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TradingKey Investment ResearchUpdated：2026-02-07

This strategy intends to capture the upside space driven by both the growth potential and the network effect. Growth stems directly from the expansion of user bases, increased engagement, and enhanced monetisation capabilities. A deeper driver is the unique network effect—a more powerful form of leverage — where platform value grows exponentially on the number of users, creating strong ecological barriers and pricing power. Investing in this area represents a strategic positioning towards the future of digital lifestyles. Successful companies are able to leverage this powerful effect to achieve exponential growth in users, revenue, and value.

Risk Warning: The information on this page is based on publicly available data from the securities market or historical data of investment products. The dimensions of the indicators have limitations and do not represent the future performance of the products. This information is for investors' reference only and does not constitute investment advice. Any actions taken based on this information are at your own risk.

Historical Return

Cumulative Return+3.85%

Annualized Return+15.05%

5Y

5-Year Performance-17.40%

Current Holdings



No.

Name

Price

Chg %

Industry

Score

eBay Inc

EBAY

86.550

+0.03%

Software & IT Services

7.81

EverQuote Inc

EVER

18.090

+4.93%

Software & IT Services

7.77

Alphabet Inc Class C

GOOG

323.100

-2.48%

Software & IT Services

7.6

Alphabet Inc Class A

GOOGL

322.860

-2.53%

Software & IT Services

7.72

Mastercard Inc

548.740

-0.57%

Software & IT Services

8.33

MercadoLibre Inc

MELI

1970.150

-3.18%

Software & IT Services

7.24

Meta Platforms Inc

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