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2022-11-14

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Stock Market Rally Meets Retail Sales and Earnings: What to Know This Week

2021-07-13

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2021-05-17

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October on Wednesday, with economists surveyed by Bloomberg estimating a headline increase of 1.0% after spending was flat during the prior month.</p><p>Bets that Federal Reserve policymakers will pull back on the pace and scale of interest rate hikes after October’s Consumer Price Index (CPI) showed easing inflation last month helped propel the major averages towards sizable gains. The S&amp;P 500 rose 5.9% for the week, its best five-day performance since the week ending June 24, while the Dow Jones Industrial Average advanced 4.2%. The Nasdaq Composite had its best week since March, bouncing 8.1%.</p><p>The moves came after the latest CPI reading placed the annual pace of inflation at 7.7% in October and 0.4% over the month, while “core” CPI – which takes out the volatile food and energy categories – slowed to 6.3% year-over-year and 0.3% over October. The figures were better than Wall Street’s calls for a 7.9% year-over-year rise and 0.5% monthly gain and down meaningfully from September’s numbers.</p><p>While the softer data was met with “an equity market ovation,” as Principal Asset Management Chief Global Strategist Seema Shah put it, strategists — and some members of the Federal Reserve themselves — have asserted that excitement is premature given that other economic data will be revealed before the Fed’s next policy-setting meeting in December.</p><p>“Chair Jay Powell has repeatedly emphasized that the Fed does not put too much weight on a single month’s data,” Andy Sparks, MSCI head of portfolio management research, wrote in a note. “His comments following last week’s Federal Open Market Committee meeting likely still reflect current Fed thinking — that a strong labor market continues to support stubbornly high inflation and that the risk of doing too little still outweighs the risk of doing too much.”</p><p>A strong reading on retail sales could derail the market’s push higher: Bloomberg’s consensus economist estimate of a 1.0% jump in the main measure of the monthly report, if realized on Wednesday, would reflect spending remains strong and consumers remain resilient. Investors could interpret that strength as a signal to Fed officials that they have more room for hikes.</p><p>According to Bank of America, two factors account for the anticipated jump in October’s print: another round of Amazon Prime Day and related promotions in addition to July’s event, along with the deployment of one-off stimulus payments in California, which accounts for about one-seventh of the national economy. A pickup in gas spending due to higher prices on gasoline also contributed to the expected increase.</p><p>On the earnings front, Walmart will kick off a big week of retail reports when the retailer reports before the open on Tuesday. Analysts expect that the megastore got a boost from back-to-school shopping, along with more value spending among U.S. consumers weighed down by rising prices. At the same time, results are expected to show pressure from inflation, rising interest rates, and bloated inventories that have plagued many retailers.</p><p>Last quarter, Walmart CEO Doug McMillon said increasing levels of food and fuel inflation were pressuring consumer spending and apparel required more markdown dollars.</p><p>Other consumer names on the earnings deck this week are the Home Depot (HD), Target (TGT), TJX Companies (TJX), BJ&#39;s Wholesale (BJ), Gap (GPS), Kohl&#39;s (KSS), Macy&#39;s (M), and Ross Stores (ROST), among others.</p><p>The market has rewarded positive earnings surprises more than the five-year average, while punishing misses more too, as Wall Street prices in more downside risk as recession fears grow.</p><p>As of Friday, 91% of companies in the S&amp;P 500 have reported third quarter earnings, with 69% reporting actual earnings per share above the mean estimate — below the five-year average of 77% that beat, per FactSet Research. Companies whose results came in better-than-feared saw an average increase in their stock price 2.4% two days before the earnings release through two days after the earnings release, meaningfully higher than the five-year average price increase of 0.9% for companies reporting earnings beats during the same window.</p><p><img src=\"https://community-static.tradeup.com/news/f75c75d7452d215bcfc59a3cf96fc0a2\" tg-width=\"1376\" tg-height=\"792\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The market is rewarding positive EPS surprises in Q3 more than average for S&amp;P 500 companies. (Source: FactSet Research)</p><p>FactSet Research</p><p>Elsewhere in economic data, the Producer Price Index (PPI), a reading on inflation from the production side of the economy, is due out Tuesday. PPI, which measures the change in prices paid to U.S. producers of goods and services, is expected to have cooled last month. The week will also be jam-packed with housing data, including readings on housing starts, building permits, and existing home sales.</p><p>—</p><h2>Economic Calendar</h2><p><b>Monday: </b><i>No notable economic data scheduled for release.</i></p><p><b>Tuesday</b>: <b><i>Empire Manufacturing</i></b>, November (-5.5 expected, -9.1 during prior month); <b><i>PPI Final Demand</i></b>, month-over-month, October (0.5% expected, 0.4% during prior month); <b><i>PPI Excluding Food and Energy</i></b>, month-over-month, October (0.4% expected, 0.3% during prior month); <b><i>PPI Excluding Food, Energy, and Trade</i></b>, month-over-month, October (0.2% expected, 0.4% during prior month); <b><i>PPI Final Demand</i></b>, year-over-year, October (8.4% expected, 8.5% during prior month); <b><i>PPI Excluding Food and Energy</i></b>, year-over-year, October (7.2% expected, 7.2% during prior month); <b><i>PPI Excluding Food, Energy, and Trade</i></b>, year-over-year, October (5.5% expected, 5.6% during prior month); <b><i>Bloomberg Nov. United States Economic Survey</i></b></p><p><b>Wednesday: </b><b><i>MBA Mortgage Applications</i></b>, week ended Nov. 11 (-0.1% during prior week); <b><i>Retail Sales Advance</i></b>, month-over-month, October (1.0% expected, 0.0% during prior month); <b><i>Retail Sales Excluding Autos</i></b>, month-over-month, October (0.5% expected, 0.1% during prior month); <b><i>Retail Sales Excluding Autos and Gas</i></b>, month-over-month, October (0.3% expected, 0.3% during prior month); <b><i>Retail Sales Control Group</i></b>, October (0.3% expected, 0.4% during prior month); <b><i>Import Price Index</i></b>, month-over-month, October (-0.5% expected, -1.2% during prior month); <b><i>Import Price Index Excluding Petroleum</i></b>, month-over-month, October (-0.8% expected, -0.5% during prior month); <b><i>Import Price Index</i></b>, year-over-year, October (4.0% expected, 6.0% during prior month); <b><i>Export Price Index</i></b>, month-over-month, October (-0.2% expected, -0.8% during prior month); <b><i>Export Price Index</i></b>, year-over-year, October (9.5% during prior month); <b><i>Industrial Production</i></b>, month-over-month, October (0.1% expected, 0.4% during prior month); <b><i>Capacity Utilization</i></b>, October (80.4% expected, 80.3% during prior month); <b><i>Manufacturing (SIC) Production</i></b>, October (0.2% expected, 0.4% during prior month); <b><i>Business Inventories</i></b>, September (0.5% expected, 0.8% during prior month); NAHB Housing Market Index, November (36 expected, 38 during prior month); <b><i>Net Long-Term TIC Flows</i></b>, September ($197.9 billion), <b><i>Total Net TIC Flows</i></b>, September ($275.6 billion)</p><p><b>Thursday:</b> <b><i>Housing Starts</i></b>, October (1.412 million expected, 1.439 during prior month); <b><i>Building Permits</i></b>, October (1.515 million expected, 1.564 million during prior month, upwardly revised to 1.696 million); <b><i>Housing Starts</i></b>, month-over-month, October (-1.9% expected, -8.1% during prior month); <b><i>Building Permits</i></b>, month-over-month, October (-3.1% expected, -1.4% during prior month); <b><i>Philadelphia Fed Business Outlook Index</i></b>, November (-6.0 expected, -8.7 during prior month); <b><i>Initial Jobless Claims</i></b>, week ended Nov. 12 (221,000 expected, 225,000 during prior week); <b><i>Continuing Claims</i></b>, week ended Nov. 5 (1.493 during prior week); <b><i>Kansas City Fed Manufacturing Activity</i></b>, November (-7 expected, -7 during prior