国泰海通证券:预计第二季度跨境电商企业销售端数据将在波动中分化

E公司
12 Jun

人民财讯6月12日电,国泰海通证券研报表示,预计第二季度跨境电商企业销售端数据将在波动中分化。1)5月12日以来中美双方关税降低,跨境电商企业对美出口进入到抢出口的关键周期以应对未来的不确定性及7月Prime Day大促;2)但考虑到部分企业4月后存在提价行为对销售端产生扰动,也有部分企业因2024年第二季度海运费大幅上涨对销售端产生冲击,预计各企业的数据将明显分化;3)国泰海通证券认为:①对美...

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