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《大行報告》大摩:「微信小商店」目前對微盟(02013.HK)影響有限
阿思達克 06-23 11:01
摩根士丹利發表報告指,騰訊(00700.HK)有傳推出「微信小商店」,為公眾號用戶提供銷售交易、物流監控及SaaS(軟件即服務)功能,相信不會對SaaS服務供應商微盟(02013.HK)造成威脅。

受潛在競爭拖累,微盟股價下跌了12%,但大摩認為認為現階段影響有限,因為微信提供的小商店服務與微盟的免費試用版「商業雲」功能非常相似,但與商用版在市場營銷、後台連接、庫存物流管理等方面仍有很大差距。

該行表示,長遠而言要視乎騰訊會否繼續豐富微信商店功能,或是僅為用戶提供免費商業服務,從而增加騰訊生態系統交易量。大摩強調,微盟用戶可透過一個後台操作不同社交媒體平台上的多家商店,是獨立第三方供應商特有優勢,予微盟「增持」評級,目標價7.4元。

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