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牛熊異動 | 新經濟股強勢,美團牛漲100%
uSMART友信智投 09-16 14:13

交銀國際發出互聯網行業週報,電影《八佰》票房突破26億元(人民幣.下同)(截至9月12日),顯示用戶觀影意願已逐步恢覆,同時後續《奪冠》等多部熱門電影已宣佈提檔國慶。

郵政局公佈8月快遞業務量達72.4億,同比增36.5%,快於7月的32%以及去年同期的29%。

天貓繼續發力扶持新品牌發展,預計未來3年將幫助平臺1000/100個新品牌實現過億/過10億元年銷售。

騰訊1-8月小程序實物商品GMV同比增115%,其中,品牌商家自營GMV同比增210%。

網易雲音樂上線長音頻頻道,聚焦基於年輕用戶喜歡的IP改編的廣播劇與有聲書。

58同城私有化議案已獲通過。

投資建議:維持行業領先評級,首選買入阿裏巴巴(BABA US)、愛奇藝(IQ US),看好美團(03690-HK)等高增長公司的長期潛力。

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