You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》瑞銀:內地618電商節需求與毛利略優預期 阿里及京東投資理性
瑞銀發表報告指,內地618電商節需求與毛利略優預期。最近幾個月,投資者擔心消費疲軟和平台競爭,因此降低對電商行業的預期。不過,最近的行業數據、公司評論和行業檢查顯示,整體需求正在緩慢改善,在線滲透率正在再次提升。 瑞銀指,短視頻和直播電商的份額增長比預期快。該行渠道檢查顯示,抖音6月份商品成交額可能按年增長90%,並相信快手(01024.HK)商品成交額和變現趨勢至少在次季達到預期。 瑞銀指,早前擔心阿里(09988.HK)及京東(09618.HK)會在今年年初的組織調整後積極投資。目前見到淘寶增加了更多內容和價格比較工具等。京東則向消費者提供更多的折扣和促銷活動,並向第三方商家提供資源。但雙方到目前為止支出都是有節制,如果這種情況繼續下去,相信利潤率可能會有驚喜。隨著收入和利潤率的增長,投資者情緒應該有所改善。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account