近日，各式各样的古代高跟鞋在网络爆火，众多网友惊呼"被惊艳到""原来古代高跟鞋也这么好看！"为满足更多消费者对女鞋的多样化需求，京东服饰携手 众多鞋靴品牌，带来众多融合古风巧思的高跟鞋款式选择，助力女性用户轻松驾驭多样场合，绽放时尚光彩。 职场穿搭恰是于得体中暗藏巧思。在京东热销的路铂廷漆皮玛丽珍高跟鞋，漆皮的光泽感与复古玛丽珍款式完美结合，标志性的铆钉低调吸睛，搭配简约的 通勤装，为气场加分。思加图2025年春季杨幂同款Burano仙女细高跟凉鞋，立体刺绣与重工蕾丝缀于鞋面，6.5cm的适中跟高，巧妙平衡优雅与舒适。 而在日常出行方面，则更需要找到颜值与脚感均在线的美鞋。京东热销的百丽厚底新中式花纹单鞋，便捷魔术贴适配多种脚型，平稳方跟实现舒适增高，逛 街约会无负担。达芙妮2025春季新款国风玛丽珍鞋，中式提花细密点缀，方头自带复古气质，5cm粗跟搭配柔软鞋垫，久站、逛街都很舒适。 无论是职场、日常，还是其他重要场合，京东服饰能够满足你对高跟鞋的需要。想尝试不同风格？打开京东APP，找到那双恰好契合你的心动之选。 在节日、婚礼等重要场合，一双高跟鞋撑起形象"门面"。京东带来的华伦天奴VLogo Signat ...

当地时间7月7日，美国总统特朗普在其社交媒体平台"真实社交"上接连发布多条内容：先是宣称美国政 府将于美国东部时间7月7日12点起向全世界递送与美国关税相关的协议或信件；随后批评金砖国家推行 所谓"反美政策"，并威胁对那些支持金砖立场的国家加征10%的新关税。 美联社报道称，特朗普在7日当天向包括日本、韩国和南非在内的14个国家和地区发送了威胁加征关税 的信函，并紧接着签署了一项行政命令，将"对等关税"的暂缓执行期延长至8月1日。特朗普及其政府官 员没有详细说明具体涉及哪些国家和地区，也没有说明关税的细节，但这些单边行动预计会对美国本土 金融市场及全球贸易体系造成冲击，进一步加剧国际贸易摩擦，产生一系列负面效应。 美国财政部部长贝森特在接受美国有线电视新闻网采访时透露，特朗普计划向大约100个与美国贸易往 来不多的国家发出通知，告知它们如果不采取相应措施，则自8月1日起将面临更高的关税税率。美国白 宫经济顾问委员会主席米兰指出，希望推迟日期或寻求较低关税税率的国家需要作出一定的让步。 《纽约时报》报道指出，在特朗普挥舞"关税大棒"的背景下，欧盟、日本和印度等多个经济体正试图通 过谈判来解决问题，以避免局势升级 ...

Group 1 - The core viewpoint is that Nike's management expects a narrowing of revenue decline to a mid-single-digit percentage in Q1 of FY2026, following an 11% year-over-year decline in Q4 of FY2025 [1] - Nike's revenue for Q4 FY2025 decreased by 11% year-over-year, exceeding FactSet's expectation by 3.4%, with regional revenue declines in North America, EMEA, Greater China, and Asia-Pacific-Latin America [1][2] - Inventory levels remained high, with a year-over-year change of 0% in Q4 FY2025, and Nike plans to continue reducing inventory over the next two quarters [1] Group 2 - Management anticipates a year-over-year revenue decline of mid-single digits for Q1 FY2026, with gross margin expected to decrease by 350-425 basis points, including a 100 basis point negative impact from tariffs [2] - The increase in wholesale holiday orders is offset by declines in the Greater China region, with apparel and footwear categories showing year-over-year declines of 9% and 12%, respectively [2] - Macquarie believes that approximately $1 billion in incremental tariff costs will be alleviated through optimizing sourcing and production distribution, reducing the import share from China, and phased price increases starting in Fall 2025 [2] Group 3 - In the Greater China region, Nike's direct business revenue declined by 15% year-over-year, with digital and store sales down 31% and 6%, respectively [3] - The decline in wholesale revenue by 24% year-over-year is expected to relieve pressure on retailers like Tmall [3] - Efforts to revitalize the Chinese market will take time, with deeper resets leading to increased discounts and reduced supply, as evidenced by an 11% year-over-year decline in inventory [3] Group 4 - The report maintains an underperform rating for Yue Yuen Industrial Holdings and Kwan Hung Holdings, despite ongoing revenue challenges for Nike in China [4] - Tmall is rated outperform with a target price of HKD 3.70, as competition from domestic and emerging international brands may lead to more discounts [4] - Yue Yuen is rated underperform with a target price of HKD 9.60, facing slow recovery in brand client orders and adverse impacts from raw material costs and foreign exchange [4]

