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穿越红楼之我是贾蓉:热情与欲望交织的故事。
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穿越红楼之我是贾蓉:热情与欲望交织的故事。

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  来源:布莱恩・索齐

  与特・贝森特(ScottBessent)交谈之后,我一直对那些联系我的首席执行官们说的话。我非常享受与财政部长那23分钟的交谈,就是这样。我在短时间内学到了很多东西,非常感谢他抽出时间。

  他头脑冷静,对市场历史和市场运行机制有着深刻的理解——毫无疑问,这是他在对冲基金行业数十年积累的成果。当然,如果市场形势变得一团糟(比如看看全球金融危机),作为财政部长,这些都是很好的特质。

  但归根结底,我认为,关税政策给市场带来的不确定性阴云——这是市场的一个关键不利因素——在短期内应该会持续存在。因此,像我们在近期电子产品关税豁免后看到的那种股票市场反弹,都应被视为昙花一现。

  当我问财政部长是否与中国方面的对应官员谈过时,他是这样回答的:

  “几个月前我们进行了一次初步通话。从那以后就没再联系过。我不确定下周中国(中华人民共和国)会有谁来——这在华盛顿是很重要的一周。是国际货币基金组织和世界银行会议周。所以我知道中国会派金融领域的人来,可能是中国人民银行行长。所以他们会来这里。你知道的,我可能会碰到他们。但我们没有安排任何会面。”贝森特说道。

  哇,在走廊上碰到他们?事情就到这地步了?不太妙啊。

  然后,当被问到在90天的关税暂停期结束时,是否会与多达130个国家签署关税协议时,他是这样回答的:

  “先把中国放在一边。有15个主要贸易伙伴。把中国排除在外,还有14个,我们正在迅速行动,为这14个最大的贸易伙伴建立一个程序,其中大多数国家都存在巨额贸易逆差。所以,在90天内,我们能完成一份完整的文件,一份正式的法律文件吗?不太可能。”贝森特说。

  不过,他确实提到在暂停期内可能会制定出一个框架。

  在这一切都在进行的同时,美国政府仍在收紧与中国的关系。看看本周有关人工智能芯片限止的消息,这让人工智能领域的龙头企业英伟达(NVDA)和超微半导体公司(AMD)的市值受到了冲击。英伟达将被迫承担55亿美元的费用,而超微半导体公司则要承担8亿美元。

  这对投资者来说是一颗难以下咽的苦果。这凸显了政策风险的程度,即使多头们不这么认为,这种风险在市场中仍未得到充分定价。

  来源:北京商报

  近日,商务部等九部门印发《关于促进家政服务消费扩容升级若干措施的通知》,围绕提升服务供给质量、促进便利消费、完善支持政策、优化消费环境4个方面提出12项重点举措。

  未来家政行业将从提升服务供给质量、促进服务便利消费、完善行业支持政策、优化服务消费环境等方面进行升级。其中,明确提出鼓励家政服务企业拓展专业深度保洁、室内空气治理、营养咨询等新兴服务领域,加强与装修、家居等行业跨界融合发展。以社区网点为依托,发掘“微需求”,提供“微服务”,满足消费者共享保洁、烹饪、接送等家政服务需求。引导家政服务企业和家政服务人员依法参加社会保险,推动符合条件的灵活就业家政服务人员在就业地参加社会保险。建立健全常态化、多元化家政服务纠纷调解机制,营造良好的行业发展环境。

  家政服务形式多样,包括母婴照护、老年人照护乃至整理收纳、卫生保洁、洗衣做饭等等,如何提高服务质量备受消费者关注。在商务部举行的专题新闻发布会上,商务部服贸司司长孔德军表示,随着人民生活水平持续提高,包括家政在内的服务消费将进入快速增长阶段,逐步成为促进消费的新引擎和扩大内需的新动能。未来,标准化是家政服务质量的有效保障,在推动家政服务业高质量发展、满足人民群众高品质服务需求中发挥着重要的评价、规范和引领作用,有利于提升消费者的消费意愿。

  家政企业引入家政课程,提升员工服务水平。据悉,58到家通过内外部合作,引进中国香港、新加坡、菲律宾等家政服务职业标准和培训体系,推动服务专业化发展。目前58到家共研发六大系列、26个学科、64门课程,应用于家政服务技能培训,累计培训规模已有50余万劳动者。

  家政服务的标准化工作已展开探索,例如,聚焦“育幼”领域,规范“月嫂”服务和“育儿嫂”服务的两项标准已出台。据悉,2024年商务部指导全国家政服务标准化技术委员会完成了《家政服务母婴护理服务质量规范》和《0—3岁婴幼儿居家照护服务规范》两项家政领域重点国家标准的制修订工作,两项标准已于2025年3月1日正式实施。

  在推进家政服务升级的过程中,数智化、发展线上线下融合成为重要一环。58到家数据显示,平台可实现智能派单、智能管理,将家政劳动者的平均接单距离缩短了60%,接单数提高了45%,上线后商户经营效率提升57%,社区居民所需的家政服务最快半小时内就可上门服务。

  对外经贸大学教授陈建伟表示,目前,家政行业中缺乏业内标杆型企业,企业和从业人员流动性强,制约了服务质量提高。此外,家政行业缺乏有约束力的服务标准,从业人员之间的职业技能和服务质量差异很大,制约了家政服务业的进一步发展。要解决上述问题,要规范家政服务行业的发展,推动市场集中程度的提高,树立行业标杆。同时,家政行业要加大从业流程标准和职业技能培训力度,以标准化推动家政服务质量化。

  北京商报记者王维祎

热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  卡罗特(02549)发布公告,于2025年4月17日斥资11.16万港元回购2.95万股。

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