month)</p><p><b>Friday:</b><b><i> Existing Home Sales</i></b>, October (4.37 million expected, 4.71 million during prior month); <b><i>Existing Home Sales</i></b>, month-over-month, October (-7.3% expected, -1.5% during prior month); <b><i>Leading Index</i></b>, October (-0.4% expected, -0.4% in during prior month)</p><p>—</p><h2><b>Earnings Calendar</b></h2><h2></h2><p><b>Monday:</b> J&amp;J Snack Foods (JJSF), Oatly Group (OTLY), <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Semiconductor (TSEM), Weber (WEBR)</p><p><b>Tuesday: </b>Home Depot (HD), Walmart (WMT), Advance Auto Parts (AAP), Energizer (ENR), Krispy Kreme (DNUT), Tencent Music (TME)</p><p><b>Wednesday:</b> Cisco Systems (CSCO), Bath &amp; Body Works (BBWI), Helmerich &amp; Payne (HP), Lowe&#39;s (LOW), Manchester United (MANU), Nvidia (NVDA), Sonos (SONO), Target (TGT), TJX Companies (TJX), Victoria&#39;s Secret (VSCO), Williams-Sonoma (WSM)</p><p><b>Thursday:</b> Alibaba Group (BABA), BJ&#39;s Wholesale (BJ), Dole (DOLE), Farfetch (FTCH), Gap (GPS), Kohl&#39;s (KSS), Macy&#39;s (M), <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> (PANW), Ross Stores (ROST), The Children&#39;s Place (PLCE)</p><p><b>Friday:</b> Foot Locker (FL), JD.com (JD)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Market Rally Meets Retail Sales and Earnings: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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The S&P 500 rose 5.9% for the week, its best five-day performance since the week ending June 24, while the Dow Jones Industrial Average advanced 4.2%. The Nasdaq Composite had its best week since March, bouncing 8.1%.The moves came after the latest CPI reading placed the annual pace of inflation at 7.7% in October and 0.4% over the month, while “core” CPI – which takes out the volatile food and energy categories – slowed to 6.3% year-over-year and 0.3% over October. The figures were better than Wall Street’s calls for a 7.9% year-over-year rise and 0.5% monthly gain and down meaningfully from September’s numbers.While the softer data was met with “an equity market ovation,” as Principal Asset Management Chief Global Strategist Seema Shah put it, strategists — and some members of the Federal Reserve themselves — have asserted that excitement is premature given that other economic data will be revealed before the Fed’s next policy-setting meeting in December.“Chair Jay Powell has repeatedly emphasized that the Fed does not put too much weight on a single month’s data,” Andy Sparks, MSCI head of portfolio management research, wrote in a note. “His comments following last week’s Federal Open Market Committee meeting likely still reflect current Fed thinking — that a strong labor market continues to support stubbornly high inflation and that the risk of doing too little still outweighs the risk of doing too much.”A strong reading on retail sales could derail the market’s push higher: Bloomberg’s consensus economist estimate of a 1.0% jump in the main measure of the monthly report, if realized on Wednesday, would reflect spending remains strong and consumers remain resilient. Investors could interpret that strength as a signal to Fed officials that they have more room for hikes.According to Bank of America, two factors account for the anticipated jump in October’s print: another round of Amazon Prime Day and related promotions in addition to July’s event, along with the deployment of one-off stimulus payments in California, which accounts for about one-seventh of the national economy. A pickup in gas spending due to higher prices on gasoline also contributed to the expected increase.On the earnings front, Walmart will kick off a big week of retail reports when the retailer reports before the open on Tuesday. Analysts expect that the megastore got a boost from back-to-school shopping, along with more value spending among U.S. consumers weighed down by rising prices. At the same time, results are expected to show pressure from inflation, rising interest rates, and bloated inventories that have plagued many retailers.Last quarter, Walmart CEO Doug McMillon said increasing levels of food and fuel inflation were pressuring consumer spending and apparel required more markdown dollars.Other consumer names on the earnings deck this week are the Home Depot (HD), Target (TGT), TJX Companies (TJX), BJ's Wholesale (BJ), Gap (GPS), Kohl's (KSS), Macy's (M), and Ross Stores (ROST), among others.The market has rewarded positive earnings surprises more than the five-year average, while punishing misses more too, as Wall Street prices in more downside risk as recession fears grow.As of Friday, 91% of companies in the S&P 500 have reported third quarter earnings, with 69% reporting actual earnings per share above the mean estimate — below the five-year average of 77% that beat, per FactSet Research. Companies whose results came in better-than-feared saw an average increase in their stock price 2.4% two days before the earnings release through two days after the earnings release, meaningfully higher than the five-year average price increase of 0.9% for companies reporting earnings beats during the same window.The market is rewarding positive EPS surprises in Q3 more than average for S&P 500 companies. (Source: FactSet Research)FactSet ResearchElsewhere in economic data, the Producer Price Index (PPI), a reading on inflation from the production side of the economy, is due out Tuesday. PPI, which measures the change in prices paid to U.S. producers of goods and services, is expected to have cooled last month. The week will also be jam-packed with housing data, including readings on housing starts, building permits, and existing home sales.—Economic CalendarMonday: No notable economic data scheduled for release.Tuesday: Empire Manufacturing, November (-5.5 expected, -9.1 during prior month); PPI Final Demand, month-over-month, October (0.5% expected, 0.4% during prior month); PPI Excluding Food and Energy, month-over-month, October (0.4% expected, 0.3% during prior month); PPI Excluding Food, Energy, and Trade, month-over-month, October (0.2% expected, 0.4% during prior month); PPI Final Demand, year-over-year, October (8.4% expected, 8.5% during prior month); PPI Excluding Food and Energy, year-over-year, October (7.2% expected, 7.2% during prior month); PPI Excluding Food, Energy, and Trade, year-over-year, October (5.5% expected, 5.6% during prior month); Bloomberg Nov. United States Economic SurveyWednesday: MBA Mortgage Applications, week ended Nov. 11 (-0.1% during prior week); Retail Sales Advance, month-over-month, October (1.0% expected, 0.0% during prior month); Retail Sales Excluding Autos, month-over-month, October (0.5% expected, 0.1% during prior month); Retail Sales Excluding Autos and Gas, month-over-month, October (0.3% expected, 0.3% during prior month); Retail Sales Control Group, October (0.3% expected, 0.4% during prior month); Import Price Index, month-over-month, October (-0.5% expected, -1.2% during prior month); Import Price Index Excluding Petroleum, month-over-month, October (-0.8% expected, -0.5% during prior month); Import Price Index, year-over-year, October (4.0% expected, 6.0% during prior month); Export Price Index, month-over-month, October (-0.2% expected, -0.8% during prior month); Export Price Index, year-over-year, October (9.5% during prior month); Industrial Production, month-over-month, October (0.1% expected, 0.4% during prior month); Capacity Utilization, October (80.4% expected, 80.3% during prior month); Manufacturing (SIC) Production, October (0.2% expected, 0.4% during prior month); Business Inventories, September (0.5% expected, 0.8% during prior month); NAHB Housing Market Index, November (36 expected, 38 during prior month); Net Long-Term TIC Flows, September ($197.9 billion), Total Net TIC Flows, September ($275.6 billion)Thursday: Housing Starts, October (1.412 million expected, 1.439 during prior month); Building Permits, October (1.515 million expected, 1.564 million during prior month, upwardly revised to 1.696 million); Housing Starts, month-over-month, October (-1.9% expected, -8.1% during prior month); Building Permits, month-over-month, October (-3.1% expected, -1.4% during prior month); Philadelphia Fed Business Outlook Index, November (-6.0 expected, -8.7 during prior month); Initial Jobless Claims, week ended Nov. 12 (221,000 expected, 225,000 during prior week); Continuing Claims, week ended Nov. 5 (1.493 during prior week); Kansas City Fed Manufacturing Activity, November (-7 expected, -7 during prior month)Friday: Existing Home Sales, October (4.37 million expected, 4.71 million during prior month); Existing Home Sales, month-over-month, October (-7.3% expected, -1.5% during prior month); Leading Index, October (-0.4% expected, -0.4% in during prior month)—Earnings CalendarMonday: J&J Snack Foods (JJSF), Oatly Group (OTLY), Tower Semiconductor (TSEM), Weber (WEBR)Tuesday: Home Depot (HD), Walmart (WMT), Advance Auto Parts (AAP), Energizer (ENR), Krispy Kreme (DNUT), Tencent Music (TME)Wednesday: Cisco Systems (CSCO), Bath & Body Works (BBWI), Helmerich & Payne (HP), Lowe's (LOW), Manchester United (MANU), Nvidia (NVDA), Sonos (SONO), Target (TGT), TJX Companies (TJX), Victoria's Secret (VSCO), Williams-Sonoma (WSM)Thursday: Alibaba Group (BABA), BJ's Wholesale (BJ), Dole (DOLE), Farfetch (FTCH), Gap (GPS), Kohl's (KSS), Macy's (M), Palo Alto Networks (PANW), Ross Stores (ROST), The Children's Place (PLCE)Friday: Foot Locker (FL), JD.com (JD)","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142477967,"gmtCreate":1626173321859,"gmtModify":1703754777720,"author":{"id":"3579860836864664","authorId":"3579860836864664","name":"Jenny001","avatar":"https://static.tigerbbs.com/1ac62cf850baff7c2b7e62b5d5d13c51","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579860836864664","authorIdStr":"3579860836864664"},"themes":[],"htmlText":"Please like and comment.