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Huang Binhan: The New Wave? Tencent opens external links or detonates social e-commerce (concept)

author:Huang Binhan

The Internet breaks the monopoly of the big breakthrough! Tencent announced that WeChat has opened the direct access function of e-commerce external links. On November 29, WeChat released an updated description of the "WeChat External Link Content Management Specification", including: direct access to external links in peer-to-peer chat scenarios, and open e-commerce external links direct access functions on a trial basis in group chat scenarios.

Huang Binhan: The New Wave? Tencent opens external links or detonates social e-commerce (concept)

Overall, it is good for Internet giants, of course, some companies believe that it is bearish, afraid of being sucked away by Tencent, and some giants are expected to attract traffic from Tencent.

From the perspective of the market, the major giants of the Internet are not in A shares, and we can only talk about it. However, from a practical point of view, Tencent's release of the concept of external links is good for social e-commerce, whether it will set off a new wave, everything is possible.

The biggest beneficiary of the whole is naturally Tencent, but from the perspective of concept speculation, the concept of small social e-commerce is still worth looking forward to in A shares. Such as the concept of shopping guide platform. Concept stocks include rebate technology, worth buying, Antarctic e-commerce and so on.

In addition to the shopping guide platform, Tencent's release of external links is also good for the concept of direct sales, which is good for related fast selling brands. Such as cosmetics, daily necessities and other fast consumption concepts.

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