電商股投資價值看「一件事」 – 香港經濟日報 – 趨勢 – 研究報告 – shareandstocks.com

● 國內電商已經處於相互牽制的局面。京東、阿里最好的狀態是平穩。● 拼多多和抖音電商在國內的GMV雖然高增長,但由於總盤子(綫上零售滲透率趨緩)的原因,大概率已是高增長的尾段。● 電商未來的增長動力,

● 國內電商已經處於相互牽制的局面。京東、阿里最好的狀態是平穩。● 拼多多和抖音電商在國內的GMV雖然高增長,但由於總盤子(綫上零售滲透率趨緩)的原因,大概率已是高增長的尾段。● 電商未來的增長動力,
I’ve just hit a bit of a hurdle I didn’t know about, if a company you invest in goes belly up and delists they no longer have a HIN number. So lo and behold your holdings are no longer able to be confirmed through Chess, but if the company stays as a non listed company…
by Calculated Risk on 5/22/2025 04:59:00 PM What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. For May, Realtor.com reported inventory was up 30.6% YoY, but still down 16.3% compared to the 2017 to 2019 same month levels. …
June S&P E-mini futures: The 7500 target has been reached and now 8200 is likely by the end of the year. QQQ: The 750 level is resistance and 700 is support. TNX (ten year note yield): The 3.75% level is support. A swing up to 5.50% is underway. Euro-US Dollar: The 112 level is support….
by Calculated Risk on 11/12/2025 09:49:00 AM Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-November 2025 A brief excerpt: This 2-part overview for mid-November provides a snapshot of the current housing market. Note that we are missing some key pieces of data due to…
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At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • Q1 Update: Delinquencies, Foreclosures and REO • Part 1: Current State of the Housing Market; Overview for mid-June 2024 • Part 2: Current State of the Housing Market; Overview for mid-June 2024 • 3rd Look at Local Housing Markets…