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大行評級|傑富瑞:娛樂板塊具防禦性 為下半年最看好行業
傑富瑞發表研究報吿指,近期食品外賣與即時商務趨勢顯示,領軍企業致力打造一站式消費者應用,涵蓋多元服務,滿足本地即時需求與傳統電商的多種消費場景。該行重點推薦股票包括阿里巴巴、京東、美團,維持“買入”評級。該行又認為,娛樂板塊具防禦性,是下半年最看好行業。其中,快手在北京的會議確認了可靈的潛力及多個細分領域趨勢。可靈憑藉數據洞察、計算能力及AI人才脱穎而出,將針對大市場採取多元定價策略。該行預計網絡營銷收入下半年按年加速增長,電商市場份額保持穩定。
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