高盛:中美贸易谈判后风险正逐步释放 电商行业估值存修复空间丨财经夜行线

第一财经
22 May

最近有消息称,多国拟调整小额包裹免税政策,引发市场关注。这一变化将如何影响电商行业?对此高盛亚洲互联网研究主管 姜朗霆 指出,对于像淘天集团、拼多多 这样的头部电商,海外业务目前占比较小。而从投资视角看,中美贸易谈判后相关风险正逐步释放,电商行业估值存在修复空间。

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