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《大行報告》高盛:旅遊帶動內地春節服務和商品消費改善 優於市場相對較低預期
阿思達克 02-19 11:25
高盛發表報告指,在本月10日至17日中國新年假期收集的零售及消費數據顯示,中國服務及貨品消費在強於預期的人流下穩固,勝於市場相對較低的預期,在消費者的消費及旅遊意欲之上,長假期較去年增加一天及較暖天氣為消費提供助力。 該行相信,基於過往所見假日及非假日的季節性因素,譬如健康的中秋節及國慶長假期消費後,去年第四季的消費表現轉弱,中國新年假期消費趨勢的持續性仍為關鍵觀察因素,但該行視中國新年數據令人鼓舞,有助改善庫存及定價。
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