事件国家统计局近期公布了12 月社零数据：社零总额4.5 万亿元，同比增长0.9%，环比放缓0.4ppt。评论国补品类高基数及双十一虹吸效应拖累社零，通讯器材、化妆品、黄金珠宝表现突出。12 月社零同比增速环比放缓0.4ppt至0.9%，一方面，国补品类高基数下增速仍弱，家用电器和音像器材、汽车和家具同降18.7%、5.0%和2.2%；另一方面，双十一大促对12 月消费形成一定透支，我们测算12 ...
Source Link事件国家统计局近期公布了12 月社零数据：社零总额4.5 万亿元，同比增长0.9%，环比放缓0.4ppt。评论国补品类高基数及双十一虹吸效应拖累社零，通讯器材、化妆品、黄金珠宝表现突出。12 月社零同比增速环比放缓0.4ppt至0.9%，一方面，国补品类高基数下增速仍弱，家用电器和音像器材、汽车和家具同降18.7%、5.0%和2.2%；另一方面，双十一大促对12 月消费形成一定透支，我们测算12 ...
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