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《大行報告》裏昂:開放互聯網跨平臺網絡鏈接 料對阿裏巴巴(09988.HK)有利
裏昂發表內地互聯網行業報告表示,逾20間內地互聯網和電訊公司出席了該行所舉行的投資者論壇,大部份企業均相信受到監管風險屬可控,並指內地出臺《個人數據保護法》或會對企業產生部份不明朗因素,但同時指在邊遠城市具業務擴張及的新機會,包括電商、醫療、雲及自動駕駛等。該行估計中資互聯網股今年第三季盈利將轉壞,但今年第四季會呈反彈。 該行表示與阿裏巴巴投資者關係主管進行會面,並引述阿裏管理層指將持續投資未來,如淘寶特價版(Taobao Deals)和社區團購(CGB)。 裏昂指,就與競爭同業的跨平臺開放上,監管機構對內地互聯網平臺須開放外部網絡鏈接的要求,料對阿裏巴巴有利,因其擁有更好的用戶體驗和更低的流量獲取成本。由於商家不太可能將針對公共領域的營銷資金轉移到私人領域,因此預計對其廣告收入的影響很小。該行指,淘特和閒魚(淘寶二手交易平臺)的微信小程序仍在審查中,除支付寶外,亦將遵循騰訊(00700.HK)旗下微信的付款方式要求。(wl/u) ~
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