In the era of video internet, the traffic pattern has stabilized, and the "borderless" extension can finally be realized in commercial realization. Most of the traditional Internet giants are gradually being shot to death on the beach, because under the steady state of traffic competition, video Internet players have enough time to calmly build a commercial realization superstructure. In this process, the front waves of the internet have a poor sense of body, but the back waves have more opportunities.From Baidu to Ali, JD.COM and Meituan, these traditional Internet giants are facing a steady pattern of traffic competition. Especially the rise of Tik Tok, with its huge traffic advantage, makes e-commerce business either increase traffic or increase efficiency. Traditional e-commerce platforms such as Ali and JD.COM can only respond to Pinduoduo's attack with maximum efficiency while countering Tik Tok's attack. While Tencent, Byte and Pinduoduo have gradually formed a BTP (Byte, Tencent and Pinduoduo) echelon in this steady-state pattern.
3. Changes in policy and market environment5. Investment strategy5. Investment strategy
From Baidu to Ali, JD.COM and Meituan, these traditional Internet giants are facing a steady pattern of traffic competition. Especially the rise of Tik Tok, with its huge traffic advantage, makes e-commerce business either increase traffic or increase efficiency. Traditional e-commerce platforms such as Ali and JD.COM can only respond to Pinduoduo's attack with maximum efficiency while countering Tik Tok's attack. While Tencent, Byte and Pinduoduo have gradually formed a BTP (Byte, Tencent and Pinduoduo) echelon in this steady-state pattern.To sum up, China's Internet industry still has great development potential and investment value. The investment value of China Internet ETF(SH513050), which tracks the China Internet 50 Index, cannot be ignored. Investors can grasp this investment opportunity through reasonable investment strategies and realize the appreciation of wealth.1. Industry changes and steady-state pattern
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
Strategy guide 12-13