中银国际发表报告指出,尽管近期金价波动较大,但该行预计今年首季黄金珠宝消费仍将保持强劲。股市带来的财富效应叠加更为宽松的货币环境,将进一步推动消费者选择珠宝作为价值储存和投资的方式。在当前市场格局下,该行预计将出现两类显著的赢家,包括能够支持高溢价的高端零售商,以老铺黄金(06181.HK) 为代表;在香港和澳门拥有强大市场布局的零售商,自2025年11月黄金增值税上调以来,该些地区的门店客流量...
Source Link中银国际发表报告指出,尽管近期金价波动较大,但该行预计今年首季黄金珠宝消费仍将保持强劲。股市带来的财富效应叠加更为宽松的货币环境,将进一步推动消费者选择珠宝作为价值储存和投资的方式。在当前市场格局下,该行预计将出现两类显著的赢家,包括能够支持高溢价的高端零售商,以老铺黄金(06181.HK) 为代表;在香港和澳门拥有强大市场布局的零售商,自2025年11月黄金增值税上调以来,该些地区的门店客流量...
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