互联网周思考:电商疲软 游戏强劲

中金公司
Nov 16

行业动态行业近况本周(2025 年11 月10 日-11 月14 日)美股KWEB下跌1.9%,港股恒生科技指数下跌0.4%,纳斯达克指数下跌0.5%。评论主要电商平台公布双11 战报,行业表现疲软。双11 期间,阿里巴巴天猫剔除退款后成交GMV 实现了4 年以来双11 全周期最好的一次增长,88VIP 日均下单购买人数同比去年增长31%,淘宝闪购的零售订单同比去年增长超2 倍;京东成交额创新高,...

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