行业近况本周（9 月1 日-9 月5 日）恒生科技指数上涨0.2%，互联网指数（KWEB）上涨0.7%，纳斯达克指数上涨1.1%。评论二季度业绩已基本披露完毕，伴随着云计算、出海、即时零售等此起彼伏的热点，新业务的投入方向对相应公司的影响轮廓逐渐成型，我们认为当前的市场综合了2020 和2023 年的特点：所谓类比2023，指对竞争格局的重视被放至更高优先级。2023 年市场整体风格谨慎，而电商、...
Source Link行业近况本周（9 月1 日-9 月5 日）恒生科技指数上涨0.2%，互联网指数（KWEB）上涨0.7%，纳斯达克指数上涨1.1%。评论二季度业绩已基本披露完毕，伴随着云计算、出海、即时零售等此起彼伏的热点，新业务的投入方向对相应公司的影响轮廓逐渐成型，我们认为当前的市场综合了2020 和2023 年的特点：所谓类比2023，指对竞争格局的重视被放至更高优先级。2023 年市场整体风格谨慎，而电商、...
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