妍锦儿
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PMI背后依然是出口叙事
核心观点 4月制造业PMI环比回落幅度较大,除季节性因素之外,还因4月南方超强降水。即便如此,4月制造业PMI仍高于荣枯线,主因外需订单偏强。 本轮中国出口韧性源自去年,结构上资本品以及中高端出口表现亮眼。这一板块既是当前中国经济的支撑项,也是需求驱动力。 “关键零部件-整机制造-集成应用”完整供应链之下,中国制造的竞争优势无法被他国超越。出口依然是今年内需修复弹性偏低下的一大亮点,对此市场有较强共识。我们认同出口相对优势,之前也提示权益市场可在出口链方面寻找相对收益。 需要提示的是,美联储降息预期一再落空,偏紧的全球美元流动性或带来全球制造业景气被压平,并且新一轮制造业景气周期将被后置,我们
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GBP/USD RISES ON ROBUST UK RETAIL SALES DESPITE MIXED US DATA
GBP/USD climbs lifted by UK retail sales beating forecasts amidst US data volatility.US PPI rise exceeds expectations, indicating ongoing inflation; UK's sales surge reflects consumer optimism.Fed's cautious inflation stance undermines USD; BoE rate cut outlook shifts with recent economic data. The
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RBA’S BULLOCK: IN A GOOD POSITION TO GET INFLATION DOWN IN A REASONABLE AMOUNT OF TIME
The Reserve Bank of Australia (RBA) Governor Michele Bullock spoke in parliament on Thursday. Bullock said that the central bank is in a good position to get inflation down in a reasonable amount of time. Key quotes “Global economy held up better than initially expected.” “Had been worried abo
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港股异动 | 名创优品(09896)涨超5% 发布五年战略规划 TOPTOY持续孵化带来长期成长空间
名创优品(09896)涨超5%,截至发稿,涨4.11%,报41.75港元,成交额6522.58万港元。 消息面上,名创优品近期举办投资者开放日,提出了加速增长的未来5年目标。包括未来5年开店加速。每年900-1100家,海外代理和直营各贡献一半。24年中国增长350-450家,海外增长550-650家,Toptoy24年贡献50-80家;未来5年集团复合增速不低于20%,预计24年收入增速20-25%,国内10-15%,海外30-40%;利润增速高于收入增速,分红比例不低于50%。 招商证券指出,全球兴趣消费市场广阔,公司“1+3”护城河稳固,看好名创国内稳步拓展,海外市场持续高增长,以及TO
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