电商势头强劲，拼多多领衔增长；零售春节假日亮眼，名创优品受瞩目

和讯网03-04

电商板块展望：电商行业维持增长势头，性价比消费和海外扩张趋势显著。拼多多因应市场趋势，获得推荐。同时，龙头电商公司如京东、唯品会、阿里巴巴估值处于低位，值得关注。本地生活趋势：外卖和到店服务市场潜力依旧，社团减亏有望超出预期。美团作为行业重点，值得投资者关注。零售行业表现：春节期间零售业绩表现亮眼，名创优品是持续推荐的零售品牌。餐饮市场分析：国内咖啡市场空间广阔，龙头企业加速扩张。瑞幸咖啡作为...

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