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騰訊(00700.HK)微盟(02013.HK)直逼400元及曾觸及4元 微信小程序商業化成績首次曝光
阿思達克 01-10 12:18

騰訊(00700.HK)旗下微信小程序運營三周年商業化成績昨天首次曝光,野村指騰訊小程序新功能可建立用戶購物信心,重申騰訊「買入」評級看437元,富瑞則指微信小遊戲商業化有增長趨勢給予騰訊「買入」評級看455.3元。騰訊股價延續昨天升勢,最高見397.6元,創逾八個月高,半日收397元,續升1.8%,半日成交已達1,195萬股,涉資47.23億元。

作為騰訊社交網絡服務平台中小企業精準營銷服務提供商的微盟集團(02013.HK)今天股價也發力追落後突破百天線(3.7元)阻力,最多漲近13%高見4元,半日收3.87元,續升9%,半日成交急增至3,374萬股,已創逾四個月高,涉資1.29億元。

於昨天召開2020微信PRO公開課上,「商業化」成了關鍵詞。小程序運營三周年商業化成績首次曝光,2019年小程序日活躍用戶超過3億,累計創造逾8,000億人民幣交易額,按年急增160%,不僅如此,小程序商業化中,廣告和交易變現雙雙得到提升。其中流量主廣告收入2019年按年升53%,而中長尾小程序通過官方廣告能力獲得收入佔比由56%提升至76%。在小程序、企業微信、小遊戲、微信支付等多條業務線分頭推進下,基於微信的商業閉環已經初見雛形。

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