(以下内容从国金证券《传媒互联网产业行业研究:美联储降息如期落地,阿里成立千问C端事业群》研报附件原文摘录)本周观点美联储降息如期落地,阿里成立千问C端事业群:教育:景气略有承压,国内中小机构供给增加,竞争边际加剧,龙头阿尔法能力逐渐趋稳。咖啡茶饮:1)咖啡:高景气维持;行业具备β性红利,咖啡豆进口量保持高增;但淡季亦有所来临,关注短期波动风险。2)茶饮:略有承压;行业进入相对成熟阶段,头部平台...
Source Link(以下内容从国金证券《传媒互联网产业行业研究:美联储降息如期落地,阿里成立千问C端事业群》研报附件原文摘录)本周观点美联储降息如期落地,阿里成立千问C端事业群:教育:景气略有承压,国内中小机构供给增加,竞争边际加剧,龙头阿尔法能力逐渐趋稳。咖啡茶饮:1)咖啡:高景气维持;行业具备β性红利,咖啡豆进口量保持高增;但淡季亦有所来临,关注短期波动风险。2)茶饮:略有承压;行业进入相对成熟阶段,头部平台...
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