Group 1: Growth of Podcasts - The number of Chinese podcasts surged from 11,000 in June 2020 to 42,000 by June 2024, indicating a robust growth in the medium [6]. - Over 30 brands have ventured into self-produced podcasts in the past five years, including luxury brands like GIADA and LV, as well as tech companies like Feishu and Zhihu [11]. Group 2: Types of Brand Podcasts - Two main categories of self-produced podcasts have emerged: those focusing on practical value (e.g., career and finance) and those exploring the "spiritual world" of contemporary individuals [15][16]. - Popular examples include Feishu's "Organizational Evolution" and GIADA's "Rock in the Flower," which cater to different audience needs [15][16]. Group 3: Reasons for Brands to Produce Podcasts - Self-produced content allows brands to create a more authentic connection with consumers, moving away from overt sales tactics [18][19]. - Brands are increasingly choosing podcasts as they offer a platform for deeper storytelling and engagement, particularly appealing to younger, educated audiences [22][23]. Group 4: Audience Characteristics - Podcast listeners are predominantly young, with 70% being post-90s and post-00s, and they tend to be well-educated and have higher income levels [28]. - The audience is concentrated in first-tier and new first-tier cities, with a significant portion holding bachelor's degrees or higher [25]. Group 5: Production Process and Challenges - The production process for brand podcasts is described as flexible and lightweight, allowing for high-value content creation with relatively low effort [29][30]. - Despite the potential for engaging content, brands face challenges in reaching wider audiences, as emotional connections are often more effective than functional value in attracting listeners [41][42].

金十数据7月2日讯，澳大利亚5月份零售额增幅低于预期，促使交易员更加坚定了澳洲联储最快将于下 周降息的预期。澳大利亚统计局周三公布的数据显示，5月份零售销售增长0.2%，高于上月的持平，但 低于0.5%的预期增幅。此前的一系列报告显示，从物价压力缓解到出人意料的失业和谨慎的消费者情 绪，经济势头正在减弱，这加强了澳洲联储进一步降息的理由。交易员完全消化了今年还有三次降息的 预期，且最快将在下周二降息。 澳大利亚零售销售低于预期，增加降息可能性 ...

自美联储上次调整利率以来，已经过去了四次会议和六个月。联邦基金利率介于 4.25% 至 4.5% 之间，保留了为应对大流行时期的一轮通胀而实施的大幅上 调的大部分。 美联储在等待关税的影响时采取了耐心的方法。 美联储周三维持基准利率不变，继续央行近几个月采取的观望态度，因为它观察到唐纳德·特朗普总统关税政策的潜在影响。 美联储周三发布的一项预测表明，人们对通胀重新点燃感到担忧。央行预测，个人消费支出指数是美联储首选的衡量通胀的指标，在 2025 年剩余时间内将 从 2.1% 上升到 3%。这一预测标志着通胀预期高于央行 3 月份发布的通胀预期。 美联储还预测，在 2025 年剩余时间内将降息 25 个基点，延续了 3 月份发布的预测。央行表示，2026 年将再降息两次 25 个百分点，2027 年将下调 1 个四分 之一个百分点。 鲍威尔周三在华盛顿特区举行的新闻发布会上表示，关税可能会在今年"推高价格并给经济活动带来压力"。但是，他补充说，影响将取决于关税的"最终水 平"，而关税经常波动。 鲍威尔说："目前，我们完全有能力等待更多地了解经济的可能走向，然后再考虑对我们的政策立场进行任何调整。 美联储的最新利 ...

Group 1 - The import tariffs imposed by the Trump administration may have started to affect core commodity prices, potentially increasing inflationary pressures [1] - The U.S. Labor Department is expected to release the Consumer Price Index (CPI) report, which may show the largest increase in core CPI in four months, primarily due to the price increases from tariffs [1][2] - Economists predict that May will mark the beginning of high inflation readings related to tariffs, with this trend likely to continue until the end of the year [1] Group 2 - The CPI is expected to rise by 2.5% year-on-year in May, up from 2.3% in April, reflecting base effects from last year's lower data [2] - Core CPI is anticipated to increase by 0.3% month-on-month, the largest rise since January, and is expected to rise by 2.9% year-on-year, slightly above April's 2.8% [2] Group 3 - Concerns have been raised regarding the accuracy of CPI data due to the U.S. Bureau of Labor Statistics (BLS) pausing data collection in three cities, influenced by resource constraints and budget cuts [3] - The BLS has experienced a significant reduction in staffing levels, with at least a 15% decrease, which may impact data collection and reporting [4] - Despite staffing issues, the BLS maintains that the data quality meets strict standards and continues to evaluate data reliability [5]

