
一 | Emily in Paris is set to return with its much-anticipated fifth season on December 18, and the celebratory mood was on full display at a stylish Paris premiere. The first two episodes were screened at the iconic Grand Rex theatre, with series creator Darren Star and the cast in attendance. The event followed closely after Netflix co-CEO Ted Sarandos was honoured with France’s prestigious Legion of Honour by President Emmanuel Macron. Lily Collins brought humour and charm to the evening while addressing the playful political chatter sparked by the new season. With Emily’s journey briefly shifting to Rome before circling back to Paris, the move prompted light-hearted remarks from French President Emmanuel Macron and Rome mayor Roberto Gualtieri. Reacting to the unexpected attention, Collins quipped, “I never expected in a million years we would be a part of a European political love triangle.” Darren Star added fuel to the excitement by teasing future surprises, especially after French First Lady Brigitte Macron’s cameo in Season 4. Hinting at what could come next, Star said, “I asked him, so let’s see what happens!” leaving fans speculating about possible high-profile appearances. View this post on Instagram A post shared by Lily Collins (@lilyjcollins) Reflecting on the show’s journey, Ted Sarandos spoke about Emily in Paris becoming a global comfort watch after debuting in 2020 during the pandemic. “We were stuck at home, looking for connection and escapism, and Emily in Paris was just the ticket,” he said. He credited the series with reigniting audiences’ love for Paris and revealed that his wife Nicole is “one of Emily’s biggest fans.” Collins also spoke about Emily Cooper’s growth over the seasons. She noted that Emily has evolved from a wide-eyed newcomer to someone more confident and open to vulnerability. “Letting go of perfection this season was really special,” Collins said, describing Season 5 as one that embraces emotional depth alongside glamour. View this post on Instagram A post shared by Lily Collins (@lilyjcollins) Season 5 sees Collins return alongside Philippine Leroy-Beaulieu, Ashley Park, Lucas Bravo, Lucien Laviscount, Samuel Arnold, William Abadie and Bruno Gouery, with new cast members including Bryan Greenberg, Michèle Laroque and Minnie Driver. While Rome sets the stage for the opening episodes, Paris remains the heart of the series. Also Read: Emily in Paris S4 Part 2 trailer: Lily Collins’ unexpected Roman Holiday。

二 | 其中,液化石油气(LPG)比上期上涨3%。美国通胀及利率对A股是次要矛盾,A股市场自7月以来的结构市回摆,震荡下行,仍在继续。交易结构失衡得到修正后的短期企稳属于反弹性质,市场结构偏向均衡,但主线不清晰。结构市的回摆期,至少回吐50%的涨幅,挑选个股盈利的概率不超过20%。

三 | 本轮周期,中国与美国经济与市场完全不同步,A股的核心矛盾不是担心估值下杀,而是景气稀缺。海外衰退预期上升对出口依赖型公司的盈利预测带来影响,而其它景气维持类资产在国内乃至全球资产中的稀缺性将进一步上升。

四 | 在投资策略上,首选“高景气赛道、军品占比高、业绩增速快”的标的,次选“估值低分位,边际变化大”的标的,同时重点关注国改受益标的。欢迎大家在评论区补充留言。返回搜狐,查看更多责任编辑:
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