双十一成直播电商、即时零售新业态最大秀场,关注港股互联网

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Nov 06

“双十一”成直播电商、内容种草、即时零售等新业态的最大秀场。这些模式今年展现出惊人的爆发力,不仅为互联网公司开辟了电商之外的新增长曲线,也为港股互联网板块长期投资逻辑提供有力支撑。一、AI用户半年破5亿,港股筑AI底座中国生成式AI用户规模爆炸式增长,短短半年翻番突破5.15亿。AI叙事持续演绎,成为四季度港股交易主线,互联网板块有望引领新一轮港股资产重估。二、内外资共振,港股吸金力提升降息周期...

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