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》瑞銀:內地即時零售競爭迅速升溫 料京東(09618.HK)美團(03690.HK)阿里(09988.HK)股價短期受壓
瑞銀發表研究報告指,內地互聯網行業即時零售競爭正迅速升溫,各大平台補貼持續升級,阿里(09988.HK)旗下淘寶閃購宣布在未來12個月投入500億元人民幣,京東(09618.HK)旗下京東外賣亦額外投入100億元人民幣以支持優質商家。美團(03690.HK)旗下美團優選則收縮虧損地區佈局,以聚焦核心業務發展。 該行預期,今年中國即時零售(撇除外賣)潛在市場規模可達到7,600億元人民幣,按年增長30%,總額佔電商市場的約4%至5%。雖然加碼拓展即時零售業務,各大電商平台將可創造交叉銷售機會,但計及投資額瑞銀預期短期內將令企業盈利預測下調,相信當前競爭形勢至少會持續至今年雙11,競爭壓力加大將令京東、美團及阿里未來數月股價表現可能受壓。 瑞銀重申騰訊(00700.HK)為中國科技行業首選,看好其遊戲及廣告業務盈利具穩定可見性,以及在AI領域具長期上行潛力。
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