CITIC Securities: Traditional business in the internet industry will gradually enter a mature stage in 2024
worrysorry2017
发表于 2024-1-9 21:29:14
1254
0
0
CITIC Securities: Traditional business in the internet industry will gradually enter a mature stage in 2024. According to a research report by CITIC Securities, in 2023, the China Concept Internet sector will exhibit a range of fluctuating trends around macroeconomic recovery and interest rate environment. The Hang Seng Technology/China Concept Internet Index for the whole year of 2023 has accumulated -8.8%/-10.6%. Looking ahead to 2024, we believe that traditional businesses in the internet industry will gradually enter a mature stage, with an increasing correlation between revenue and macro cycles, and profit margins being disrupted by changes in the competitive landscape. We suggest selecting top companies with stable competitive landscape and increased market share at different levels of economic recovery. In the context of significant macroeconomic improvement, it is recommended to pay attention to companies in the online recruitment, advertising, e-commerce and other fields; In the context of uncertain macroeconomic prospects, it is recommended to pay attention to track companies such as online music, ticketing platforms, and online freight.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- Global stock markets plummet! Before the US stock market opened, Nvidia and Apple fell more than 6%! Dan Bin: Now is not the year 2000, when the Internet foam era began. We are going to continue buying today
- Century Internet turned losses into profits in the second quarter and recently received new 235MW orders
- Online payment interconnection enters the 'deep water zone': WeChat Pay is about to 'connect' to Taobao. How to protect user data privacy is of concern in the industry
- Kakao, a South Korean Internet giant, will announce the establishment of AI partnership with Nvidia next month
- CITIC Securities: Rio Tinto's premium acquisition of lithium mining company Arcadium is expected to boost market confidence
- CITIC Capital increases investment in McDonald's China
- CITIC Capital announces investment in McDonald's China
- The consideration is 430 million US dollars! CITIC Capital becomes the largest shareholder of McDonald's in China, and CITIC Stock clears its position
- NetEase's internal email notification of corruption event The anti-corruption tide of major Internet manufacturers continues
- Suspected of corruption NetEase games shocked Internet giants and the anti-corruption tide continued
-
知名做空机构香橼研究(Citron Research)周四(11月21日)在社交媒体平台X上发布消息称,该公司已决定做空“比特币大户”微策略(Microstrategy)这家公司,并认为该公司已经将自己变身成为一家比特币投资基金 ...
- caffycat
- 昨天 11:18
- 支持
- 反对
- 回复
- 收藏
-
每经AI快讯,11月20日,文远知行宣布旗下自动驾驶环卫车S6与无人扫路机S1分别在新加坡滨海湾海岸大道与滨海艺术中心正式投入运营。据介绍,这是新加坡首个商业化运营的自动驾驶环卫项目。 ...
- star8699
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
上证报中国证券网讯(记者王子霖)11月20日,斗鱼发布2024年第三季度未经审计的财务报告。本季度斗鱼依托丰富的游戏内容生态,充分发挥主播资源和新业务潜力,持续为用户提供高质量的直播内容及游戏服务,进一步 ...
- goodfriendboy
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
人民网北京11月22日电 (记者栗翘楚、任妍)2024广州车展,在新能源汽车占据“半壁江山”的同时,正加速向智能网联新能源汽车全面过渡,随着“端到端”成为新宠,智能驾驶解决方案成为本届广州车展各大车企竞 ...
- 3233340
- 昨天 17:06
- 支持
- 反对
- 回复
- 收藏