(以下内容从国金证券《传媒互联网产业行业研究:豆包DAU破亿,北京进一步放开限购》研报附件原文摘录)本周观点MiniMax、智谱AI通过聆讯,关注持续AI产业趋势:咖啡茶饮:1)咖啡:高景气维持;行业具备β性红利,各品牌依旧积极开店,但淡季亦有所来临,警惕短期数据波动风险。2)茶饮:略有承压;行业进入相对成熟阶段,头部平台布局早餐、瓶装饮料、出海寻找增量;淡季来临,警惕短期数据波动风险。积极关注...
Source Link(以下内容从国金证券《传媒互联网产业行业研究:豆包DAU破亿,北京进一步放开限购》研报附件原文摘录)本周观点MiniMax、智谱AI通过聆讯,关注持续AI产业趋势:咖啡茶饮:1)咖啡:高景气维持;行业具备β性红利,各品牌依旧积极开店,但淡季亦有所来临,警惕短期数据波动风险。2)茶饮:略有承压;行业进入相对成熟阶段,头部平台布局早餐、瓶装饮料、出海寻找增量;淡季来临,警惕短期数据波动风险。积极关注...
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