核心观点快递:国内“反内卷”有望持续,关注海外市场高增行业“反内卷”有望持续,监管有望持续发挥托底作用,“通达系”上市企业同步表态维护市场公平秩序,行业有望进入高质量发展阶段,叠加持续降本增效,板块盈利有望迎来修复;同时份额分化或仍将持续,关注头部企业估值与盈利双升。极兔东南亚+新市场受益于区域电商高速发展红利,国内市场保持稳定,关注公司长期成长性。顺丰动态调优市场策略,持续激活经营,业绩有望恢复...
Source Link核心观点快递:国内“反内卷”有望持续,关注海外市场高增行业“反内卷”有望持续,监管有望持续发挥托底作用,“通达系”上市企业同步表态维护市场公平秩序,行业有望进入高质量发展阶段,叠加持续降本增效,板块盈利有望迎来修复;同时份额分化或仍将持续,关注头部企业估值与盈利双升。极兔东南亚+新市场受益于区域电商高速发展红利,国内市场保持稳定,关注公司长期成长性。顺丰动态调优市场策略,持续激活经营,业绩有望恢复...
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