【中金:对AI与出海的投入方向整体乐观】中金公司发文称,一些线上泛娱乐平台较好的平衡了长期投入与短期健康财务间的关系。我们对AI与出海的投入方向整体乐观,适度投入+健康利润是最理想的,若新方向收入增速足够快,利润略受影响也可接受;我们认为即时零售是行业的明确增量,但我们怀疑靠补贴所抢占份额的持续性,高频打低频或许也仅仅是市场的愿望。

金融界
26 Jun
中金公司发文称,一些线上泛娱乐平台较好的平衡了长期投入与短期健康财务间的关系。我们对AI与出海的投入方向整体乐观,适度投入+健康利润是最理想的,若新方向收入增速足够快,利润略受影响也可接受;我们认为即时零售是行业的明确增量,但我们怀疑靠补贴所抢占份额的持续性,高频打低频或许也仅仅是市场的愿望。

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