大年初三，终于不用喝酒了！说几句掏心窝的观点。 整个春节，AI概念又火了，明确自己观点，我依旧看好人工智能是主线，要不然也不会重新布局恒科，节前连恒医都又建仓了，它们都是人工智能逻辑， 科技目前只有一条主线，就是人工智能，就像前几年是新能源。 1、白酒，大多数人不要参与。 不过，地产消费能源这些，可能会在今年反转，后面还有2~3年的行情。说白了，投资的成长性是股价的位置，并不是业绩，因为业绩好的科技公司已经10 倍了…… 问问自己，如果你也年少有为，你想不想买豪车载着心爱的姑娘兜风。大年初二，你想不想开着豪车，提着茅台、拉菲、和天下等去岳父母家拜年。 快乐消费，情绪消费有时候比物质的本身更重要，不要说面子，人赚钱是为了什么，如果只是满足温饱的生存，刚需，性价比，你不用那么拼！ 2、消费，本来就是没办法交流的事情。 消费股的逻辑其实就是消费的逻辑，你的认知与消费能力，决定你的参与的逻辑，我不觉得普通散户远离地产消费能源这些是错，毕竟科技股的机会更多， 股票的数量更多。 无论什么筹码都是有人赚有人赔，你觉得没有行情的白酒地产，去年也有朋友在里面赚了几十点，别人做自己擅长的筹码，其他并不关心。你觉得你的工作 不行， ...

Core Insights - The high-end cigarette market is facing a significant decline in demand, with inventory turnover extending from 15 days to 45 days, indicating a liquidity crisis for retailers [1][3] - In contrast, low-end cigarettes priced below 20 yuan are experiencing a surge in sales, with a reported 8% increase in volume [3][13] Group 1: Market Trends - High-priced cigarette sales are projected to drop by 12% year-on-year in 2024, while low-priced cigarettes are gaining traction [3] - The shift in consumer behavior is attributed to increased financial pressures on workers, leading to a preference for cheaper alternatives [5][13] Group 2: Consumer Behavior - Many consumers, particularly those with high living costs and debt burdens, are opting for the cheapest cigarettes available [5][13] - The trend of consumption downgrade is evident among middle-class individuals who are forced to switch from premium brands to more affordable options due to financial constraints [5][13] Group 3: Regulatory and Cultural Factors - Stricter anti-smoking policies are being implemented across over 30 cities, contributing to a decline in high-end cigarette purchases [7] - The traditional office culture of sharing high-end cigarettes is diminishing, as more individuals prioritize health and refuse offers of cigarettes [9] Group 4: Demographic Shifts - Younger generations, particularly those born in the 90s and 00s, show a lower inclination to smoke compared to older generations, further impacting the demand for high-end cigarettes [11][13] - The overall decrease in smoking rates among youth is linked to rising cigarette prices and changing social dynamics [13]

Core Insights - Finding reliable cigarette wholesale manufacturers is challenging due to the overwhelming number of businesses in the market [1] - The article provides various methods to locate these manufacturers' contact information [3][4][5][6][7][8] Group 1: Methods to Find Manufacturers - Industry exhibitions offer excellent opportunities for face-to-face communication with manufacturers, allowing for direct acquisition of contact information [3] - Joining local tobacco industry associations or chambers can provide access to reliable manufacturer lists and contacts [3] - Online platforms, including search engines and B2B sites like Alibaba, are essential tools for finding manufacturer information [4] Group 2: Traditional and Personal Approaches - Traditional media such as industry magazines and newspapers still hold value, often publishing advertisements and contact details of manufacturers [5] - Leveraging personal networks through friends and industry colleagues can yield trustworthy manufacturer contacts [6] - Conducting on-site visits to manufacturers allows for firsthand assessment of their capabilities and direct communication with management [7] Conclusion - The search for cigarette wholesale manufacturers' contact information can be effectively accomplished using various strategies, each with its unique advantages [8]