&nbsp;","listText":"Please like and comment.&nbsp;","text":"Please like and comment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142477967","repostId":"1197147430","repostType":4,"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125111205,"gmtCreate":1624663753707,"gmtModify":1703842932062,"author":{"id":"3579860836864664","authorId":"3579860836864664","name":"Jenny001","avatar":"https://static.tigerbbs.com/1ac62cf850baff7c2b7e62b5d5d13c51","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579860836864664","authorIdStr":"3579860836864664"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125111205","repostId":"1100366418","repostType":4,"repost":{"id":"1100366418","weMediaInfo":{"introduction":"每日央视新闻联播汇总。","home_visible":1,"media_name":"新闻联播","id":"1087842304","head_image":"https://static.tigerbbs.com/8f26375f2c30fa08707cfc63d71529ae"},"pubTimestamp":1624621419,"share":"https://ttm.financial/m/news/1100366418?lang=&edition=fundamental","pubTime":"2021-06-25 19:43","market":"sh","language":"zh","title":"6月25日《新闻联播》要闻汇总","url":"https://stock-news.laohu8.com/highlight/detail?id=1100366418","media":"新闻联播","summary":"今天《新闻联播》主要内容有：1、习近平将同俄罗斯总统举行视频会晤。2、国务院印发《全民科学素质行动规划纲要（2021-2035年）》。3、“深海一号”大气田今天正式投产。\n1、习近平将同俄罗斯总统举行","content":"<p>今天《新闻联播》主要内容有：1、习近平将同俄罗斯总统举行视频会晤。2、国务院印发《全民科学素质行动规划纲要（2021-2035年）》。3、“深海一号”大气田今天正式投产。</p>\n<p><b>1、习近平将同俄罗斯总统举行视频会晤</b></p>\n<p>国家主席习近平将于6月28日同俄罗斯联邦总统普京举行视频会晤。</p>\n<p><b>2、国务院印发《全民科学素质行动规划纲要（2021-2035年）》</b></p>\n<p>国务院日前印发《全民科学素质行动规划纲要（2021—2035年）》。《纲要》由前言，指导思想、原则和目标，提升行动，重点工程和组织实施5部分组成。</p>\n<p>《纲要》提出，到2025年，我国公民具备科学素质的比例超过15%；到2035年，我国公民具备科学素质的比例达到25%。“十四五”时期，分别实施针对青少年、农民、产业工人、老年人、领导干部和公务员等人群的5项科学素质提升行动；实施科技资源科普化、科普信息化提升、科普基础设施、基层科普能力提升、科学素质国际交流合作5项重点工程。</p>\n<p><b>3、“深海一号”大气田今天正式投产</b></p>\n<p>今天（6月25日），我国首个自营超深水大气田——“深海一号”正式投产，标志着我国海洋石油勘探开发能力全面进入超深水时代。</p>\n<p>在大气田上矗立着的“深海一号”能源站是世界首座十万吨级深水半潜式生产储油平台。船体总装快速搭载等技术达到世界先进水平，海底管线铺设等多项深水施工技术突破1500米难关。</p>\n<p>“深海一号”大气田的投产体现了我国深水油气开发能力和深水海洋工程装备建造水平取得重大突破，我国海洋油气开发由此进入世界先进行列。</p>\n<p>“深海一号”大气田探明储量超千亿方，年产天然气30亿方。投产后，气田生产的天然气将输往海南、香港、广东，主要用于天然气发电和城市燃气。</p>\n<p><b>4、国家卫生健康委通报最新疫情</b></p>\n<p>国家卫生健康委今天（6月25日）通报，6月24日0—24时，31个省（自治区、直辖市）和新疆生产建设兵团报告新增新冠肺炎确诊病例24例，均为境外输入病例；新增无症状感染者20例。截至6月24日24时，现有确诊病例486例。</p>\n<p><b>5、5月我国外汇市场总计成交2.80万亿美元</b></p>\n<p>国家外汇管理局最新数据显示，5月，我国外汇市场总计成交2.80万亿美元。其中，银行对客户市场成交0.42万亿美元，银行间市场成交2.37万亿美元。</p>\n<p><b>6、国家会展中心（天津）项目一期启用</b></p>\n<p>国家会展中心（天津）项目一期24日启用。这是继广州、上海之后，商务部在全国布局的第三个国家级会展中心。启用当日也迎来首展——中国绿色智慧建筑博览会。博览会聚焦建筑领域新技术、新工艺，探讨建筑行业绿色高质量发展路径。</p>\n<p><b>7、中巴经济走廊首个电网项目启动送电</b></p>\n<p>今天（6月25日），由中国国家电网承建的中巴经济走廊首个电网项目——巴基斯坦±660千伏默拉直流输电工程启动送电。这是巴基斯坦南电北送的首条直流输电通道，每年可输送300亿度电能，能满足拉合尔及巴基斯坦北部约1000万户家庭用电需求。</p>\n<p><b>8、红沿河核电站5号机组首次并网发电</b></p>\n<p>今天（6月25日），中广核红沿河核电站5号机组完成首次并网发电，该机组使用了我国自主核电技术——ACPR1000，具备三代核电主要安全技术特征。位于辽宁大连的红沿河核电站是东北地区第一座核电站，到2020年底，已累计上网电量达1572亿千瓦时。</p>\n<p><b>9、浙江省首条自主建设运营的电气化铁路开通</b></p>\n<p>今天（6月25日），浙江省首条自主建设运营的电气化铁路——金华到台州的金台铁路正式开通。铁路全长234.9公里，客货共线，总投资199.8亿元。开通后也结束了台州仙居和金华磐安两地不通火车的历史。</p>\n<p><b>10、深圳盐田港全面恢复产能</b></p>\n<p>从6月24日零时起，深圳盐田港全面恢复整体操作。盐田港承担着广东省超三分之一的外贸进出口量，5月下旬以来由于疫情，港区作业受到较大影响。目前，随着疫情得到有效控制，港口20个泊位和所有操作岸吊已全面恢复作业，日吞吐量达3.3万标箱。</p>\n<p><b>11、全球累计新冠确诊病例超1亿7924万例</b></p>\n<p>根据世卫组织最新统计数据，全球累计新冠肺炎确诊病例179241734例，累计死亡病例3889723例。</p>\n<p>世卫组织非洲区域主任莫提24日表示，自5月3日非洲第三波新冠肺炎疫情暴发以来，确诊病例数已连续五周上升；截至本月20日，共新增病例约47.4万例，对比去年同期增加了21%。这可能将成为非洲大陆迄今最严重的一波疫情。目前，非洲累计确诊病例已超过530万例，死亡病例超过138000例。</p>\n<p>截至北京时间今天（6月25日）16时，美国累计确诊病例超过3359万例，死亡病例超过60.3万例。据美国媒体报道，密苏里州24日单日新增病例超过900例，这是自今年2月初以来的最高。此外，过去7天，密苏里州的日均新增确诊超过500例，这一数字为一个多月以来的新高。当地卫生官员指出，近期该州疫情呈现反弹主要原因为德尔塔变异毒株感染病例增多，以及疫苗接种不力。</p>\n<p>英国官方24日公布的数据，过去24小时，新增病例为16703例，为今年2月初以来单日新增新高。目前，英国累计确诊病例达到4684572例，累计死亡病例128048例。</p>\n<p>据日本广播协会电视台报道，24日日本新增新冠肺炎确诊病例1676例，其中东京都新增570例，为日本全国最高。目前，日本累计确诊病例达到790987例。多名日本传染病专家发出警告说，在过去两周时间里，东京的确诊病例呈稳定增长趋势，随着解除紧急状态后人流的增长，传染性很强的变异病毒也正在快速传播。</p>","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n6月25日《新闻联播》要闻汇总\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1087842304\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8f26375f2c30fa08707cfc63d71529ae);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">新闻联播 </p>\n<p class=\"h-time\">2021-06-25 19:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>今天《新闻联播》主要内容有：1、习近平将同俄罗斯总统举行视频会晤。2、国务院印发《全民科学素质行动规划纲要（2021-2035年）》。3、“深海一号”大气田今天正式投产。</p>\n<p><b>1、习近平将同俄罗斯总统举行视频会晤</b></p>\n<p>国家主席习近平将于6月28日同俄罗斯联邦总统普京举行视频会晤。</p>\n<p><b>2、国务院印发《全民科学素质行动规划纲要（2021-2035年）》</b></p>\n<p>国务院日前印发《全民科学素质行动规划纲要（2021—2035年）》。《纲要》由前言，指导思想、原则和目标，提升行动，重点工程和组织实施5部分组成。</p>\n<p>《纲要》提出，到2025年，我国公民具备科学素质的比例超过15%；到2035年，我国公民具备科学素质的比例达到25%。“十四五”时期，分别实施针对青少年、农民、产业工人、老年人、领导干部和公务员等人群的5项科学素质提升行动；实施科技资源科普化、科普信息化提升、科普基础设施、基层科普能力提升、科学素质国际交流合作5项重点工程。</p>\n<p><b>3、“深海一号”大气田今天正式投产</b></p>\n<p>今天（6月25日），我国首个自营超深水大气田——“深海一号”正式投产，标志着我国海洋石油勘探开发能力全面进入超深水时代。</p>\n<p>在大气田上矗立着的“深海一号”能源站是世界首座十万吨级深水半潜式生产储油平台。船体总装快速搭载等技术达到世界先进水平，海底管线铺设等多项深水施工技术突破1500米难关。</p>\n<p>“深海一号”大气田的投产体现了我国深水油气开发能力和深水海洋工程装备建造水平取得重大突破，我国海洋油气开发由此进入世界先进行列。</p>\n<p>“深海一号”大气田探明储量超千亿方，年产天然气30亿方。投产后，气田生产的天然气将输往海南、香港、广东，主要用于天然气发电和城市燃气。</p>\n<p><b>4、国家卫生健康委通报最新疫情</b></p>\n<p>国家卫生健康委今天（6月25日）通报，6月24日0—24时，31个省（自治区、直辖市）和新疆生产建设兵团报告新增新冠肺炎确诊病例24例，均为境外输入病例；新增无症状感染者20例。截至6月24日24时，现有确诊病例486例。</p>\n<p><b>5、5月我国外汇市场总计成交2.80万亿美元</b></p>\n<p>国家外汇管理局最新数据显示，5月，我国外汇市场总计成交2.80万亿美元。其中，银行对客户市场成交0.42万亿美元，银行间市场成交2.37万亿美元。</p>\n<p><b>6、国家会展中心（天津）项目一期启用</b></p>\n<p>国家会展中心（天津）项目一期24日启用。这是继广州、上海之后，商务部在全国布局的第三个国家级会展中心。启用当日也迎来首展——中国绿色智慧建筑博览会。博览会聚焦建筑领域新技术、新工艺，探讨建筑行业绿色高质量发展路径。</p>\n<p><b>7、中巴经济走廊首个电网项目启动送电</b></p>\n<p>今天（6月25日），由中国国家电网承建的中巴经济走廊首个电网项目——巴基斯坦±660千伏默拉直流输电工程启动送电。这是巴基斯坦南电北送的首条直流输电通道，每年可输送300亿度电能，能满足拉合尔及巴基斯坦北部约1000万户家庭用电需求。</p>\n<p><b>8、红沿河核电站5号机组首次并网发电</b></p>\n<p>今天（6月25日），中广核红沿河核电站5号机组完成首次并网发电，该机组使用了我国自主核电技术——ACPR1000，具备三代核电主要安全技术特征。位于辽宁大连的红沿河核电站是东北地区第一座核电站，到2020年底，已累计上网电量达1572亿千瓦时。</p>\n<p><b>9、浙江省首条自主建设运营的电气化铁路开通</b></p>\n<p>今天（6月25日），浙江省首条自主建设运营的电气化铁路——金华到台州的金台铁路正式开通。铁路全长234.9公里，客货共线，总投资199.8亿元。开通后也结束了台州仙居和金华磐安两地不通火车的历史。</p>\n<p><b>10、深圳盐田港全面恢复产能</b></p>\n<p>从6月24日零时起，深圳盐田港全面恢复整体操作。盐田港承担着广东省超三分之一的外贸进出口量，5月下旬以来由于疫情，港区作业受到较大影响。目前，随着疫情得到有效控制，港口20个泊位和所有操作岸吊已全面恢复作业，日吞吐量达3.3万标箱。</p>\n<p><b>11、全球累计新冠确诊病例超1亿7924万例</b></p>\n<p>根据世卫组织最新统计数据，全球累计新冠肺炎确诊病例179241734例，累计死亡病例3889723例。</p>\n<p>世卫组织非洲区域主任莫提24日表示，自5月3日非洲第三波新冠肺炎疫情暴发以来，确诊病例数已连续五周上升；截至本月20日，共新增病例约47.4万例，对比去年同期增加了21%。这可能将成为非洲大陆迄今最严重的一波疫情。目前，非洲累计确诊病例已超过530万例，死亡病例超过138000例。</p>\n<p>截至北京时间今天（6月25日）16时，美国累计确诊病例超过3359万例，死亡病例超过60.3万例。据美国媒体报道，密苏里州24日单日新增病例超过900例，这是自今年2月初以来的最高。此外，过去7天，密苏里州的日均新增确诊超过500例，这一数字为一个多月以来的新高。当地卫生官员指出，近期该州疫情呈现反弹主要原因为德尔塔变异毒株感染病例增多，以及疫苗接种不力。</p>\n<p>英国官方24日公布的数据，过去24小时，新增病例为16703例，为今年2月初以来单日新增新高。目前，英国累计确诊病例达到4684572例，累计死亡病例128048例。</p>\n<p>据日本广播协会电视台报道，24日日本新增新冠肺炎确诊病例1676例，其中东京都新增570例，为日本全国最高。目前，日本累计确诊病例达到790987例。多名日本传染病专家发出警告说，在过去两周时间里，东京的确诊病例呈稳定增长趋势，随着解除紧急状态后人流的增长，传染性很强的变异病毒也正在快速传播。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6c694025628b8161b4f5ce9d7fb17b6c","relate_stocks":{"000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100366418","content_text":"今天《新闻联播》主要内容有：1、习近平将同俄罗斯总统举行视频会晤。2、国务院印发《全民科学素质行动规划纲要（2021-2035年）》。3、“深海一号”大气田今天正式投产。\n1、习近平将同俄罗斯总统举行视频会晤\n国家主席习近平将于6月28日同俄罗斯联邦总统普京举行视频会晤。\n2、国务院印发《全民科学素质行动规划纲要（2021-2035年）》\n国务院日前印发《全民科学素质行动规划纲要（2021—2035年）》。《纲要》由前言，指导思想、原则和目标，提升行动，重点工程和组织实施5部分组成。\n《纲要》提出，到2025年，我国公民具备科学素质的比例超过15%；到2035年，我国公民具备科学素质的比例达到25%。“十四五”时期，分别实施针对青少年、农民、产业工人、老年人、领导干部和公务员等人群的5项科学素质提升行动；实施科技资源科普化、科普信息化提升、科普基础设施、基层科普能力提升、科学素质国际交流合作5项重点工程。\n3、“深海一号”大气田今天正式投产\n今天（6月25日），我国首个自营超深水大气田——“深海一号”正式投产，标志着我国海洋石油勘探开发能力全面进入超深水时代。\n在大气田上矗立着的“深海一号”能源站是世界首座十万吨级深水半潜式生产储油平台。