【券商聚焦】国投证券国际:2026年互联网板块前景展望

金吾资讯
Dec 11

金吾财讯 | 国投证券国际对2026年互联网板块前景展望如下,在线零售:该机构预计电商大盘维持个位数增长,及时零售/闪购增长在30%以上,电商与及时零售进一步融合。平台见的份额竞争维持激烈。外卖:UE修复是主线,该机构认为2026年外卖的竞争仍主要在美团、淘宝闪购之间。目前各方的投入仍是动态调整,但补贴水平回落至理性区间的趋势确定性较强。该机构认为UE修复至1元水平是行业中期目标。外卖长期效率提升...

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