高盛发表报告,中资互联网公司今年首季度收入稳健、净利润超出预期,但对普遍第二季度盈利能力持渐进采取保守态度,因平台生态系统(商家、消费者)、食品外卖补贴(由电商提供)、AI(应用和超大规模GPU折旧)以及海外扩张等方面的投资增加。投资者主要聚焦三个问题,第一外卖竞争与电商的再投资:鉴于拼多多(PDD.US) 首季度利润未达预期,以及京东-SW(09618.HK) 在三个月内从进入食品外卖领域到...
Source Link高盛发表报告,中资互联网公司今年首季度收入稳健、净利润超出预期,但对普遍第二季度盈利能力持渐进采取保守态度,因平台生态系统(商家、消费者)、食品外卖补贴(由电商提供)、AI(应用和超大规模GPU折旧)以及海外扩张等方面的投资增加。投资者主要聚焦三个问题,第一外卖竞争与电商的再投资:鉴于拼多多(PDD.US) 首季度利润未达预期,以及京东-SW(09618.HK) 在三个月内从进入食品外卖领域到...
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