船体总装快速搭载等技术达到世界先进水平，海底管线铺设等多项深水施工技术突破1500米难关。\n“深海一号”大气田的投产体现了我国深水油气开发能力和深水海洋工程装备建造水平取得重大突破，我国海洋油气开发由此进入世界先进行列。\n“深海一号”大气田探明储量超千亿方，年产天然气30亿方。投产后，气田生产的天然气将输往海南、香港、广东，主要用于天然气发电和城市燃气。\n4、国家卫生健康委通报最新疫情\n国家卫生健康委今天（6月25日）通报，6月24日0—24时，31个省（自治区、直辖市）和新疆生产建设兵团报告新增新冠肺炎确诊病例24例，均为境外输入病例；新增无症状感染者20例。截至6月24日24时，现有确诊病例486例。\n5、5月我国外汇市场总计成交2.80万亿美元\n国家外汇管理局最新数据显示，5月，我国外汇市场总计成交2.80万亿美元。其中，银行对客户市场成交0.42万亿美元，银行间市场成交2.37万亿美元。\n6、国家会展中心（天津）项目一期启用\n国家会展中心（天津）项目一期24日启用。这是继广州、上海之后，商务部在全国布局的第三个国家级会展中心。启用当日也迎来首展——中国绿色智慧建筑博览会。博览会聚焦建筑领域新技术、新工艺，探讨建筑行业绿色高质量发展路径。\n7、中巴经济走廊首个电网项目启动送电\n今天（6月25日），由中国国家电网承建的中巴经济走廊首个电网项目——巴基斯坦±660千伏默拉直流输电工程启动送电。这是巴基斯坦南电北送的首条直流输电通道，每年可输送300亿度电能，能满足拉合尔及巴基斯坦北部约1000万户家庭用电需求。\n8、红沿河核电站5号机组首次并网发电\n今天（6月25日），中广核红沿河核电站5号机组完成首次并网发电，该机组使用了我国自主核电技术——ACPR1000，具备三代核电主要安全技术特征。位于辽宁大连的红沿河核电站是东北地区第一座核电站，到2020年底，已累计上网电量达1572亿千瓦时。\n9、浙江省首条自主建设运营的电气化铁路开通\n今天（6月25日），浙江省首条自主建设运营的电气化铁路——金华到台州的金台铁路正式开通。铁路全长234.9公里，客货共线，总投资199.8亿元。开通后也结束了台州仙居和金华磐安两地不通火车的历史。\n10、深圳盐田港全面恢复产能\n从6月24日零时起，深圳盐田港全面恢复整体操作。盐田港承担着广东省超三分之一的外贸进出口量，5月下旬以来由于疫情，港区作业受到较大影响。目前，随着疫情得到有效控制，港口20个泊位和所有操作岸吊已全面恢复作业，日吞吐量达3.3万标箱。\n11、全球累计新冠确诊病例超1亿7924万例\n根据世卫组织最新统计数据，全球累计新冠肺炎确诊病例179241734例，累计死亡病例3889723例。\n世卫组织非洲区域主任莫提24日表示，自5月3日非洲第三波新冠肺炎疫情暴发以来，确诊病例数已连续五周上升；截至本月20日，共新增病例约47.4万例，对比去年同期增加了21%。这可能将成为非洲大陆迄今最严重的一波疫情。目前，非洲累计确诊病例已超过530万例，死亡病例超过138000例。\n截至北京时间今天（6月25日）16时，美国累计确诊病例超过3359万例，死亡病例超过60.3万例。据美国媒体报道，密苏里州24日单日新增病例超过900例，这是自今年2月初以来的最高。此外，过去7天，密苏里州的日均新增确诊超过500例，这一数字为一个多月以来的新高。当地卫生官员指出，近期该州疫情呈现反弹主要原因为德尔塔变异毒株感染病例增多，以及疫苗接种不力。\n英国官方24日公布的数据，过去24小时，新增病例为16703例，为今年2月初以来单日新增新高。目前，英国累计确诊病例达到4684572例，累计死亡病例128048例。\n据日本广播协会电视台报道，24日日本新增新冠肺炎确诊病例1676例，其中东京都新增570例，为日本全国最高。目前，日本累计确诊病例达到790987例。多名日本传染病专家发出警告说，在过去两周时间里，东京的确诊病例呈稳定增长趋势，随着解除紧急状态后人流的增长，传染性很强的变异病毒也正在快速传播。","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165285465,"gmtCreate":1624146959857,"gmtModify":1703829299710,"author":{"id":"3579860836864664","authorId":"3579860836864664","name":"Jenny001","avatar":"https://static.tigerbbs.com/1ac62cf850baff7c2b7e62b5d5d13c51","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579860836864664","authorIdStr":"3579860836864664"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165285465","repostId":"2144039967","repostType":4,"repost":{"id":"2144039967","pubTimestamp":1624084218,"share":"https://ttm.financial/m/news/2144039967?lang=&edition=fundamental","pubTime":"2021-06-19 14:30","market":"us","language":"zh","title":"618复盘：手机新格局，电视、电脑老面孔","url":"https://stock-news.laohu8.com/highlight/detail?id=2144039967","media":"雷科技","summary":"618战报出炉","content":"<p>一年一度的618电商节，终于在今天迎来了高潮。作为2020年之后的首个电商旺季，很多消费者在5月份就已摩拳擦掌，等待将新机一举拿下，各家手机厂商的神经更是在高度紧绷，品牌之间的斗争显得异常激烈。<a href=\"https://laohu8.com/S/JD\">京东</a>、天猫、苏宁、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>等电商平台也纷纷加入战局，希望抓住618的消费反弹机会，堪称史上最<a href=\"https://laohu8.com/S/DLX\">豪华</a>阵容。</p>\n<p>从目前公开的战报来看，消费者的消费意愿仍旧高涨。据天猫及京东数据，国内两大电商平台在618电商节首日GMV分别同比增长50%和74%。进入618当天后，京东每秒用户访问峰值较去年同期提升152%，大量商家店铺在凌晨就突破了去年全天的销售纪录。</p>\n<p>在亮眼的成绩之后，很多消费者可能都会有这样的疑问：在这场促销大战中，消费者普遍青睐哪些品牌的产品？有哪些厂商成功抓住了机会，成为了今年618的王者？</p>\n<p><b>手机：<a href=\"https://laohu8.com/S/AAPL\">苹果</a>依然强势，国产手机再创新高</b></p>\n<p>作为每年618购物节的传统促销项目，手机一直是各大厂商打折促销的核心硬件，今年更是如此：在疫情的影响逐渐消散后，国内手机市场快速复活，第一季度出货量同比增长27%。在这种背景下，各大手机品牌都希望能趁热打铁，通过618大促销带来的销量，弥补去年疫情带来的损失。</p>\n<p>从单品类上看，苹果凭借iPhone 12成功拿下最佳单品销量的宝座。不仅如此，iPhone 11也在今天强势杀出，来到总榜销量第三的位置。这两年，苹果开始频频参加国内的电商促销活动，而且优惠力度变得越来越大，可以看出外国手机厂商越来越重视中国市场了。</p>\n<p><img src=\"https://static.tigerbbs.com/9ab37b70948df6fff6f2ede5f32ec94d\" tg-width=\"481\" tg-height=\"680\" referrerpolicy=\"no-referrer\">举个例子，去年618，iPhone 11在天猫、京东商城充其量也就优惠了500元。今年618，iPhone 12在天猫、京东商城直降1400元起，iPhone 11更是低至3799元。在苹果和各大电商平台的推波助澜下，之前就有着不俗销量的iPhone 11、iPhone 12，让苹果毫无争议地拿下了单品销量与销售额的冠军。<img src=\"https://static.tigerbbs.com/158f5c96063400063118822a8ac109da\" tg-width=\"1533\" tg-height=\"880\" referrerpolicy=\"no-referrer\">另一方面，国产手机品牌同样进步迅速。根据京东数据显示，今年618电商节前15分钟，realme真我和iQOO的成交额同比增长超6倍。根据真我的战报数据显示：截至6月16日上午9点，realme真我已经实现了百万销量的目标，真我Q3位列单品榜第三名。国产新兴品牌的崛起，可以给其他厂商带来竞争的压力，这样才能为消费者带来更具质感、更具性价比的产品。<img src=\"https://static.tigerbbs.com/f661c8732ea1ea6b10c72dd51062575e\" tg-width=\"737\" tg-height=\"454\" referrerpolicy=\"no-referrer\">尽管国内其他厂商表现都很出色，但是今年618的最大赢家还得看小米。在今年618期间，小米的京东销量排名第二，销售额排名第二，是国产厂商中表现最为出色的。值得注意的是，和其他排在单品榜前列的国产厂商不同，在高端化的小米10S、小米11两款旗舰产品表现不错的同时，红米靠着Redmi K40、Redmi 9A等性价比进入了单品销量榜的前五名。高低端市场的两面夹击之势，让消费者感受到了小米的产品力。<img src=\"https://static.tigerbbs.com/211e4bf7acb5f0a53754484001028fbd\" tg-width=\"919\" tg-height=\"827\" referrerpolicy=\"no-referrer\">最后，从单品榜来看，目前国内市场已经基本全面普及5G手机。榜单前十五名有十一款产品支持5G，其中不乏真我Q3、Redmi Note 10和iQOO Z3这样售价在1500元以下的5G平价手机，我们距离百元机全面5G化的时代不远了。另一方面，我们会发现4G手机依然有着不小的影响力，销量前十共有四款4G手机。iPhone 11的热销更是说明，说明只要价格到位，消费者似乎并不太关心4G和5G的区别。</p>\n<p>电脑：PC市场萎靡不振，游戏本再创新高</p>\n<p>今年的PC行业，整体来说是比较低迷的。DIY市场这边，尽管<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AMD\">AMD</a>在去年先后发布新款显卡，但是因为矿潮和疫情的缘故，显卡、内存甚至硬盘都出现了抢购涨价的情况。即便到了618电商节，大部分商品的价格依然没有回到一个正常的基数，因此玩家的欲望也不算强烈。</p>\n<p>作为对比，因为疫情之间远程办公、在线网课的需要，萎靡多年的笔记本市场现在几乎全面复苏。从榜单上看，作为传统电脑行业的霸主，联想依然稳如泰山。从轻薄旗舰的小新Pro系列、主打轻薄中端的小新Air系列、主打商务轻薄的ThinkBook系列、主打创作能力的Yoga系列，这些轻薄本基本占满了笔记本总榜的前排位置。</p>\n<p>作为传统大厂，联想本来在设计、供应、性能、售后方面对比新兴厂商都有不小的优势，而从去年开始积极转变的线上战略正好匹配消费者的需求，直接造就了联想在618电脑市场上绝对王者的地位。<img src=\"https://static.tigerbbs.com/3698a5086753e94ddf168b5a2e626acc\" tg-width=\"1484\" tg-height=\"1079\" referrerpolicy=\"no-referrer\">另一方面，根据京东战报显示，今年的高端游戏本成交额同比增长高达400%，而游戏玩家必备的电竞路由器、机械键盘等外设的成交额也有着不错的增长。根据小雷分析，发生这种情况的主要原因有两点。首先，今年PC市场非常混乱，各种配件溢价严重，甚至出现单张显卡价格媲美笔记本电脑的情况。其次，今年的移动端RTX 3060显卡表现出色，性能表现甚至能够超越桌面端RTX 3060，这也是玩家们纷纷选择购买高端游戏本的原因。<img src=\"https://static.tigerbbs.com/b675eb30b3d4a703eccf053072f5b790\" tg-width=\"2159\" tg-height=\"849\" referrerpolicy=\"no-referrer\">电视：新技术层出不穷，游戏电视成新潮流</p>\n<p>在历经了面板涨价、芯片缺货以及原材料涨价后，今年电视的价格，可就没有往年那么香了。即便如此，为了这一整年最佳的购买时机，还是有不少人选择入手新电视的，各类电视销量猛增。</p>\n<p>从单品销量榜来看，小米电视在本次大促中表现出色。近两年，小米接连推出小米电视大师 65\"、小米电视大师 82 \"等多款高端产品，取得了不错的市场声望。原有的产品在如今普遍涨价的市场形势下，性价比显得格外突出。从结果上看，小米电视成功拿下京东平台的销量、销售额第一，全平台销售金额突破17亿元，大尺寸的性价比电视与小米生态依然是小米的传统优势。<img src=\"https://static.tigerbbs.com/4b9f47c4e8964ee7f57de4c6fd28412f\" tg-width=\"1489\" tg-height=\"1079\" referrerpolicy=\"no-referrer\">与此同时，今年各大传统厂商也有着不错的表现。创维特地为本次年中大促推出了创维A5 Pro系列，从价格到产品配置都很不错，也算是始终贯彻着近年来创维“把线下的电视体验带到线上”的理念。此外，不少传统家电大厂专门为京东开辟了独家生产线，目的就是通过多品类电视的上线，来满足消费者的不同需求。未来，传统家电行业和线上进行联手定制的情况将会越来越多。<img src=\"https://static.tigerbbs.com/5b0293c30095c5847b94bdd840fc7fdb\" tg-width=\"1474\" tg-height=\"1079\" referrerpolicy=\"no-referrer\">此外，根据京东统计，受到国行PS5、国行Xbox Series X/S发售的影响，游戏电视需求量大增，前5分钟成交额即超去年全天。虽说今年的低端入门电视的涨价明显，但是游戏电视价格却在趋于平价。就目前的行情看，趁着618抓紧入手，可能是最好的选择。</p>\n<h2>总结</h2>\n<p>与往年相比，今年的618最高潮似乎低调了许多。没有准点报时的狂欢，没有赤裸裸公布的销售额，没有种类繁多的社交玩法，取而代之的是朋友圈的一片平静，以及电商平台公布的消费趋势和增速，这也难怪网友们会调侃今年的618根本毫无存在感。</p>\n<p>小雷觉得，今年会出现这种情况的原因有两点。首先，因为各家电商平台早早就开始备战，导致今年618大促的战线长达近20天，越拉越长的促销周期，让消费者的亢奋逐渐淡化。其次，由于今年国家对电商平台的监管，各家电商平台都在试图淡化社交玩法，缺少了往年病毒一般的社交传播，自然也就缺少了往年那般狂热的氛围。</p>\n<p>过于复杂的正在不断劝退消费者，没有人想在购买商品之前浪费时间去进行社交互动凑优惠，平台变着花样套路消费者的做法已经过时。目前看来，提高用户体验、精简游戏玩法、缩短促销时长，可能会成为未来618玩法的变化方向。通过VR购物、直播电商，给消费者带来全新的购物交互体验，可以激发购买欲望。精简游戏玩法、缩短促销时长，则可以减少用户的消费压力，让消费需求集中爆发。</p>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>618复盘：手机新格局，电视、电脑老面孔</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n618复盘：手机新格局，电视、电脑老面孔\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 14:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1273923993354498><strong>雷科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一年一度的618电商节，终于在今天迎来了高潮。作为2020年之后的首个电商旺季，很多消费者在5月份就已摩拳擦掌，等待将新机一举拿下，各家手机厂商的神经更是在高度紧绷，品牌之间的斗争显得异常激烈。京东、天猫、苏宁、拼多多等电商平台也纷纷加入战局，希望抓住618的消费反弹机会，堪称史上最豪华阵容。\n从目前公开的战报来看，消费者的消费意愿仍旧高涨。据天猫及京东数据，国内两大电商平台在618电商节首日...</p>\n\n<a href=\"https://36kr.com/p/1273923993354498\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/029b5d4f26e3d6000c366d22965cab6d","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","01810":"小米集团-W","09618":"京东集团-SW","QNETCN":"纳斯达克中美互联网老虎指数","JD":"京东","AAPL":"苹果"},"source_url":"https://36kr.com/p/1273923993354498","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144039967","content_text":"一年一度的618电商节，终于在今天迎来了高潮。作为2020年之后的首个电商旺季，很多消费者在5月份就已摩拳擦掌，等待将新机一举拿下，各家手机厂商的神经更是在高度紧绷，品牌之间的斗争显得异常激烈。京东、天猫、苏宁、拼多多等电商平台也纷纷加入战局，希望抓住618的消费反弹机会，堪称史上最豪华阵容。\n从目前公开的战报来看，消费者的消费意愿仍旧高涨。据天猫及京东数据，国内两大电商平台在618电商节首日GMV分别同比增长50%和74%。进入618当天后，京东每秒用户访问峰值较去年同期提升152%，大量商家店铺在凌晨就突破了去年全天的销售纪录。\n在亮眼的成绩之后，很多消费者可能都会有这样的疑问：在这场促销大战中，消费者普遍青睐哪些品牌的产品？有哪些厂商成功抓住了机会，成为了今年618的王者？\n手机：苹果依然强势，国产手机再创新高\n作为每年618购物节的传统促销项目，手机一直是各大厂商打折促销的核心硬件，今年更是如此：在疫情的影响逐渐消散后，国内手机市场快速复活，第一季度出货量同比增长27%。在这种背景下，各大手机品牌都希望能趁热打铁，通过618大促销带来的销量，弥补去年疫情带来的损失。\n从单品类上看，苹果凭借iPhone 12成功拿下最佳单品销量的宝座。不仅如此，iPhone 11也在今天强势杀出，来到总榜销量第三的位置。这两年，苹果开始频频参加国内的电商促销活动，而且优惠力度变得越来越大，可以看出外国手机厂商越来越重视中国市场了。\n举个例子，去年618，iPhone 11在天猫、京东商城充其量也就优惠了500元。今年618，iPhone 12在天猫、京东商城直降1400元起，iPhone 11更是低至3799元。在苹果和各大电商平台的推波助澜下，之前就有着不俗销量的iPhone 11、iPhone 12，让苹果毫无争议地拿下了单品销量与销售额的冠军。