大行評級|高盛:下半年電商將有更多機會 予阿里、拼多多及快手“買入”評級
高盛發表報吿指出,內地618購物節已於6月20日結束,該活動的持續時間較長,整個期間銷售更為分散或缺乏高峯;各平台在價格及補貼方面的競爭更為激烈;各平台的退貨/用户福利政策更有利的情況下,令退貨率上升。此外,廣吿技術升級繼續帶來長期變現的上行空間。該行認為,由於基數較低,今年下半年開始電商將有更多的機會,予阿里巴巴、拼多多及快手“買入”評級。當中,該行對快手目標價80港元,而且在確信買入名單內。
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