国泰君安研报表示，展望未来，跨境出海是一门长期主义的远征。1)复盘近10年来跨境电商行业的成长史，①从粗放式铺货走向精细化管理，反映在存货周转与供应链管理能力的跃升；②从白牌为主走向品牌崛起，部分公司核心品类的知名度、品牌力、份额均增强；③从单一渠道/区域走向多元渠道/区域，新兴市场电商渗透率低、发展空间巨大；因此头部公司的增长韧性与中小公司逐步拉开差距，2025-26年板块内更多上市公司将跨越百亿营收大关；2)Q2以来虽国际物流运输价格显著上涨、美国政策方面存在不确定性，但部分公司通过优化头/尾程配置实现成本费用改善，亚马逊的支持政策亦在一定程度上抵消不利影响；3)随新渠道、新区域等的崛起，我们看好头部公司延续较好表现。出海长期仍具高景气度，推荐业绩韧性强、受外部风险影响相对低的标的。
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2023年最划算的流量卡 推荐十多款巨优惠流量卡(目前最好流量卡)
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新手小白必看，选购流量卡看这一篇就够了。
对于选择流量卡，虽然套餐资费都是很便宜，本着简单不麻烦的原则，小编给出以下三点建议： 一、建议大家办理长期套餐，目前流量卡的套餐可以分为长期套餐和短期套餐两种颜色长期套餐有效期20…
