据道琼斯通讯社、路透社等媒体消息，全球市场研究机构 Counterpoint Research 13日公布的初步数据显示，苹果手机5月份在中国的销量升至榜首，4月和5 月全球销量同比增长15%。外媒指出，这是这家科技巨头近三年来获得的最强劲的月度表现。 分析认为，经历了三年下滑后，苹果公司全球销量的增长得益于苹果最大的两个市场——美国和中国，这两个市场的iPhone销量在4月至5月期间恢复了增 长。这一数据初步表明，苹果公司在中国市场通过力度空前的降价策略提振销量的努力在短期内带来了成效。 该研究机构的高级分析师Ivan Lam表示，这一数据为iPhone第二财季的全球销量表现奠定了良好基础。但他也指出，"一如既往，销量的波动都取决于两个 市场——中国和美国"，然而在依赖国补和大幅降价促销的情况下，iPhone在华销售是否还有"更大的增长空间"，这仍然是一个问题。 2025年1月5日，中国北京，北京三里屯 Apple Store 零售店（三里屯苹果店） IC photo 中国市场是苹果最重要的全球市场之一，但苹果在大中华区的营收已连续五个季度同比下滑。 根据苹果2024财年第四财季（自然年为2024年第三季度 ...

Core Insights - The "National Subsidy" policy has expanded to include a wider range of consumer goods, leading to increased competition among e-commerce platforms and a surge in consumer interest [1][2][12] - The rapid consumption of subsidy funds has prompted some regions to implement limits on the availability of these subsidies, creating a competitive environment for consumers to "抢额度" (grab quotas) [2][17][20] - The impact of the subsidy policy is uneven across different platforms, with companies like JD.com benefiting significantly due to their business model aligning with the policy's requirements [6][7][8] Group 1: National Subsidy Policy - The National Subsidy policy has been expanded to include consumer electronics and home appliances, leading to a broader range of subsidized products [1][2] - As of the end of May, over 150 billion yuan of the total 300 billion yuan subsidy fund has been consumed, indicating a high demand for the program [2][20] - The policy has led to a shift in consumer behavior, with many consumers seeking to take advantage of subsidies by coordinating purchases across different regions [1][2] Group 2: E-commerce Platforms - JD.com is identified as the biggest beneficiary of the subsidy policy due to its self-operated model, which aligns well with the policy's risk control requirements [6][7] - Other platforms like Alibaba's Tmall are also participating in the subsidy program, but face challenges due to the presence of non-compliant sellers [7][8] - Smaller e-commerce platforms like Pinduoduo struggle to meet the certification requirements for the subsidies, limiting their ability to compete effectively [8][12] Group 3: Consumer Behavior and Market Dynamics - The subsidy policy has stimulated consumer demand, particularly in the smartphone sector, leading to a notable increase in sales [12][13] - The competition for subsidies has intensified, with consumers needing to act quickly to secure funding, leading to a "抢额度" mentality [17][20] - The policy has also revitalized offline retail channels, as consumers return to physical stores to take advantage of subsidies [13][15] Group 4: Challenges and Risks - The rapid consumption of subsidy funds has led to reports of shortages and limits on availability in various regions, raising concerns about the sustainability of the program [17][20] - Issues such as price manipulation and fraudulent claims have emerged, prompting calls for stricter oversight and regulation of the subsidy process [22][23] - The long payment cycles for subsidy reimbursements create cash flow challenges for retailers, potentially discouraging participation in the program [24][25]

从结构上看，大金融是市场上涨的主力，航运物流则因经贸利好继续上涨。那么，大金融上涨究竟是何 缘故？与公募新规可能存在一定关联。国金证券认为，公募基金新规也有望驱动资金流向券商板块。 沪指站上3400点 | 综合看盘 | 数据看盘 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 名称 | 最新 | 涨跌 | 涨幅 | 总手 | 金额 | 开盘 | | 上证指数 | 3403.95 | +29.08 | 40.86% | 4.65 Z | 5349 Z | 3374.24 | | 深证成指 | 10354.22 | +66.14 | +0.64% | 6.23 乙 | 7819 Z | 10278.91 | | 北证50 | 1420.93 | +15.13 | +1.08% | 15447 | 333.2 Z | 1402.73 | | 创业板指 | 2083.14 | +20.88 | +1.01% | 1.94 乙 | 3695 Z | 2062.27 | | 科创50 | 1013.77 | +4.09 | +0.41% | 486.87 ...

北京时间5月12日晚，美股三大指数开盘大涨，道指涨2.56%，纳指涨4.12%，标普500指数涨2.93%。 美国科技七巨头集体大涨。亚马逊涨超8%；特斯拉、脸书涨超6%；苹果、英伟达涨超5%；谷歌、微软 分别上涨3.4%、1.41%。据智通财经报道，苹果iPhone在华大幅降价开启新一轮促销。天猫Apple Store 官方旗舰店公布的促销信息显示，5月16日20点起，iPhone 16 Pro 128GB在叠加国补和多种优惠之后， 到手价5499元，较原价7999元减少了2500元。 | < W | 万得美国科技七巨头指数(MAGS) | | | | --- | --- | --- | --- | | | 50222.79 2441.46 +5.11% | | | | 资料 成分 | 资讯 | 相关基金 | | | 名称 | 现价 | 涨跌幅 ◆ | li | | 亚马逊(AMAZON) | 210.051 | 8.80% | | | AMZN.O | | | | | 特斯拉(TESLA) | 317.660 | 6.50% | | | TSLA.O | | | | | 脸书(META PLATF | 6 ...