(以下内容从国金证券《批发和零售贸易行业研究:降息或带动金价走强,黄金珠宝高景气持续》研报附件原文摘录)核心观点线上电商:美国降息背景下,恒生科技指数有望走强,快手、B站等恒生科技弹性标的有望受益。下半年来看,快手业绩增长稳健、可灵AI赋能加速,B站广告保持快速增长,游戏受高基数影响有承压,但整体利润率仍处提升趋势。黄金珠宝:板块中报收入同比高增持续,下半年有望持续受益金价上涨。本周伦敦金收盘价...
Source Link(以下内容从国金证券《批发和零售贸易行业研究:降息或带动金价走强,黄金珠宝高景气持续》研报附件原文摘录)核心观点线上电商:美国降息背景下,恒生科技指数有望走强,快手、B站等恒生科技弹性标的有望受益。下半年来看,快手业绩增长稳健、可灵AI赋能加速,B站广告保持快速增长,游戏受高基数影响有承压,但整体利润率仍处提升趋势。黄金珠宝:板块中报收入同比高增持续,下半年有望持续受益金价上涨。本周伦敦金收盘价...
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