Core Insights - The 2023 China Cross-Border E-commerce White Paper highlights a key trend where independent sellers using a combination of "SEO + social media + influencers" have reduced customer acquisition costs by 18% compared to platform sellers [1] Group 1: Company Overview - Luban Cross-Border Pass, a one-stop overseas marketing service platform under BlueFocus Media, has established a comprehensive empowerment system covering "traffic acquisition - operational conversion - capability growth" [1][13] - The platform has assisted over 50,000 Chinese enterprises in overcoming growth bottlenecks in international markets [1][13] Group 2: Services Offered - The platform offers a "0 service fee + fast account opening" green channel, allowing new customers to complete account verification in as little as 3 working days, which is three times faster than the industry average [2] - Multiple payment methods are supported, including Payoneer, Alipay, WeChat, and PingPong, facilitating transactions in both USD and RMB [2] Group 3: Performance Metrics - A 3C category independent seller utilized the platform's multi-currency real-time recharge feature during the Black Friday promotion, achieving a 15% market share in their niche within the first week of launching a hot-selling product [4] - A home goods brand achieved a 65% increase in CTR and a 32% reduction in customer acquisition costs through targeted Google search ads using a "long-tail keyword + dynamic landing page" strategy [5] Group 4: Media Resource Integration - Luban Cross-Border Pass has integrated resources from major and emerging media, creating a comprehensive traffic matrix that includes social (Meta, TikTok), search (Google, Bing), video (YouTube, BIGO Ads), and niche platforms (Pinterest, Snapchat) [7] - A fast-moving consumer goods brand increased brand exposure by 400% and achieved over 100,000 sales in the first month of a new product launch through a combination strategy involving TikTok, Pinterest, and Taboola [7] Group 5: Training and Support - The platform has developed a three-dimensional training system covering "theoretical learning - practical training - community exchange," offering weekly free live courses on advanced advertising techniques [9] - A specialized "Overseas Advertising Entry Program" is available for novice sellers, providing a 7-day course to teach them the entire process from website monitoring to data optimization [10]

以下文章来源于高瑞东宏观笔记 ，作者高瑞东 刘星辰 高瑞东宏观笔记 . 对全球宏观和金融市场的思考 点击注册小程序 查看完整报告 考虑到非农数据仍保持韧性，关税政策对经济的传导存在滞后影响，预计美联储仍将保持耐心观察，短期内降 息紧迫性不强。但目前来看，关税政策对通胀的冲击更可能是一次性的，全面涨价的风险也相对可控，年内降 息仍然是可选项。当前市场多数预期首次降息时点为9月，年内共降息两次。 一、5月美国通胀环比读数低于市场预期 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 事件： 1）5月美国CPI同比+2.4%，前值+2.3%，市场预期+2.4%；2）季调后CPI环比+0.1%，前值+0.2%，市场预期 +0.2%；3）核心CPI同比+2.8%，前值+2.8%，市场预期+2.9%；4）季调后核心C ...

宏观研究 ❖ CPI 环比低于预期的结构分析 CPI 环比回升，主要是低基数影响下，能源、核心商品、超级核心服务价格由 跌转涨。涨幅偏弱的背后，一是禽流感消退对食品价格的拖累，二是在抢进口 和库存缓冲影响下，关税的价格影响似乎暂未体现，比如对外依赖度较高的服 装、家具家居品、娱乐用品等价格依然温和，核心商品涨价范围也并未明显扩 大。三是超级核心服务回升也较为温和，环比弱于去年同期和全年平均水平。 证 券 研 究 报 告 【宏观快评】美国 4 月 CPI 数据点评 通胀支持美联储继续"等等再看" 主要观点 ❖ 美国 4 月份 CPI 再度小幅低于预期 美国 CPI 连续两个月小幅低于市场预期。4 月 CPI 同比从 2.4%降至 2.3%，彭 博预期 2.4%；核心 CPI 同比持平于 2.8%，彭博预期 2.8%。CPI 和核心 CPI 同 比均降至 2021 年 2 季度以来的最低水平。CPI 环比 0.2%，彭博预期 0.3%，前 值-0.1%；核心 CPI 环比 0.2%，彭博预期 0.3%，前值 0.1%。CPI 通胀宽度回 落，涨价范围收窄，但仍小幅高于 2010-2019 年的波动中枢。 1、食品 ...