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YouTube16 Nov 2025
10m

「野村研报解读」20251113：消费低迷、以旧换新前置、国补资金耗尽三重压力推动今年双11的平淡表现｜双11消费数据初探｜外资研报｜宏观｜经济｜消费｜内需｜家电｜国补｜置换补贴｜快递单量｜

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「野村研报解读」20251113：消费低迷、以旧换新前置、国补资金耗尽三重压力推动今年双11的平淡表现｜双11消费数据初探｜外资研报｜宏观｜经济｜消费｜内需｜家电｜国补｜置换补贴｜快递单量｜