Group 1 - The U.S. is set to finalize several trade agreements, with higher tariffs expected to be announced by July 9 and effective from August 1 for countries that do not reach an agreement [1][2] - Various U.S. associations, including the American Apparel and Footwear Association, have expressed concerns that the tariffs will significantly increase domestic manufacturing costs and weaken the competitiveness of U.S. exports due to retaliatory tariffs from other countries [2] - The EU, Japan, and India are all emphasizing the protection of their national interests during ongoing trade negotiations, with the EU seeking a principle agreement by July 9 and considering extending the tariff suspension period if necessary [2][3] Group 2 - The EU has indicated that it will take countermeasures to protect its economy if negotiations fail, with all possible responses being considered [3] - Japan's trade negotiations with the U.S. are stalled, primarily over issues related to the automotive and agricultural sectors, with Japan stressing the importance of investment over tariffs [3] - India's trade discussions with the U.S. also face challenges in the automotive, steel, and agricultural sectors, with Indian officials asserting that any agreement must prioritize national interests [3]

要说这谈判为啥谈崩了，核心就是美国的要求太离谱。他们想让印度答应两件事：一是美国继续对印度的汽车及零部件、钢铁、纺织品这些产品加征关税； 二是印度得对美国产品全面开放市场，施行零关税。这哪是谈判啊，简直是逼印度签"不平等条约"。 眼看着7月9日美国关税暂缓期就要到了，特朗普政府最近忙得团团转。一边放话要给170多个没达成协议的国家发"关税通知单"，一边又吹嘘好多国家快跟 美国签约了，其中就包括印度。结果7月4日，印度直接给了美国一记响亮的耳光——宣布要对部分美国产品加征报复性关税，还特意去世界贸易组织备了 案，明明白白说美国加关税违反规则，印度这是正当反制。 面对美国的施压，印度这次没怂。不仅宣布加征报复性关税，还特意去WTO备案，占住了"合规反击"的理儿。更关键的是，莫迪最近忙着访问5个国家，还 确认要参加7月6日在巴西举行的金砖国家峰会，明眼人都看得出来，他这是去搬救兵了。 莫迪在公开场合把金砖国家夸得天花乱坠，说这是"全球南方"国家合作的重要平台，能帮着建立"平衡的多极化世界秩序"。这话翻译过来就是：美国想搞单 边霸权，我们金砖国家得团结起来制衡它。印度想借着金砖的声势，给美国施压，在贸易谈判中争取更多 ...

据《今日印度》5日报道，美方要求印度开放农产品市场，尤其是接纳转基因玉米、大豆等农产品，但印 方以"粮食安全和影响农村生计"为由拒绝。 《印度快报》5日援引一名印方官员的话报道说，印方的核心利益在于确保纺织品、鞋类等劳动密集型产 品的持续市场准入，汽车零部件出口也是关切点之一。此外，美国不愿在钢铁领域向任何国家作出让步。 2月13日，美国总统特朗普（右）与到访的印度总理莫迪在华盛顿白宫出席联合记者会。新华社记者胡友松摄 新华社消息，印度和美国贸易谈判最后期限将至，双方仍在汽车、钢铁以及农业等领域存在分歧。印度媒 体4日报道，印度计划对部分美国产品征收报复性关税。印度商业和工业部长皮尤什·戈亚尔当天强硬表 态，只有互利互惠才能达成协定。 双方分歧依然难解 美国所谓"对等关税"90天暂缓期将于7月9日结束，印度和美国仍在进行贸易谈判。据路透社报道，印美贸 易谈判目前在汽车及零部件、钢铁和农产品领域存在分歧。印度一方面不愿开放农业和乳业市场，一方面 要求美方对印度商品的关税税率低于面向越南等国的关税税率。 由首席谈判代表拉杰什·阿格拉瓦尔率领的印方代表团4日结束与美方的又一轮贸易谈判。印度报业托拉斯 援引一名印度官 ...

Economic Growth Outlook - Cambodia's economy is projected to grow by 5.2% in 2025, according to the Cambodian People's Party Chairman Hun Sen [1] - The World Bank has revised Cambodia's economic growth forecast for 2025 down to 4% from an earlier estimate of 5.5% [1] - The World Bank report highlights that while Cambodia's economy shows resilience, growth is uneven, particularly in labor-intensive manufacturing sectors like garments and footwear [1][3] Export Market Diversification - Cambodia is working on diversifying its export markets and products, despite the U.S. being its largest export market [1][3] - The Cambodian government is focusing on maintaining flexibility and resilience in the garment and footwear industries amid external pressures [3] Impact of U.S. Tariff Policies - The uncertainty surrounding U.S. tariff policies is significantly impacting Southeast Asia's economic growth, including Cambodia [2][3] - The Cambodian garment and footwear sectors are particularly vulnerable to potential U.S. tariffs, with many factories awaiting decisions from U.S. authorities [3] Agricultural Sector Development - Cambodia aims to enhance its agricultural value chain by focusing on the processing of products like cashews, bananas, and mangoes [4][5] - The country is pushing for local processing to add value to agricultural products, which is crucial for its economic foundation [4] RCEP and China-Cambodia Trade Relations - China remains Cambodia's largest trading partner, with ongoing benefits from the RCEP and China-Cambodia Free Trade Agreement [6] - Cambodia's trade deficit with China is expected to persist, as the country imports many intermediate goods for processing and re-export [6] Infrastructure and Belt and Road Initiative - The Belt and Road Initiative is crucial for Cambodia's infrastructure development, which is necessary for global competitiveness [8][9] - Future cooperation under the Belt and Road Initiative will focus on industrial development and enhancing quality and standards in various sectors [9] Financial Cooperation and Currency Settlement - The cross-border RMB business between China and Cambodia is projected to reach approximately 20 billion yuan in 2024, doubling year-on-year [10] - The establishment of a currency settlement system will facilitate easier transactions between Cambodian and Chinese businesses [10] Youth and Technological Collaboration - Cambodia's young population is seen as a potential asset for technological collaboration with regions like the Guangdong-Hong Kong-Macao Greater Bay Area [11] - There is a strong interest in fostering cooperation between young innovators from both regions to explore market opportunities [11]

