2018全球互联网发展状况报告｜巴克莱科技行业展望

报告摘要

巴克莱2018年1月发布的全球互联网发展状况报告，涵盖移动互联网、数字广告、电商、在线旅游、视频游戏、中国互联网等核心领域。报告指出移动互联网渗透率全球突破50%，电商与实体融合加速（如亚马逊收购全食），视频优先成为新趋势。适合互联网从业者、投资人、战略分析师了解2018年全球互联网格局与投资机会。

📋 核心要点(部分)

1. Stock Selection for Internets
2. Current State of Mobile & Consumer Internet
3. Current State of Digital Advertising
4. Current State of E-Commerce
5. Current State of Online Travel
6. Current State of Local Internet
7. Current State of Video Games
8. Current State of Website Presence Sector
9. Current State of China Internet
10. East vs. West – Portfolio Manager’s Summary
11. The Big Are Getting Bigger
12. Mobile Internet Penetration Crossing 50% Worldwide
13. The Merger Of Physical & Digital Commerce (AMZN-WFM)
14. The Next Billion Smar