
分享一个春节消费数据(来自国金赵伟团队)。由于防控彻底放开了,今年春节消费复苏是肯定的,但报复性肯定不至于,只能说是比前几年要强,离 19 年还差不少。虽然真实的数据没报复性,但 A 股相关公司的股价都已经报复性的创新高了,远超 19 年。
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