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腾讯(00700.HK)微盟(02013.HK)直逼400元及曾触及4元 微信小程序商业化成绩首次曝光
阿思达克 01-10 12:18

腾讯(00700.HK)旗下微信小程序运营三周年商业化成绩昨天首次曝光,野村指腾讯小程序新功能可建立用户购物信心,重申腾讯「买入」评级看437元,富瑞则指微信小游戏商业化有增长趋势给予腾讯「买入」评级看455.3元。腾讯股价延续昨天升势,最高见397.6元,创逾八个月高,半日收397元,续升1.8%,半日成交已达1,195万股,涉资47.23亿元。

作为腾讯社交网络服务平台中小企业精准营销服务提供商的微盟集团(02013.HK)今天股价也发力追落後突破百天线(3.7元)阻力,最多涨近13%高见4元,半日收3.87元,续升9%,半日成交急增至3,374万股,已创逾四个月高,涉资1.29亿元。

於昨天召开2020微信PRO公开课上,「商业化」成了关键词。小程序运营三周年商业化成绩首次曝光,2019年小程序日活跃用户超过3亿,累计创造逾8,000亿人民币交易额,按年急增160%,不仅如此,小程序商业化中,广告和交易变现双双得到提升。其中流量主广告收入2019年按年升53%,而中长尾小程序通过官方广告能力获得收入占比由56%提升至76%。在小程序、企业微信、小游戏、微信支付等多条业务线分头推进下,基於微信的商业闭环已经初见雏形。

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