《大行報告》大華繼顯:內地電商價格戰不斷升級 多個平台618採取低價策略搶佔市場
大華繼顯發表研究報告指,內地電商平台價格戰不斷升級,在「618」促銷活動期間多個平台採取低價策略,以圖搶佔市場份額,令期內銷售表現增長超出預期,現時對中國電商行業保持樂觀看法,靜待下半年復甦步伐重新加快。
該行預計下半年行業能見度將提升,在各種產品類別中看好非必需消費品及大件商品(如服裝、家具和家電)將增長,因此維持對京東(09618.HK)、快手(01024.HK)及阿里巴巴(09988.HK)的「買入」評級,目標價分別為216、90及142元。另外亦給予拼多多(PDD.US)「買入」評級,目標價95美元。
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