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《大行》大和料泡泡瑪特(09992.HK)等受惠微信新增送禮功能

AASTOCKS ·  Dec 20, 2024 06:54

大和的研究報告指,微信新增送禮測試功能有助提升短期的需求,化妝品、玩具、零食及保健食品等類別應可受惠。該行相信這一新功能對微信的積極影響可能會在即將到來的農曆新年假期中對部分消費品牌產生重大作用,因為它為年輕消費者創造了新的消費場景,料泡泡瑪特(09992.HK)、珀萊雅(603605.SH)及三隻鬆鼠(300783.SZ)等可以受惠。

該行指,留意微信商店的商品總成交額仍然相對較小,但隨2024年中期產品升級和流量分配的增加,這一領域似乎已經成為騰訊(00700.HK)透過其微信平台變現的重點。(vc/u)

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