You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大摩:中國消費者開支不會很快恢復到疫情前水平
大摩(MS.US)發表報告,稱中國消費者開支不會很快恢復到疫情前的水平,預計今年中國消費者開支將反彈9%,而明年增長將回落至4.8%,較疫情前低0.5個百分點,這將對星巴克(SBUX.US)等國際品牌帶來衝擊。 報告,今年有三個因素對中國消費者造成壓力,首先是中國未有有像美國等其他國家在疫情期間刺激消費;其次是疫情期間中國所失去的3,000萬個服務業職位,只會在今年稍後及明年恢復三分之二;第三是房地產市場持續疲弱。 大摩提到,星巴克在美國餐廳股票中,是最未能受惠於中國復甦,因估計今年中國咖啡店行業的同店銷售增長約7%,較2019年仍然有低十位數跌幅,而且中國本土品牌競爭加劇,亦令國際品牌的處境更加艱難,上月中國的咖啡店數量按年增長16%,大部分為本土品牌,而像星巴克等的跨國公司則一直在失去市佔率。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account