另一方面，国产手机品牌同样进步迅速。根据京东数据显示，今年618电商节前15分钟，realme真我和iQOO的成交额同比增长超6倍。根据真我的战报数据显示：截至6月16日上午9点，realme真我已经实现了百万销量的目标，真我Q3位列单品榜第三名。国产新兴品牌的崛起，可以给其他厂商带来竞争的压力，这样才能为消费者带来更具质感、更具性价比的产品。尽管国内其他厂商表现都很出色，但是今年618的最大赢家还得看小米。在今年618期间，小米的京东销量排名第二，销售额排名第二，是国产厂商中表现最为出色的。值得注意的是，和其他排在单品榜前列的国产厂商不同，在高端化的小米10S、小米11两款旗舰产品表现不错的同时，红米靠着Redmi K40、Redmi 9A等性价比进入了单品销量榜的前五名。高低端市场的两面夹击之势，让消费者感受到了小米的产品力。最后，从单品榜来看，目前国内市场已经基本全面普及5G手机。榜单前十五名有十一款产品支持5G，其中不乏真我Q3、Redmi Note 10和iQOO Z3这样售价在1500元以下的5G平价手机，我们距离百元机全面5G化的时代不远了。另一方面，我们会发现4G手机依然有着不小的影响力，销量前十共有四款4G手机。iPhone 11的热销更是说明，说明只要价格到位，消费者似乎并不太关心4G和5G的区别。\n电脑：PC市场萎靡不振，游戏本再创新高\n今年的PC行业，整体来说是比较低迷的。DIY市场这边，尽管英伟达和AMD在去年先后发布新款显卡，但是因为矿潮和疫情的缘故，显卡、内存甚至硬盘都出现了抢购涨价的情况。即便到了618电商节，大部分商品的价格依然没有回到一个正常的基数，因此玩家的欲望也不算强烈。\n作为对比，因为疫情之间远程办公、在线网课的需要，萎靡多年的笔记本市场现在几乎全面复苏。从榜单上看，作为传统电脑行业的霸主，联想依然稳如泰山。从轻薄旗舰的小新Pro系列、主打轻薄中端的小新Air系列、主打商务轻薄的ThinkBook系列、主打创作能力的Yoga系列，这些轻薄本基本占满了笔记本总榜的前排位置。\n作为传统大厂，联想本来在设计、供应、性能、售后方面对比新兴厂商都有不小的优势，而从去年开始积极转变的线上战略正好匹配消费者的需求，直接造就了联想在618电脑市场上绝对王者的地位。另一方面，根据京东战报显示，今年的高端游戏本成交额同比增长高达400%，而游戏玩家必备的电竞路由器、机械键盘等外设的成交额也有着不错的增长。根据小雷分析，发生这种情况的主要原因有两点。首先，今年PC市场非常混乱，各种配件溢价严重，甚至出现单张显卡价格媲美笔记本电脑的情况。其次，今年的移动端RTX 3060显卡表现出色，性能表现甚至能够超越桌面端RTX 3060，这也是玩家们纷纷选择购买高端游戏本的原因。电视：新技术层出不穷，游戏电视成新潮流\n在历经了面板涨价、芯片缺货以及原材料涨价后，今年电视的价格，可就没有往年那么香了。即便如此，为了这一整年最佳的购买时机，还是有不少人选择入手新电视的，各类电视销量猛增。\n从单品销量榜来看，小米电视在本次大促中表现出色。近两年，小米接连推出小米电视大师 65\"、小米电视大师 82 \"等多款高端产品，取得了不错的市场声望。原有的产品在如今普遍涨价的市场形势下，性价比显得格外突出。从结果上看，小米电视成功拿下京东平台的销量、销售额第一，全平台销售金额突破17亿元，大尺寸的性价比电视与小米生态依然是小米的传统优势。与此同时，今年各大传统厂商也有着不错的表现。创维特地为本次年中大促推出了创维A5 Pro系列，从价格到产品配置都很不错，也算是始终贯彻着近年来创维“把线下的电视体验带到线上”的理念。此外，不少传统家电大厂专门为京东开辟了独家生产线，目的就是通过多品类电视的上线，来满足消费者的不同需求。未来，传统家电行业和线上进行联手定制的情况将会越来越多。此外，根据京东统计，受到国行PS5、国行Xbox Series X/S发售的影响，游戏电视需求量大增，前5分钟成交额即超去年全天。虽说今年的低端入门电视的涨价明显，但是游戏电视价格却在趋于平价。就目前的行情看，趁着618抓紧入手，可能是最好的选择。\n总结\n与往年相比，今年的618最高潮似乎低调了许多。没有准点报时的狂欢，没有赤裸裸公布的销售额，没有种类繁多的社交玩法，取而代之的是朋友圈的一片平静，以及电商平台公布的消费趋势和增速，这也难怪网友们会调侃今年的618根本毫无存在感。\n小雷觉得，今年会出现这种情况的原因有两点。首先，因为各家电商平台早早就开始备战，导致今年618大促的战线长达近20天，越拉越长的促销周期，让消费者的亢奋逐渐淡化。其次，由于今年国家对电商平台的监管，各家电商平台都在试图淡化社交玩法，缺少了往年病毒一般的社交传播，自然也就缺少了往年那般狂热的氛围。\n过于复杂的正在不断劝退消费者，没有人想在购买商品之前浪费时间去进行社交互动凑优惠，平台变着花样套路消费者的做法已经过时。目前看来，提高用户体验、精简游戏玩法、缩短促销时长，可能会成为未来618玩法的变化方向。通过VR购物、直播电商，给消费者带来全新的购物交互体验，可以激发购买欲望。精简游戏玩法、缩短促销时长，则可以减少用户的消费压力，让消费需求集中爆发。","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192521685,"gmtCreate":1621217091847,"gmtModify":1704354070816,"author":{"id":"3579860836864664","authorId":"3579860836864664","name":"Jenny001","avatar":"https://static.tigerbbs.com/1ac62cf850baff7c2b7e62b5d5d13c51","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579860836864664","authorIdStr":"3579860836864664"},"themes":[],"htmlText":"<a 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Can you see me?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192521685","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":142477967,"gmtCreate":1626173321859,"gmtModify":1703754777720,"author":{"id":"3579860836864664","authorId":"3579860836864664","name":"Jenny001","avatar":"https://static.tigerbbs.com/1ac62cf850baff7c2b7e62b5d5d13c51","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579860836864664","authorIdStr":"3579860836864664"},"themes":[],"htmlText":"Please like and comment.&nbsp;","listText":"Please like and comment.&nbsp;","text":"Please like and comment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142477967","repostId":"1197147430","repostType":4,"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969182495,"gmtCreate":1668385910917,"gmtModify":1676538047447,"author":{"id":"3579860836864664","authorId":"3579860836864664","name":"Jenny001","avatar":"https://static.tigerbbs.com/1ac62cf850baff7c2b7e62b5d5d13c51","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579860836864664","authorIdStr":"3579860836864664"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969182495","repostId":"2283448945","repostType":2,"repost":{"id":"2283448945","pubTimestamp":1668380499,"share":"https://ttm.financial/m/news/2283448945?lang=&edition=fundamental","pubTime":"2022-11-14 07:01","market":"us","language":"en","title":"Stock Market Rally Meets Retail Sales and Earnings: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2283448945","media":"Yahoo Finance","summary":"U.S. stocks are coming off of their best week since June, and Wall Street's ability to extend the wi","content":"<html><head></head><body><p>U.S. stocks are coming off of their best week since June, and Wall Street&#39;s ability to extend the winning streak in days ahead likely hinges on news out of the retail sector.</p><p>Lighter inflation data rekindled investor hopes that a monetary policy shift is near, and key earnings results from retailers and the government’s October report on the sector could put that optimism to the test.</p><p>Walmart (WMT), Target (TGT), and the Home Depot (HD) top a lengthy docket of companies scheduled to unveil third-quarter financials this week.</p><p>The Commerce Department will also publish its monthly retail sales report for October on Wednesday, with economists surveyed by Bloomberg estimating a headline increase of 1.0% after spending was flat during the prior month.</p><p>Bets that Federal Reserve policymakers will pull back on the pace and scale of interest rate hikes after October’s Consumer Price Index (CPI) showed easing inflation last month helped propel the major averages towards sizable gains. The S&amp;P 500 rose 5.9% for the week, its best five-day performance since the week ending June 24, while the Dow Jones Industrial Average advanced 4.2%. The Nasdaq Composite had its best week since March, bouncing 8.1%.</p><p>The moves came after the latest CPI reading placed the annual pace of inflation at 7.7% in October and 0.4% over the month, while “core” CPI – which takes out the volatile food and energy categories – slowed to 6.3% year-over-year and 0.3% over October. The figures were better than Wall Street’s calls for a 7.9% year-over-year rise and 0.5% monthly gain and down meaningfully from September’s numbers.</p><p>While the softer data was met with “an equity market ovation,” as Principal Asset Management Chief Global Strategist Seema Shah put it, strategists — and some members of the Federal Reserve themselves — have asserted that excitement is premature given that other economic data will be revealed before the Fed’s next policy-setting meeting in December.</p><p>“Chair Jay Powell has repeatedly emphasized that the Fed does not put too much weight on a single month’s data,” Andy Sparks, MSCI head of portfolio management research, wrote in a note. “His comments following last week’s Federal Open Market Committee meeting likely still reflect current Fed thinking — that a strong labor market continues to support stubbornly high inflation and that the risk of doing too little still outweighs the risk of doing too much.”</p><p>A strong reading on retail sales could derail the market’s push higher: Bloomberg’s consensus economist estimate of a 1.0% jump in the main measure of the monthly report, if realized on Wednesday, would reflect spending remains strong and consumers remain resilient. Investors could interpret that strength as a signal to Fed officials that they have more room for hikes.</p><p>According to Bank of America, two factors account for the anticipated jump in October’s print: another round of Amazon Prime Day and related promotions in addition to July’s event, along with the deployment of one-off stimulus payments in California, which accounts for about one-seventh of the national economy. A pickup in gas spending due to higher prices on gasoline also contributed to the expected increase.</p><p>On the earnings front, Walmart will kick off a big week of retail reports when the retailer reports before the open on Tuesday. Analysts expect that the megastore got a boost from back-to-school shopping, along with more value spending among U.S. consumers weighed down by rising prices. At the same time, results are expected to show pressure from inflation, rising interest rates, and bloated inventories that have plagued many retailers.</p><p>Last quarter, Walmart CEO Doug McMillon said increasing levels of food and fuel inflation were pressuring consumer spending and apparel required more markdown dollars.</p><p>Other consumer names on the earnings deck this week are the Home Depot (HD), Target (TGT), TJX Companies (TJX), BJ&#39;s Wholesale (BJ), Gap (GPS), Kohl&#39;s (KSS), Macy&#39;s (M), and Ross Stores (ROST), among others.</p><p>The market has rewarded positive earnings surprises more than the five-year average, while punishing misses more too, as Wall Street prices in more downside risk as recession fears grow.