A股異動丨微信小店開啟“送禮物”功能灰度測試,電商股掀升停潮
A股市場電商概念股掀起升停潮。其中,*ST有樹、電聲股份、青木科技20CM升停,光雲科技、北鼎股份升超14%,可靠股份升超12%,友阿股份、華斯股份、皇氏集團、麗人麗粧、元隆雅圖、鹽津鋪子、安正時尚、來伊份、比依股份、返利科技、若羽臣、好想你等升停。消息面上,12月18日,微信團隊公吿稱,微信小店開啟“送禮物”功能的灰度測試。目前除珠寶、教育培訓這兩大類目外,其他類目的微信小店,只要原價不超過1萬元的商品,都將默認支持“送禮物”功能。有分析指出,接近年關,聖誕元旦春節等節日接踵而至,此項功能的上線將大大提升社交裂變和電商相融合的想象空間。華金證券研報指出,微信用户數體量與視頻號穩定發展,生態相互融合為微信小店提供基礎。電商形式逐步變遷,平台憑自身特點積極調整戰略。2024年電商平台持續優化平台規則與戰略定位匹配性。各平台調整低價優先策略並注重差異化,淘寶為GMV增長優先、京東為加大低價戰略實施力度、拼多多為堅持低價優先策略、抖音為GMV增長優先回歸內容電商本質。微信自身具備社交電商、內容電商、私域電商特質,微信小店新功能出現以自身社交本質為基礎,與視頻號相結合構築流量內循環的同時持續吸引外部流量,有望推動微信電商形成完整、閉環生態。(格隆匯)
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.