先说大盘，标普500涨了0.47%创新高，纳指更猛涨近1%，就道指跟闹着玩似的微跌。这波行情主要靠科技股撑场子：特斯拉一口气涨近5%，甲骨文爆拉 5%，英伟达苹果也跟着涨超2%。但微软家的AI芯片事儿让Marvell跌了2.5%，看来科技圈这风口转向也挺快。有意思的是，特朗普说跟越南谈成了贸易 协议，服装鞋类股跟着起飞，耐克直接涨超4%，这消息刺激够劲儿。 小伙伴们，我是帮主郑重。今儿咱们聊聊美股这热闹的一夜——标普500又刷了历史新高，但道指却偷偷摸摸跌了点儿，纳指倒是跟着科技股嗨了一把。 这涨跌不一的行情背后，藏着哪些值得琢磨的事儿？咱慢慢唠。 现在这市场啊，就像在走平衡木：科技巨头靠着业绩和AI故事撑着指数，但贸易政策变来变去，经济数据又时不时给人泼冷水。作为中长线投资者，咱 得把眼光放远点——科技股的反弹是情绪修复还是基本面支撑？贸易协议带来的短期利好能不能转化成企业长期增长？这些才是该琢磨的关键。记住， 市场永远不缺波动，缺的是看清趋势的耐心。我是帮主郑重，咱下回接着聊。收起 重点说说特斯拉，交付量连续两季下滑，按说该跌吧？结果人家涨超4%，成交370多亿美金成了美股"顶流"。后来一看，凯茜伍德的A ...

Group 1 - The core viewpoint of the articles highlights a significant rise in technology stocks, which has positively influenced major U.S. stock indices, particularly the Nasdaq, which rose approximately 0.8% [1][3] - Major technology companies such as Tesla, Apple, TSMC, and Nvidia saw substantial stock price increases, with Tesla rising over 4% and TSMC increasing by over 3% [3] - The market reacted positively to a new trade agreement between the U.S. and Vietnam, which is expected to alleviate potential supply chain crises for apparel and footwear companies [3] Group 2 - The U.S. stock market faced initial pressure due to a report from ADP indicating a decrease of 33,000 jobs in the private sector, marking the first monthly decline since March 2023 [5] - Analysts suggest that if upcoming official employment data also falls short of expectations, the Federal Reserve may consider interest rate cuts in their upcoming policy meeting [5][6] - U.S. Treasury Secretary Scott Bessenet indicated that the Federal Reserve might lower interest rates as early as September, citing that tariffs have not significantly contributed to inflation [6]

有限解释车间 文 ｜ 哈尼 编辑 ｜ 梅卡 来源｜ 三联电子厂（ID: cyberlife2024 ） 封面来源 ｜ 企业 官方 以下文章来源于三联电子厂Pro ，作者哈尼 三联电子厂Pro . 这两年，丑鞋纷纷被装进了年轻人和中产们的鞋柜——从洞洞鞋Crocs、UGG再到勃肯鞋，你眼看着它们在小红书上的曝光量越来越高，也眼看着它们的销 量一路走高——2025年5月勃肯鞋的公司Birkenstock Holding plc净利润大涨47%，这些肉眼可见的流量与财报成绩，就像一记记耳光，打在了传统审美的脸 上。 这双鞋的造型确实超出了我对"设计感"的认知边界：俯瞰它，像是在看一条猪腰子；从侧面看过去，它又像一双被卡车轮胎压过后的登山靴。 厚厚的鞋底让人想起了解晓东唱过的"妈妈纳的千层底"，但鞋底之上，略显大胆的色块撞击，以及大面积的突兀的鞋带配饰，又让人觉得这双千层底遭遇了 外星文明的改造。 时尚媒体于是忙着给丑鞋定义，称它们是审美毒药，权威杂志则评述其为最糟糕的发明。可这并不妨碍年轻人对它们的抢购风潮，因为，在一双双丑鞋身 上，大家可以DIY进叛逆（就差在洞洞鞋里插秧一把香菜了），夺回设计权；也可以一边晒着自 ...