</p><p>As of Friday, 91% of companies in the S&amp;P 500 have reported third quarter earnings, with 69% reporting actual earnings per share above the mean estimate — below the five-year average of 77% that beat, per FactSet Research. Companies whose results came in better-than-feared saw an average increase in their stock price 2.4% two days before the earnings release through two days after the earnings release, meaningfully higher than the five-year average price increase of 0.9% for companies reporting earnings beats during the same window.</p><p><img src=\"https://community-static.tradeup.com/news/f75c75d7452d215bcfc59a3cf96fc0a2\" tg-width=\"1376\" tg-height=\"792\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The market is rewarding positive EPS surprises in Q3 more than average for S&amp;P 500 companies. (Source: FactSet Research)</p><p>FactSet Research</p><p>Elsewhere in economic data, the Producer Price Index (PPI), a reading on inflation from the production side of the economy, is due out Tuesday. PPI, which measures the change in prices paid to U.S. producers of goods and services, is expected to have cooled last month. The week will also be jam-packed with housing data, including readings on housing starts, building permits, and existing home sales.</p><p>—</p><h2>Economic Calendar</h2><p><b>Monday: </b><i>No notable economic data scheduled for release.</i></p><p><b>Tuesday</b>: <b><i>Empire Manufacturing</i></b>, November (-5.5 expected, -9.1 during prior month); <b><i>PPI Final Demand</i></b>, month-over-month, October (0.5% expected, 0.4% during prior month); <b><i>PPI Excluding Food and Energy</i></b>, month-over-month, October (0.4% expected, 0.3% during prior month); <b><i>PPI Excluding Food, Energy, and Trade</i></b>, month-over-month, October (0.2% expected, 0.4% during prior month); <b><i>PPI Final Demand</i></b>, year-over-year, October (8.4% expected, 8.5% during prior month); <b><i>PPI Excluding Food and Energy</i></b>, year-over-year, October (7.2% expected, 7.2% during prior month); <b><i>PPI Excluding Food, Energy, and Trade</i></b>, year-over-year, October (5.5% expected, 5.6% during prior month); <b><i>Bloomberg Nov. United States Economic Survey</i></b></p><p><b>Wednesday: </b><b><i>MBA Mortgage Applications</i></b>, week ended Nov. 11 (-0.1% during prior week); <b><i>Retail Sales Advance</i></b>, month-over-month, October (1.0% expected, 0.0% during prior month); <b><i>Retail Sales Excluding Autos</i></b>, month-over-month, October (0.5% expected, 0.1% during prior month); <b><i>Retail Sales Excluding Autos and Gas</i></b>, month-over-month, October (0.3% expected, 0.3% during prior month); <b><i>Retail Sales Control Group</i></b>, October (0.3% expected, 0.4% during prior month); <b><i>Import Price Index</i></b>, month-over-month, October (-0.5% expected, -1.2% during prior month); <b><i>Import Price Index Excluding Petroleum</i></b>, month-over-month, October (-0.8% expected, -0.5% during prior month); <b><i>Import Price Index</i></b>, year-over-year, October (4.0% expected, 6.0% during prior month); <b><i>Export Price Index</i></b>, month-over-month, October (-0.2% expected, -0.8% during prior month); <b><i>Export Price Index</i></b>, year-over-year, October (9.5% during prior month); <b><i>Industrial Production</i></b>, month-over-month, October (0.1% expected, 0.4% during prior month); <b><i>Capacity Utilization</i></b>, October (80.4% expected, 80.3% during prior month); <b><i>Manufacturing (SIC) Production</i></b>, October (0.2% expected, 0.4% during prior month); <b><i>Business Inventories</i></b>, September (0.5% expected, 0.8% during prior month); NAHB Housing Market Index, November (36 expected, 38 during prior month); <b><i>Net Long-Term TIC Flows</i></b>, September ($197.9 billion), <b><i>Total Net TIC Flows</i></b>, September ($275.6 billion)</p><p><b>Thursday:</b> <b><i>Housing Starts</i></b>, October (1.412 million expected, 1.439 during prior month); <b><i>Building Permits</i></b>, October (1.515 million expected, 1.564 million during prior month, upwardly revised to 1.696 million); <b><i>Housing Starts</i></b>, month-over-month, October (-1.9% expected, -8.1% during prior month); <b><i>Building Permits</i></b>, month-over-month, October (-3.1% expected, -1.4% during prior month); <b><i>Philadelphia Fed Business Outlook Index</i></b>, November (-6.0 expected, -8.7 during prior month); <b><i>Initial Jobless Claims</i></b>, week ended Nov. 12 (221,000 expected, 225,000 during prior week); <b><i>Continuing Claims</i></b>, week ended Nov. 5 (1.493 during prior week); <b><i>Kansas City Fed Manufacturing Activity</i></b>, November (-7 expected, -7 during prior month)</p><p><b>Friday:</b><b><i> Existing Home Sales</i></b>, October (4.37 million expected, 4.71 million during prior month); <b><i>Existing Home Sales</i></b>, month-over-month, October (-7.3% expected, -1.5% during prior month); <b><i>Leading Index</i></b>, October (-0.4% expected, -0.4% in during prior month)</p><p>—</p><h2><b>Earnings Calendar</b></h2><h2></h2><p><b>Monday:</b> J&amp;J Snack Foods (JJSF), Oatly Group (OTLY), <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> Semiconductor (TSEM), Weber (WEBR)</p><p><b>Tuesday: </b>Home Depot (HD), Walmart (WMT), Advance Auto Parts (AAP), Energizer (ENR), Krispy Kreme (DNUT), Tencent Music (TME)</p><p><b>Wednesday:</b> Cisco Systems (CSCO), Bath &amp; Body Works (BBWI), Helmerich &amp; Payne (HP), Lowe&#39;s (LOW), Manchester United (MANU), Nvidia (NVDA), Sonos (SONO), Target (TGT), TJX Companies (TJX), Victoria&#39;s Secret (VSCO), Williams-Sonoma (WSM)</p><p><b>Thursday:</b> Alibaba Group (BABA), BJ&#39;s Wholesale (BJ), Dole (DOLE), Farfetch (FTCH), Gap (GPS), Kohl&#39;s (KSS), Macy&#39;s (M), <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> (PANW), Ross Stores (ROST), The Children&#39;s Place (PLCE)</p><p><b>Friday:</b> Foot Locker (FL), JD.com (JD)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Market Rally Meets Retail Sales and Earnings: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Market Rally Meets Retail Sales and Earnings: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-14 07:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-retail-what-to-know-this-week-163022612.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks are coming off of their best week since June, and Wall Street's ability to extend the winning streak in days ahead likely hinges on news out of the retail sector.Lighter inflation data ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-retail-what-to-know-this-week-163022612.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","WMT":"沃尔玛",".DJI":"道琼斯","XLY":"消费品指数ETF-SPDR可选消费品"},"source_url":"https://finance.yahoo.com/news/stock-market-retail-what-to-know-this-week-163022612.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283448945","content_text":"U.S. stocks are coming off of their best week since June, and Wall Street's ability to extend the winning streak in days ahead likely hinges on news out of the retail sector.Lighter inflation data rekindled investor hopes that a monetary policy shift is near, and key earnings results from retailers and the government’s October report on the sector could put that optimism to the test.Walmart (WMT), Target (TGT), and the Home Depot (HD) top a lengthy docket of companies scheduled to unveil third-quarter financials this week.The Commerce Department will also publish its monthly retail sales report for October on Wednesday, with economists surveyed by Bloomberg estimating a headline increase of 1.0% after spending was flat during the prior month.Bets that Federal Reserve policymakers will pull back on the pace and scale of interest rate hikes after October’s Consumer Price Index (CPI) showed easing inflation last month helped propel the major averages towards sizable gains. The S&P 500 rose 5.9% for the week, its best five-day performance since the week ending June 24, while the Dow Jones Industrial Average advanced 4.2%. The Nasdaq Composite had its best week since March, bouncing 8.1%.The moves came after the latest CPI reading placed the annual pace of inflation at 7.7% in October and 0.4% over the month, while “core” CPI – which takes out the volatile food and energy categories – slowed to 6.3% year-over-year and 0.3% over October. The figures were better than Wall Street’s calls for a 7.9% year-over-year rise and 0.5% monthly gain and down meaningfully from September’s numbers.While the softer data was met with “an equity market ovation,” as Principal Asset Management Chief Global Strategist Seema Shah put it, strategists — and some members of the Federal Reserve themselves — have asserted that excitement is premature given that other economic data will be revealed before the Fed’s next policy-setting meeting in December.