Rate Of Return 
Total Assets电商 Q1 财报总结暨 618 前瞻：温和复苏途中，关注大促带动消费情绪
中信证券发表电商行业 23Q1 财报总结暨 618 前瞻，研报中提到在大盘相对平淡背景下，电商平台短期分化仍较明显，阿里、京东 topline 增速相对较弱，拼多多、抖音保持相对亮眼增长。各平台 618 大促已于近日开启预售，该机构盘点了各家玩法及促销力度，建议关注后续大促数据反映的平台增长势能及消费情绪。
此外，当前投资者资金情绪及对消费市场的信心均处于低位，各电商平台 PE 均已至低位水平，建议关注资金情绪与基本面转暖节奏，把握估值修复机会。
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