这种折腾来参加活动的这种形式类似这种活动实际上在12月份已经有老铺黄金的这个店铺参加到了15倍积分实际上就是我们万象的积分基本上是这个一块钱消费积分然后我们的回馈大概是千分之七所以实际上老铺参加这个15倍积分就相当于已经 买众奢的这种人群其实去万阳城消费的这个频率还是比较高的所以其实老铺的这个在陕阳万阳城的这种销售销售额也其实还是依托于本身这个项目它辐射高消费人群的范围啊会会比较广一点所以这个店目前仍然还是我们这个系统里啊单独单单项目来算的话 生意额最高的基本上也比二三年就是翻了一倍然后还有比较就是值得今年期待的哈就是说这个去年有两家扩了电的这个万用城一个是深圳的最早合作的这万用城然后之前呢是210多坪目前已经扩到了340多坪所以这个是在二四年已经完成这个扩电了啊所以其实我们要看比如说这个 像扩安店之后比如说二十四年十二月这个深圳万永城的这个三百多平米的店他基本上就做了五千四百多万将近五千五百万然后基本上一月份也也能达到四千七百多万就基本上他这个扩安店之后基本上单月的销售就已经是在这个四千万到五千万的这个这个销售区间了所以实际上 接近这个在九折以下八八折八七折这样的一个综合的这个折扣所以其实四季度整个的生意额 ...

Equity Research 7 February 2025 Barclays Metals & Mining Mined Matters - Ukraine ceasefire winners and losers Our weekly briefing covering top news flow in the space, chart of the week, latest positioning data, commodity price moves, sound bites from the supply chain, recent global research, upcoming events and corporate access. We appreciate your 5-star vote in the 2025 Extel Developed Europe Research Survey in the Metals & Mining category. View our analysts → Vote for Barclays → Chart of the Week FIGURE 1 ...

Cross-Asset Valuations M Global Idea Risk Premiums Limbo – How Low Can They Go? Risk premiums can stay tight even if rates move +/-100bp from here. Credit does better than stocks when yields fall, but the macro backdrop and policy mix still favor stocks for now, yet timing is everything. Stay OW in global equities and spread products. February 7, 2025 06:25 PM GMT Key Takeaways Exhibit 1: Equity and credit risk premium 'smiles' – valuations can stay tight as long as rates move within a certain range -1.0 -0 ...

CITI'S TAKE We expect Meituan to report 4Q24 by end-Mar and expect in-line result with possible slight upside on core-local commerce Op. Into 1Q25/2025E, investors are concerned about on-demand delivery volume growth, unit- economics trend amid high-base, potential revival of competition in local services and margins drag from its accelerated pace of overseas expansion initiatives. Keeta has progressed rapidly in topping download chart in Saudi Arabia, which we believe could prompt Keeta to expand into othe ...

V i e w p o i n t | 07 Feb 2025 02:47:34 ET │ 26 pages Global Macro Strategy - Views and Trade Ideas Macro Themes for the Tariff-Fatigued (And One That Is Not) CITI'S TAKE There is a lot going on outside of the threat of tariffs for various countries. A Ukraine peace deal could be discussed soon. We sell EURPLN. National security-driven tariffs may be put on various industries. We go long COMEX/LME copper basis. US banks' capital requirements may be eased. We counsel patience for US steepeners. The BoE is s ...

FICC Research Economics 7 February 2025 Global Economics Weekly The art of rapid deal-making Last-minute negotiations averted tariffs on Mexico and Canada for now, showing a still-transactional Trump. But the trade war with China has begun and Trump's attention is expanding to the EU and geopolitical deals. Meanwhile, payrolls indicate a robust US labour market ahead of next week's CPI. Global Synthesis The art of rapid deal-making. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...

February 7, 2025 03:01 AM GMT § = Consensus data is provided by Refinitiv Estimates Lenovo | Asia Pacific Dec-Q smartphone shipments are better than than expected What's new? According to IDC, Lenovo shipped 14.6mn units (-2% q/q, +11% y/y) of smartphones in the Dec-Q; this is 2.4% higher than MSe and 3.9% higher than the Street. EMEA and India continue to be good areas of growth for Lenovo, with EMEA shipments up 16% q/q to ~2.7mn units and India growing 7% q/q to ~2.8mn units. Stay OW: We had mentioned in ...

第03期 总第3005期 2025年1月18日 WEEKLY ON STOCKS 投 ना 之 日 资 元 海内外精英共话蛇年投资 灵蛇献瑞启新岁,春风送暖迎佳节! 值此蛇年春节来临之际, 《证券市场周刊》特邀数十位海内外精英共聚一堂 深入探讨蛇年投资新机遇! P08 . . C ISSN 1004-6291 875 82- 邮发代号: 人民币30元 大陆地区零售价: 台港澳地区零售价:港币50元 P44 春季攻势看好超跌股 P48 2025年国补启动 家电、数码等产业链受益 P72 2024年IPO数据全览：100家企业成功上市 439家企业IPO终止 A 股春之声 谢长艳 灵蛇舞动,新春来临! 行业中脱颖而出。 本期,海内外知名机构、知名投资人齐聚一堂,展望蛇 年的投资机会。种种迹象都彰显着,中国经济和资本市场正 在蛇年向春而行,充满无限生机和蓬勃希望。 回首龙年,新"国九条"等各项政策对中国经济和资本 市场有效托举,尤其是以"国家队"为代表的各类资金大规 模入市,为市场注入了强大的稳定性力量。以市值管理为指 引的"中特估"战略,更是为资本市场带来了全新的估值视 角。上市公司通过分红、回购等方式前所未有地 ...

10 February 2025 U.S. Machinery Electrical Infrastructure: AI Data Center Investment.... How Can You Tell When Enough is Enough? Chad Dillard +1 212 969 1017 chad.dillard@bernsteinsg.com Miguel Marques, CFA +1 212 823 3907 miguel.marques@bernsteinsg.com Alasdair Leslie +44 20 7762 4952 alasdair.leslie@bernsteinsg.com Luke Rochussen, CFA, CA +44 207 170 5110 luke.rochussen@bernsteinsg.com Specialist Sales Steve Song +1 212 969 1070 steve.song@bernsteinsg.com The DeepSeek news pulled forward the possibility o ...

J P M O R G A N Asia Pacific Equity Research 11 February 2025 TSMC Advanced packaging and CoWoS updates Overweight 2330.TW, 2330 TT Price (10 Feb 25):NT$1105.0 Price Target (Dec-25):NT$1500.0 Technology and Telecoms Gokul Hariharan AC (852) 2800-8564 gokul.hariharan@jpmorgan.com J.P. Morgan Securities (Asia Pacific) Limited/ J.P. Morgan Broking (Hong Kong) Limited Robert Hsu (886-2) 2725-9864 robert.hsu@jpmorgan.com J.P. Morgan Securities (Taiwan) Limited Lakshya Jain Gokul Hariharan AC (852) 2800-8564 goku ...