“Chair Jay Powell has repeatedly emphasized that the Fed does not put too much weight on a single month’s data,” Andy Sparks, MSCI head of portfolio management research, wrote in a note. “His comments following last week’s Federal Open Market Committee meeting likely still reflect current Fed thinking — that a strong labor market continues to support stubbornly high inflation and that the risk of doing too little still outweighs the risk of doing too much.”A strong reading on retail sales could derail the market’s push higher: Bloomberg’s consensus economist estimate of a 1.0% jump in the main measure of the monthly report, if realized on Wednesday, would reflect spending remains strong and consumers remain resilient. Investors could interpret that strength as a signal to Fed officials that they have more room for hikes.According to Bank of America, two factors account for the anticipated jump in October’s print: another round of Amazon Prime Day and related promotions in addition to July’s event, along with the deployment of one-off stimulus payments in California, which accounts for about one-seventh of the national economy. A pickup in gas spending due to higher prices on gasoline also contributed to the expected increase.On the earnings front, Walmart will kick off a big week of retail reports when the retailer reports before the open on Tuesday. Analysts expect that the megastore got a boost from back-to-school shopping, along with more value spending among U.S. consumers weighed down by rising prices. At the same time, results are expected to show pressure from inflation, rising interest rates, and bloated inventories that have plagued many retailers.Last quarter, Walmart CEO Doug McMillon said increasing levels of food and fuel inflation were pressuring consumer spending and apparel required more markdown dollars.Other consumer names on the earnings deck this week are the Home Depot (HD), Target (TGT), TJX Companies (TJX), BJ's Wholesale (BJ), Gap (GPS), Kohl's (KSS), Macy's (M), and Ross Stores (ROST), among others.The market has rewarded positive earnings surprises more than the five-year average, while punishing misses more too, as Wall Street prices in more downside risk as recession fears grow.As of Friday, 91% of companies in the S&P 500 have reported third quarter earnings, with 69% reporting actual earnings per share above the mean estimate — below the five-year average of 77% that beat, per FactSet Research. Companies whose results came in better-than-feared saw an average increase in their stock price 2.4% two days before the earnings release through two days after the earnings release, meaningfully higher than the five-year average price increase of 0.9% for companies reporting earnings beats during the same window.The market is rewarding positive EPS surprises in Q3 more than average for S&P 500 companies. (Source: FactSet Research)FactSet ResearchElsewhere in economic data, the Producer Price Index (PPI), a reading on inflation from the production side of the economy, is due out Tuesday. PPI, which measures the change in prices paid to U.S. producers of goods and services, is expected to have cooled last month. The week will also be jam-packed with housing data, including readings on housing starts, building permits, and existing home sales.—Economic CalendarMonday: No notable economic data scheduled for release.Tuesday: Empire Manufacturing, November (-5.5 expected, -9.1 during prior month); PPI Final Demand, month-over-month, October (0.5% expected, 0.4% during prior month); PPI Excluding Food and Energy, month-over-month, October (0.4% expected, 0.3% during prior month); PPI Excluding Food, Energy, and Trade, month-over-month, October (0.2% expected, 0.4% during prior month); PPI Final Demand, year-over-year, October (8.4% expected, 8.5% during prior month); PPI Excluding Food and Energy, year-over-year, October (7.2% expected, 7.2% during prior month); PPI Excluding Food, Energy, and Trade, year-over-year, October (5.5% expected, 5.6% during prior month); Bloomberg Nov. United States Economic SurveyWednesday: MBA Mortgage Applications, week ended Nov. 11 (-0.1% during prior week); Retail Sales Advance, month-over-month, October (1.0% expected, 0.0% during prior month); Retail Sales Excluding Autos, month-over-month, October (0.5% expected, 0.1% during prior month); Retail Sales Excluding Autos and Gas, month-over-month, October (0.3% expected, 0.3% during prior month); Retail Sales Control Group, October (0.3% expected, 0.4% during prior month); Import Price Index, month-over-month, October (-0.5% expected, -1.2% during prior month); Import Price Index Excluding Petroleum, month-over-month, October (-0.8% expected, -0.5% during prior month); Import Price Index, year-over-year, October (4.0% expected, 6.0% during prior month); Export Price Index, month-over-month, October (-0.2% expected, -0.8% during prior month); Export Price Index, year-over-year, October (9.5% during prior month); Industrial Production, month-over-month, October (0.1% expected, 0.4% during prior month); Capacity Utilization, October (80.4% expected, 80.3% during prior month); Manufacturing (SIC) Production, October (0.2% expected, 0.4% during prior month); Business Inventories, September (0.5% expected, 0.8% during prior month); NAHB Housing Market Index, November (36 expected, 38 during prior month); Net Long-Term TIC Flows, September ($197.9 billion), Total Net TIC Flows, September ($275.6 billion)Thursday: Housing Starts, October (1.412 million expected, 1.439 during prior month); Building Permits, October (1.515 million expected, 1.564 million during prior month, upwardly revised to 1.696 million); Housing Starts, month-over-month, October (-1.9% expected, -8.1% during prior month); Building Permits, month-over-month, October (-3.1% expected, -1.4% during prior month); Philadelphia Fed Business Outlook Index, November (-6.0 expected, -8.7 during prior month); Initial Jobless Claims, week ended Nov. 12 (221,000 expected, 225,000 during prior week); Continuing Claims, week ended Nov. 5 (1.493 during prior week); Kansas City Fed Manufacturing Activity, November (-7 expected, -7 during prior month)Friday: Existing Home Sales, October (4.37 million expected, 4.71 million during prior month); Existing Home Sales, month-over-month, October (-7.3% expected, -1.5% during prior month); Leading Index, October (-0.4% expected, -0.4% in during prior month)—Earnings CalendarMonday: J&J Snack Foods (JJSF), Oatly Group (OTLY), Tower Semiconductor (TSEM), Weber (WEBR)Tuesday: Home Depot (HD), Walmart (WMT), Advance Auto Parts (AAP), Energizer (ENR), Krispy Kreme (DNUT), Tencent Music (TME)Wednesday: Cisco Systems (CSCO), Bath & Body Works (BBWI), Helmerich & Payne (HP), Lowe's (LOW), Manchester United (MANU), Nvidia (NVDA), Sonos (SONO), Target (TGT), TJX Companies (TJX), Victoria's Secret (VSCO), Williams-Sonoma (WSM)Thursday: Alibaba Group (BABA), BJ's Wholesale (BJ), Dole (DOLE), Farfetch (FTCH), Gap (GPS), Kohl's (KSS), Macy's (M), Palo Alto Networks (PANW), Ross Stores (ROST), The Children's Place (PLCE)Friday: Foot Locker (FL), JD.com (JD)","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125111205,"gmtCreate":1624663753707,"gmtModify":1703842932062,"author":{"id":"3579860836864664","authorId":"3579860836864664","name":"Jenny001","avatar":"https://static.tigerbbs.com/1ac62cf850baff7c2b7e62b5d5d13c51","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579860836864664","authorIdStr":"3579860836864664"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125111205","repostId":"1100366418","repostType":4,"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165285465,"gmtCreate":1624146959857,"gmtModify":1703829299710,"author":{"id":"3579860836864664","authorId":"3579860836864664","name":"Jenny001","avatar":"https://static.tigerbbs.com/1ac62cf850baff7c2b7e62b5d5d13c51","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579860836864664","authorIdStr":"3579860836864664"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165285465","repostId":"2144039967","repostType":4,"repost":{"id":"2144039967","pubTimestamp":1624084218,"share":"https://ttm.financial/m/news/2144039967?lang=&edition=fundamental","pubTime":"2021-06-19 14:30","market":"us","language":"zh","title":"618复盘：手机新格局，电视、电脑老面孔","url":"https://stock-news.laohu8.com/highlight/detail?id=2144039967","media":"雷科技","summary":"618战报出炉","content":"<p>一年一度的618电商节，终于在今天迎来了高潮。作为2020年之后的首个电商旺季，很多消费者在5月份就已摩拳擦掌，等待将新机一举拿下，各家手机厂商的神经更是在高度紧绷，品牌之间的斗争显得异常激烈。<a href=\"https://laohu8.com/S/JD\">京东</a>、天猫、苏宁、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>等电商平台也纷纷加入战局，希望抓住618的消费反弹机会，堪称史上最<a href=\"https://laohu8.com/S/DLX\">豪华</a>阵容。