《大行》大和料泡泡玛特(09992.HK)等受惠微信新增送礼功能

阿斯达克财经12-20

大和的研究报告指，微信新增送礼测试功能有助提升短期的需求，化妆品、玩具、零食及保健食品等类别应可受惠。该行相信这一新功能对微信的积极影响可能会在即将到来的农历新年假期中对部分消费品牌产生重大作用，因为它为年轻消费者创造了新的消费场景，料泡泡玛特(09992.HK) 、珀莱雅(603605.SH) 及三只松鼠(300783.SZ) 等可以受惠。
该行指，留意微信商店的商品总成交额仍然相对较小，但随2024年中期产品升级和流量分配的增加，这一领域似乎已经成为腾讯(00700.HK) 透过其微信平台变现的重点。(vc/u)

(港股报价延迟最少十五分钟。沽空资料截至 2024-12-20 12:25。) (A股报价延迟最少十五分钟。)

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