史家龙,野村中国互联网证券研究主管我们认为,中国互联网板块的市场关注点将继续集中在:一是头部互联网平台在人工智能(AI)领域的战略布局与资本投入;二是国内即时零售赛道的持续竞争态势。就即时零售领域的竞争而言,我们预计四季度行业竞争强度将趋于缓和,这有望缓解相关企业在第四季度及明年因即时零售业务扩张所造成的亏损压力。在线娱乐版块,尤其是网络游戏和在线音乐服务,仍具韧性——作为大众消费者负担得起的娱乐...
Source Link史家龙,野村中国互联网证券研究主管我们认为,中国互联网板块的市场关注点将继续集中在:一是头部互联网平台在人工智能(AI)领域的战略布局与资本投入;二是国内即时零售赛道的持续竞争态势。就即时零售领域的竞争而言,我们预计四季度行业竞争强度将趋于缓和,这有望缓解相关企业在第四季度及明年因即时零售业务扩张所造成的亏损压力。在线娱乐版块,尤其是网络游戏和在线音乐服务,仍具韧性——作为大众消费者负担得起的娱乐...
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