</p>\n<p>从目前公开的战报来看，消费者的消费意愿仍旧高涨。据天猫及京东数据，国内两大电商平台在618电商节首日GMV分别同比增长50%和74%。进入618当天后，京东每秒用户访问峰值较去年同期提升152%，大量商家店铺在凌晨就突破了去年全天的销售纪录。</p>\n<p>在亮眼的成绩之后，很多消费者可能都会有这样的疑问：在这场促销大战中，消费者普遍青睐哪些品牌的产品？有哪些厂商成功抓住了机会，成为了今年618的王者？</p>\n<p><b>手机：<a href=\"https://laohu8.com/S/AAPL\">苹果</a>依然强势，国产手机再创新高</b></p>\n<p>作为每年618购物节的传统促销项目，手机一直是各大厂商打折促销的核心硬件，今年更是如此：在疫情的影响逐渐消散后，国内手机市场快速复活，第一季度出货量同比增长27%。在这种背景下，各大手机品牌都希望能趁热打铁，通过618大促销带来的销量，弥补去年疫情带来的损失。</p>\n<p>从单品类上看，苹果凭借iPhone 12成功拿下最佳单品销量的宝座。不仅如此，iPhone 11也在今天强势杀出，来到总榜销量第三的位置。这两年，苹果开始频频参加国内的电商促销活动，而且优惠力度变得越来越大，可以看出外国手机厂商越来越重视中国市场了。</p>\n<p><img src=\"https://static.tigerbbs.com/9ab37b70948df6fff6f2ede5f32ec94d\" tg-width=\"481\" tg-height=\"680\" referrerpolicy=\"no-referrer\">举个例子，去年618，iPhone 11在天猫、京东商城充其量也就优惠了500元。今年618，iPhone 12在天猫、京东商城直降1400元起，iPhone 11更是低至3799元。在苹果和各大电商平台的推波助澜下，之前就有着不俗销量的iPhone 11、iPhone 12，让苹果毫无争议地拿下了单品销量与销售额的冠军。<img src=\"https://static.tigerbbs.com/158f5c96063400063118822a8ac109da\" tg-width=\"1533\" tg-height=\"880\" referrerpolicy=\"no-referrer\">另一方面，国产手机品牌同样进步迅速。根据京东数据显示，今年618电商节前15分钟，realme真我和iQOO的成交额同比增长超6倍。根据真我的战报数据显示：截至6月16日上午9点，realme真我已经实现了百万销量的目标，真我Q3位列单品榜第三名。国产新兴品牌的崛起，可以给其他厂商带来竞争的压力，这样才能为消费者带来更具质感、更具性价比的产品。<img src=\"https://static.tigerbbs.com/f661c8732ea1ea6b10c72dd51062575e\" tg-width=\"737\" tg-height=\"454\" referrerpolicy=\"no-referrer\">尽管国内其他厂商表现都很出色，但是今年618的最大赢家还得看小米。在今年618期间，小米的京东销量排名第二，销售额排名第二，是国产厂商中表现最为出色的。值得注意的是，和其他排在单品榜前列的国产厂商不同，在高端化的小米10S、小米11两款旗舰产品表现不错的同时，红米靠着Redmi K40、Redmi 9A等性价比进入了单品销量榜的前五名。高低端市场的两面夹击之势，让消费者感受到了小米的产品力。<img src=\"https://static.tigerbbs.com/211e4bf7acb5f0a53754484001028fbd\" tg-width=\"919\" tg-height=\"827\" referrerpolicy=\"no-referrer\">最后，从单品榜来看，目前国内市场已经基本全面普及5G手机。榜单前十五名有十一款产品支持5G，其中不乏真我Q3、Redmi Note 10和iQOO Z3这样售价在1500元以下的5G平价手机，我们距离百元机全面5G化的时代不远了。另一方面，我们会发现4G手机依然有着不小的影响力，销量前十共有四款4G手机。iPhone 11的热销更是说明，说明只要价格到位，消费者似乎并不太关心4G和5G的区别。</p>\n<p>电脑：PC市场萎靡不振，游戏本再创新高</p>\n<p>今年的PC行业，整体来说是比较低迷的。DIY市场这边，尽管<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AMD\">AMD</a>在去年先后发布新款显卡，但是因为矿潮和疫情的缘故，显卡、内存甚至硬盘都出现了抢购涨价的情况。即便到了618电商节，大部分商品的价格依然没有回到一个正常的基数，因此玩家的欲望也不算强烈。</p>\n<p>作为对比，因为疫情之间远程办公、在线网课的需要，萎靡多年的笔记本市场现在几乎全面复苏。从榜单上看，作为传统电脑行业的霸主，联想依然稳如泰山。从轻薄旗舰的小新Pro系列、主打轻薄中端的小新Air系列、主打商务轻薄的ThinkBook系列、主打创作能力的Yoga系列，这些轻薄本基本占满了笔记本总榜的前排位置。</p>\n<p>作为传统大厂，联想本来在设计、供应、性能、售后方面对比新兴厂商都有不小的优势，而从去年开始积极转变的线上战略正好匹配消费者的需求，直接造就了联想在618电脑市场上绝对王者的地位。<img src=\"https://static.tigerbbs.com/3698a5086753e94ddf168b5a2e626acc\" tg-width=\"1484\" tg-height=\"1079\" referrerpolicy=\"no-referrer\">另一方面，根据京东战报显示，今年的高端游戏本成交额同比增长高达400%，而游戏玩家必备的电竞路由器、机械键盘等外设的成交额也有着不错的增长。根据小雷分析，发生这种情况的主要原因有两点。首先，今年PC市场非常混乱，各种配件溢价严重，甚至出现单张显卡价格媲美笔记本电脑的情况。其次，今年的移动端RTX 3060显卡表现出色，性能表现甚至能够超越桌面端RTX 3060，这也是玩家们纷纷选择购买高端游戏本的原因。<img src=\"https://static.tigerbbs.com/b675eb30b3d4a703eccf053072f5b790\" tg-width=\"2159\" tg-height=\"849\" referrerpolicy=\"no-referrer\">电视：新技术层出不穷，游戏电视成新潮流</p>\n<p>在历经了面板涨价、芯片缺货以及原材料涨价后，今年电视的价格，可就没有往年那么香了。即便如此，为了这一整年最佳的购买时机，还是有不少人选择入手新电视的，各类电视销量猛增。</p>\n<p>从单品销量榜来看，小米电视在本次大促中表现出色。近两年，小米接连推出小米电视大师 65\"、小米电视大师 82 \"等多款高端产品，取得了不错的市场声望。原有的产品在如今普遍涨价的市场形势下，性价比显得格外突出。从结果上看，小米电视成功拿下京东平台的销量、销售额第一，全平台销售金额突破17亿元，大尺寸的性价比电视与小米生态依然是小米的传统优势。<img src=\"https://static.tigerbbs.com/4b9f47c4e8964ee7f57de4c6fd28412f\" tg-width=\"1489\" tg-height=\"1079\" referrerpolicy=\"no-referrer\">与此同时，今年各大传统厂商也有着不错的表现。创维特地为本次年中大促推出了创维A5 Pro系列，从价格到产品配置都很不错，也算是始终贯彻着近年来创维“把线下的电视体验带到线上”的理念。此外，不少传统家电大厂专门为京东开辟了独家生产线，目的就是通过多品类电视的上线，来满足消费者的不同需求。未来，传统家电行业和线上进行联手定制的情况将会越来越多。<img src=\"https://static.tigerbbs.com/5b0293c30095c5847b94bdd840fc7fdb\" tg-width=\"1474\" tg-height=\"1079\" referrerpolicy=\"no-referrer\">此外，根据京东统计，受到国行PS5、国行Xbox Series X/S发售的影响，游戏电视需求量大增，前5分钟成交额即超去年全天。虽说今年的低端入门电视的涨价明显，但是游戏电视价格却在趋于平价。就目前的行情看，趁着618抓紧入手，可能是最好的选择。</p>\n<h2>总结</h2>\n<p>与往年相比，今年的618最高潮似乎低调了许多。没有准点报时的狂欢，没有赤裸裸公布的销售额，没有种类繁多的社交玩法，取而代之的是朋友圈的一片平静，以及电商平台公布的消费趋势和增速，这也难怪网友们会调侃今年的618根本毫无存在感。</p>\n<p>小雷觉得，今年会出现这种情况的原因有两点。首先，因为各家电商平台早早就开始备战，导致今年618大促的战线长达近20天，越拉越长的促销周期，让消费者的亢奋逐渐淡化。其次，由于今年国家对电商平台的监管，各家电商平台都在试图淡化社交玩法，缺少了往年病毒一般的社交传播，自然也就缺少了往年那般狂热的氛围。</p>\n<p>过于复杂的正在不断劝退消费者，没有人想在购买商品之前浪费时间去进行社交互动凑优惠，平台变着花样套路消费者的做法已经过时。目前看来，提高用户体验、精简游戏玩法、缩短促销时长，可能会成为未来618玩法的变化方向。通过VR购物、直播电商，给消费者带来全新的购物交互体验，可以激发购买欲望。精简游戏玩法、缩短促销时长，则可以减少用户的消费压力，让消费需求集中爆发。</p>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>618复盘：手机新格局，电视、电脑老面孔</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n618复盘：手机新格局，电视、电脑老面孔\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 14:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1273923993354498><strong>雷科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一年一度的618电商节，终于在今天迎来了高潮。作为2020年之后的首个电商旺季，很多消费者在5月份就已摩拳擦掌，等待将新机一举拿下，各家手机厂商的神经更是在高度紧绷，品牌之间的斗争显得异常激烈。京东、天猫、苏宁、拼多多等电商平台也纷纷加入战局，希望抓住618的消费反弹机会，堪称史上最豪华阵容。\n从目前公开的战报来看，消费者的消费意愿仍旧高涨。据天猫及京东数据，国内两大电商平台在618电商节首日...</p>\n\n<a href=\"https://36kr.com/p/1273923993354498\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/029b5d4f26e3d6000c366d22965cab6d","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","01810":"小米集团-W","09618":"京东集团-SW","QNETCN":"纳斯达克中美互联网老虎指数","JD":"京东","AAPL":"苹果"},"source_url":"https://36kr.com/p/1273923993354498","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144039967","content_text":"一年一度的618电商节，终于在今天迎来了高潮。作为2020年之后的首个电商旺季，很多消费者在5月份就已摩拳擦掌，等待将新机一举拿下，各家手机厂商的神经更是在高度紧绷，品牌之间的斗争显得异常激烈。京东、天猫、苏宁、拼多多等电商平台也纷纷加入战局，希望抓住618的消费反弹机会，堪称史上最豪华阵容。\n从目前公开的战报来看，消费者的消费意愿仍旧高涨。据天猫及京东数据，国内两大电商平台在618电商节首日GMV分别同比增长50%和74%。进入618当天后，京东每秒用户访问峰值较去年同期提升152%，大量商家店铺在凌晨就突破了去年全天的销售纪录。\n在亮眼的成绩之后，很多消费者可能都会有这样的疑问：在这场促销大战中，消费者普遍青睐哪些品牌的产品？有哪些厂商成功抓住了机会，成为了今年618的王者？\n手机：苹果依然强势，国产手机再创新高\n作为每年618购物节的传统促销项目，手机一直是各大厂商打折促销的核心硬件，今年更是如此：在疫情的影响逐渐消散后，国内手机市场快速复活，第一季度出货量同比增长27%。在这种背景下，各大手机品牌都希望能趁热打铁，通过618大促销带来的销量，弥补去年疫情带来的损失。\n从单品类上看，苹果凭借iPhone 12成功拿下最佳单品销量的宝座。不仅如此，iPhone 11也在今天强势杀出，来到总榜销量第三的位置。这两年，苹果开始频频参加国内的电商促销活动，而且优惠力度变得越来越大，可以看出外国手机厂商越来越重视中国市场了。\n举个例子，去年618，iPhone 11在天猫、京东商城充其量也就优惠了500元。今年618，iPhone 12在天猫、京东商城直降1400元起，iPhone 11更是低至3799元。在苹果和各大电商平台的推波助澜下，之前就有着不俗销量的iPhone 11、iPhone 12，让苹果毫无争议地拿下了单品销量与销售额的冠军。另一方面，国产手机品牌同样进步迅速。根据京东数据显示，今年618电商节前15分钟，realme真我和iQOO的成交额同比增长超6倍。根据真我的战报数据显示：截至6月16日上午9点，realme真我已经实现了百万销量的目标，真我Q3位列单品榜第三名。国产新兴品牌的崛起，可以给其他厂商带来竞争的压力，这样才能为消费者带来更具质感、更具性价比的产品。尽管国内其他厂商表现都很出色，但是今年618的最大赢家还得看小米。在今年618期间，小米的京东销量排名第二，销售额排名第二，是国产厂商中表现最为出色的。值得注意的是，和其他排在单品榜前列的国产厂商不同，在高端化的小米10S、小米11两款旗舰产品表现不错的同时，红米靠着Redmi K40、Redmi 9A等性价比进入了单品销量榜的前五名。高低端市场的两面夹击之势，让消费者感受到了小米的产品力。最后，从单品榜来看，目前国内市场已经基本全面普及5G手机。榜单前十五名有十一款产品支持5G，其中不乏真我Q3、Redmi Note 10和iQOO Z3这样售价在1500元以下的5G平价手机，我们距离百元机全面5G化的时代不远了。另一方面，我们会发现4G手机依然有着不小的影响力，销量前十共有四款4G手机。iPhone 11的热销更是说明，说明只要价格到位，消费者似乎并不太关心4G和5G的区别。\n电脑：PC市场萎靡不振，游戏本再创新高\n今年的PC行业，整体来说是比较低迷的。DIY市场这边，尽管英伟达和AMD在去年先后发布新款显卡，但是因为矿潮和疫情的缘故，显卡、内存甚至硬盘都出现了抢购涨价的情况。即便到了618电商节，大部分商品的价格依然没有回到一个正常的基数，因此玩家的欲望也不算强烈。\n作为对比，因为疫情之间远程办公、在线网课的需要，萎靡多年的笔记本市场现在几乎全面复苏。从榜单上看，作为传统电脑行业的霸主，联想依然稳如泰山。从轻薄旗舰的小新Pro系列、主打轻薄中端的小新Air系列、主打商务轻薄的ThinkBook系列、主打创作能力的Yoga系列，这些轻薄本基本占满了笔记本总榜的前排位置。\n作为传统大厂，联想本来在设计、供应、性能、售后方面对比新兴厂商都有不小的优势，而从去年开始积极转变的线上战略正好匹配消费者的需求，直接造就了联想在618电脑市场上绝对王者的地位。另一方面，根据京东战报显示，今年的高端游戏本成交额同比增长高达400%，而游戏玩家必备的电竞路由器、机械键盘等外设的成交额也有着不错的增长。根据小雷分析，发生这种情况的主要原因有两点。首先，今年PC市场非常混乱，各种配件溢价严重，甚至出现单张显卡价格媲美笔记本电脑的情况。其次，今年的移动端RTX 3060显卡表现出色，性能表现甚至能够超越桌面端RTX 3060，这也是玩家们纷纷选择购买高端游戏本的原因。电视：新技术层出不穷，游戏电视成新潮流\n在历经了面板涨价、芯片缺货以及原材料涨价后，今年电视的价格，可就没有往年那么香了。即便如此，为了这一整年最佳的购买时机，还是有不少人选择入手新电视的，各类电视销量猛增。\n从单品销量榜来看，小米电视在本次大促中表现出色。近两年，小米接连推出小米电视大师 65\"、小米电视大师 82 \"等多款高端产品，取得了不错的市场声望。原有的产品在如今普遍涨价的市场形势下，性价比显得格外突出。从结果上看，小米电视成功拿下京东平台的销量、销售额第一，全平台销售金额突破17亿元，大尺寸的性价比电视与小米生态依然是小米的传统优势。与此同时，今年各大传统厂商也有着不错的表现。创维特地为本次年中大促推出了创维A5 Pro系列，从价格到产品配置都很不错，也算是始终贯彻着近年来创维“把线下的电视体验带到线上”的理念。此外，不少传统家电大厂专门为京东开辟了独家生产线，目的就是通过多品类电视的上线，来满足消费者的不同需求。未来，传统家电行业和线上进行联手定制的情况将会越来越多。此外，根据京东统计，受到国行PS5、国行Xbox Series X/S发售的影响，游戏电视需求量大增，前5分钟成交额即超去年全天。虽说今年的低端入门电视的涨价明显，但是游戏电视价格却在趋于平价。就目前的行情看，趁着618抓紧入手，可能是最好的选择。\n总结\n与往年相比，今年的618最高潮似乎低调了许多。没有准点报时的狂欢，没有赤裸裸公布的销售额，没有种类繁多的社交玩法，取而代之的是朋友圈的一片平静，以及电商平台公布的消费趋势和增速，这也难怪网友们会调侃今年的618根本毫无存在感。\n小雷觉得，今年会出现这种情况的原因有两点。首先，因为各家电商平台早早就开始备战，导致今年618大促的战线长达近20天，越拉越长的促销周期，让消费者的亢奋逐渐淡化。其次，由于今年国家对电商平台的监管，各家电商平台都在试图淡化社交玩法，缺少了往年病毒一般的社交传播，自然也就缺少了往年那般狂热的氛围。\n过于复杂的正在不断劝退消费者，没有人想在购买商品之前浪费时间去进行社交互动凑优惠，平台变着花样套路消费者的做法已经过时。目前看来，提高用户体验、精简游戏玩法、缩短促销时长，可能会成为未来618玩法的变化方向。通过VR购物、直播电商，给消费者带来全新的购物交互体验，可以激发购买欲望。精简游戏玩法、缩短促销时长，则可以减少用户的消费压力，让消费需求集中爆发。","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192521685,"gmtCreate":1621217091847,"gmtModify":1704354070816,"author":{"id":"3579860836864664","authorId":"3579860836864664","name":"Jenny001","avatar":"https://static.tigerbbs.com/1ac62cf850baff7c2b7e62b5d5d13c51","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579860836864664","authorIdStr":"3579860836864664"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/U/3576445214043888\">@Lingclass</a>hi. 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