智通财经APP获悉,微盟集团(02013)高开逾4%,截至发稿,涨4.09%,报1.78港元,成交额522.43万港元。
消息面上,腾讯发布全员信,涉及WXG事业群调整。主要内容包括:成立电商产品部,负责微信内交易模式的探索,加速发展交易基建及交易生态,运营微信交易新模式;开放平台基础部更名为开放平台部,负责微信公众号和小程序产品的策划、研发和运营工作。腾讯管理层指出,电商本质上是一场长跑,而非短跑,公司没有设定短期的KPI指标。
值得注意的是,微盟于2025年1月9日正式推出“微盟X微信小店”五大解决方案,旨在帮助商家在微信小店生态中实现高效整合与业务增长。德银此前发表报告指出,预测微盟集团今年总收入按年增长两成,经营现金流和经调整净利润预测持续录得按年增长。鉴于未来几年AI开发和微信小商店的巨大潜力,对公司仍持建设性态度。
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