文 | 表外表里 ,作者 | 赫晋一、张冉冉 ,编辑 | 曹宾玲、付晓玲大消费,被视为“2026年最大投资机会之一”,但投哪里、怎么投,众说纷纭。打开社交平台,年轻人为限量潮玩一掷千金,中产炮轰山姆搞“国产替代”,每逢节假日中国游客就像泡发的压缩木耳一样炸满全球,消费力有目共睹。然而,千亿级增长的居民存款,又指向强预期、弱现实的风险。白酒、鞋服、美护等“被时代抛弃”的传统消费,过去一年常常被按在...
Source Link文 | 表外表里 ,作者 | 赫晋一、张冉冉 ,编辑 | 曹宾玲、付晓玲大消费,被视为“2026年最大投资机会之一”,但投哪里、怎么投,众说纷纭。打开社交平台,年轻人为限量潮玩一掷千金,中产炮轰山姆搞“国产替代”,每逢节假日中国游客就像泡发的压缩木耳一样炸满全球,消费力有目共睹。然而,千亿级增长的居民存款,又指向强预期、弱现实的风险。白酒、鞋服、美护等“被时代抛弃”的传统消费,过去一年常常被按在...
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