zuijin，haiwaiaiyingyongbankuaiyinglaigujiazouqiang，youqiaidianshangjiyingxiaozheileirongyichanshengyejifankuidefenzhigujiabiaoxianyouweixianzhu。meiguaiyingxiaopingtaiapplovin（app.us）disanjidushixianshouru11.98yimeiyuan，tongbizengzhang39%；jinglirun4.34yimeiyuan，tongbizengzhang300%，dachaoshichangyuqi。meiguaidianshanglongtouqiyeshopify（shop.us）sanjiduyejitongyanggaoyushichangyuqi，meiguyingli0.35meiyuangaoyushichangyuqi0.27meiyuan。liangjiaqiyeyejigongbuhou，gujiajunyinglaibaolilasheng。zheixieyejidouzhengming，ainenggouzhenzhengdebangzhuqiyejiangbenzengxiao，aibingfeijintingliuzaigainianjieduan。

agufangmian，tongleixingqiyeyeyouwangyinglaijihui，chanyeduanaiyingyongluodiyouwangyinglaijiasu。yidiantianxia（301171.sz）zuoweiaguaiyingxiaofangmianapplovindetongleixingqiye，gujiazouxiangyibiaomingshichangderenke。erzheijiashopifydeaidianshangyingsheqiyemuqiangujiarengchuyupanzhengqi，youwangyinglaibuzhangjihui。jinqi，kaiyuanzhengquanchuanmeituanduiduizheijiaqiyechujuyanjiubaogao，jiyuqiweichi“mairu”pingji，jiemianvipzongjieyanbaojingyaoruxia。

【研报精要】

1、值得买（300785.SZ）2024Q3收入增长，亏损同比缩窄，看好业绩持续修复。2024q3zhidemaiyingyeshouruwei2.96yiyuan（tongbi+5.19%），guimujingkuisunwei385.3wan（tongbisuozhai72.68%），2024nianq1-q3yingyeshouruwei10.12yiyuan（tongbi+5.54%）。