看好六一八电商表现和慢慢行业复苏

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。

$电视广播.HK
2023.05.02 ~ 2023.06.02 Trades
Accum. P/L: 243.95 (HKD)+51.68%
2023.05.02
2023.06.02

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