互联网二季报前瞻：在降本提效驱动下利润端仍有望录得优异表现

投资要点：互联网二季报前瞻：降本提效有望驱动二季度利润录得优异表现互联网公司即将在8月中下旬陆续披露二季报业绩，根据最新彭博一致预期，预计腾讯/美团/快手/阿里/京东/拼多多Q2收入同比+8.1%/+18.4%/+9.5%/+6.7%/+0.9%/90.6%，调整后净利润分别同比+29.3%/34.7%/62.3%/-6.2%（阿里为调整后EBITA）/+11.1%/+97.1%，我