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Wang Xiao, partner at Qicheng Capital: In the era of consumer market stock, "competing on price" and "competing on value" are both important | Direct hit on the new consumption power conference.
1. Online retail has differentiated from shelf e-commerce to a type represented by pdd holdings, focusing on individual products and price mechanisms, as well as content e-commerce represented by Douyin. Both forms of e-commerce achieve precise matching of supply and demand through efficient algorithms and mechanisms. 2. In a market environment of stagnant or even declining volume, companies need to shift from opportunity-driven to capability-driven, from growth-first to efficiency-first, and from scale-oriented to value-oriented.
Trump's tariff plan angers many? US oil industry warns: rbob gasoline costs rise exacerbating consumer burden
① President-elect Trump of the usa threatens to impose a 25% tariff on products from Mexico and Canada, causing concerns in the oil rbob gasoline industry; ② U.S. refineries highly rely on crude oil imports. The American Petroleum Institute warns that tariffs will raise refining costs and gasoline prices, exacerbating consumer burden; ③ Analysts believe the likelihood of Trump implementing the tariff plan is small.
Alibaba Vs. PDD: A Grim Showdown In Chinese E-Commerce Stocks
Goldman Sachs, Morgan Stanley Cut to Hold at HSBC
Constant shocks! Tariffs and other geopolitical risks are repeatedly escalating, Hong Kong shipping stocks are responding weakly first.
①How much impact does the continuous impact of geopolitical risks such as tariffs have on the shipping sector? ②Hong Kong-listed shipping stocks first responded weaker, which individual stocks showed unusual movements?
China has taken the lead! Wall Street strategists: the next "Trump trade" may be outside of the USA.
①When looking to the future, Jay Pelosky, the founder and global strategist of the New York investment consulting firm TPW Advisory, has insights that differ from many mainstream market views; ②He believes that Trump's victory might ultimately serve as an important catalyst - driving the usa market to end its long-standing excellent performance.