北京时间11月12日晚美股盘前,东南亚小腾讯Sea公布了2024年3季度财报,此次各项指标全面好于预期,可谓表现不俗,核心要点如下:1、关键的Shopee电商板块,本季GMV达241亿,同比增长近25%,明显好于市场预期22%的同比增速。且趋势上,环比上季增速下降了约4pct,考虑到基数走高影响,基本可以视作没有放缓。 结合公司对24全年GMV增长“mid twenties”的指引,我们取上限...
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