统计局今天公布了 8 月的宏观数据包，此次海豚连着先前 7 月的宏观零售数据，一起进行个简要点评。(需注意今年统计局直接披露的增速，会比按历史数据计算得出的增速高 1~2pct 左右，我们以官方公布的口径为准)。整体来看，7~8 月的社零增速持续放缓，不断创新低。其中，一方面是国补利好退坡和汽车销售不佳，导致商品销售走弱。另一方面，则是因外卖大战对线下餐饮消费产生了挤出效应且也使得消费者实付客单价...
Source Link统计局今天公布了 8 月的宏观数据包，此次海豚连着先前 7 月的宏观零售数据，一起进行个简要点评。(需注意今年统计局直接披露的增速，会比按历史数据计算得出的增速高 1~2pct 左右，我们以官方公布的口径为准)。整体来看，7~8 月的社零增速持续放缓，不断创新低。其中，一方面是国补利好退坡和汽车销售不佳，导致商品销售走弱。另一方面，则是因外卖大战对线下餐饮消费产生了挤出效应且也使得消费者实付客单价...
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