在京东电商平台，一家名为"京胖宝库经营部"的珠宝店铺格外醒目——所售饰品均标注着"胖东来品 质"字样，产品标价从百余元到3万元不等。根据京东商城证照信息，该店铺属"个人经营者"，经营 地址为江西宜春市某小区仓库。 当记者以消费者身份咨询时，该店铺客服声称，"与胖东来为同一供应链"，并表示"货是一样的"，甚至 提到"可到检测机构检测"。然而，当被要求出示具体凭证时，商家却闪烁其词。 对此，胖东来工作人员对记者称，暂未在京东平台开设相关店铺，其对上述店铺"打擦边球"行为也颇为 无奈。"一直都在各个（电商）平台检索、取证，但数量太多了。"该人士表示，尤其是这种标注"胖东 来品质"而非明确标注"胖东来"的行为，维权难度更大，"还需要消费者擦亮眼睛，慎重选择。" 实际上，这种"蹭名"胖东来的现象并不少见。不久前，浙江海宁一家名为"胖都来"的商场开业，因名称 与"胖东来"高度相似，被指蹭热度。 胖东来迅速反击，不仅向浙江当地市场监管部门正式投诉，还向对方邮寄了律师函。"因为'胖东来'作 为零售行业的知名品牌，已经有显著的辨识度。'胖都来'的宣传行为容易造成消费者的混淆。"胖东来 相关负责人表示。 君悦（合肥）律师事务所主 ...

观察者网消息，在美国总统特朗普的关税压力下，沃尔玛等美国零售巨头一度要求中方承担关税成本， 在被中国商务部等有关部门约谈后才同意由美方承担全部关税。但上个月中美同意90天内暂停实施关税 后，美国零售巨头又被曝出尔反尔，不仅想让中国供应商分摊关税成本，还想转嫁货运成本。 近期，许多美国进口商抓住关税暂停的窗口期大量进货，导致航运价格飙升。据香港《南华早报》6月7 日报道，中国出口公司的消息人士透露，随着货运成本增加，美国零售巨头正试图对中企施加压力，要 求中国供应商分摊货运成本。美国零售商想要让中企吸收更多额外成本，以应对美国国内要求保持价格 的压力。 来自浙江出口商的消息人士称，过去美国主要零售商会负担货物从中国运到美国的全部费用，因为这些 公司可以利用其与航运公司的长期合作关系来控制成本。但现在情况正发生改变，美国零售巨头要求中 企吸收贸易争端带来的额外成本，一些为美国零售商供货的浙江工厂不得不承担部分甚至全部的货运成 本。 浙江新德集团的一名销售代表告诉《南华早报》，自5月底以来，该公司一直在支付其输美货物60%的 物流费用。 其他行业消息人士此前披露，美国零售商正试图向中国供应商施加压力，要求中企承担高 ...

点击按钮▲立即预约 全球制造业PMI连续3个月低于荣枯线 6月6日，中国物流与采购联合会公布5月份全球制造业采购经理指数（PMI）。5月份全球制造业采购经理指数为49.2%，较上月上升0.1个百分 点，连续3个月低于50%。综合指数变化，全球制造业采购经理指数连续3个月运行在收缩区间，全球经济发展动力持续偏弱。分区域看，亚洲制 造业重回扩张区间，美洲、非洲和欧洲制造业均在收缩区间。 其中，亚洲制造业采购经理指数为50.4%，较上月上升0.4个百分点。美洲制造业采购经理指数为48.4%，与上月持平，连续3个月低于49%，显 示美洲制造业继续在收缩区间。从主要国家数据看，5月份美国制造业采购经理指数为48.5%，较上月下降0.2个百分点，连续4个月环比下降。 （央视新闻） ｜点评｜ 5月全球制造业PMI小幅回升，但整体仍处于收缩区间，关税政策对全球经济的影响仍在持续。中美贸易摩擦暂时降温，一些涉美企业 的订单加速重启，带动亚洲制造业复苏。同时，亚洲各国间的贸易合作关系不断加深，也能为抵御关税冲击提供支撑。5月，除了中国的官方 PMI明显改善以外，不少东南亚国家的PMI均有所回升。 关税政策下，美国制造业持续走弱， ...