摩根士丹利发表研究报告指,根据该行近日调查,发现今明两年中国广告行业增长正面,但幅度偏窄,预计2026年下半年广告整体预算仅增长约1%至3%,而所追踪的10间上市平台下半年收入预料增长约5%,与上半年大致相若。大摩目前认为,今年下半年压力将持续存在,因为少于一半的消费板块上市公司计划增加开支,而该行所调查的行业信心亦从2025年的6.3降至5.8,认为明年复苏前景尚未确立,相信明年焦点仍集中在AI...
Source Link摩根士丹利发表研究报告指,根据该行近日调查,发现今明两年中国广告行业增长正面,但幅度偏窄,预计2026年下半年广告整体预算仅增长约1%至3%,而所追踪的10间上市平台下半年收入预料增长约5%,与上半年大致相若。大摩目前认为,今年下半年压力将持续存在,因为少于一半的消费板块上市公司计划增加开支,而该行所调查的行业信心亦从2025年的6.3降至5.8,认为明年复苏前景尚未确立,相信明年焦点仍集中在AI...
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