Tencent, Trip.com, Xiaomi and Sea Are Daiwa's Top China Internet Picks -- Market Talk

Dow Jones

2025/06/10

0712 GMT - Daiwa remains positive on China's tech sector and its top picks include Tencent, Trip.com, Xiaomi and Sea. Sentiment for China tech companies continues to improve. This is led by a focus on Xiaomi's premiumization, renewed optimism on China's AI development and SEA's recovery, they say. Geopolitics and competition, especially in e-commerce industry, are considerations for investors but they are also looking at structural growth and margin expansion, Daiwa adds. Xiaomi, Sea, Tencent, Alibaba and Trip.com were the most discussed names during Daiwa's tour with more than 60 investors across Europe and the Middle East. Xiaomi's EV segment and margin outlook drew significant interest, they add. (jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

June 10, 2025 03:12 ET (07:12 GMT)

應版權方要求，你需要登入查看該內容

登入 / 註冊

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎證券香港 | 輕鬆買賣美股港股A股/美債/ETF/Crypto/期權期貨","description":"老虎證券香港提供多種優惠: 港股&Crypto 0佣0平台費、A股一年0佣、美股期權0佣、IPO抽新股0孖展利息0手續費。美股1美金起投，即時串流報價與多種工具，立即開戶享更多優惠！","keywords":"老虎證券,老虎證券開戶,老虎證券香港,老虎證券投資,老虎證券美股,老虎證券登錄,證券開戶,證券公司開戶,股票開戶,香港證券公司,香港證券,證券公司,美股投資平台,小額投資理財,投資app,投資平台,股票買賣,買賣股票平台,炒股app,證券app,新手投資","social":{"ogDescription":"老虎證券香港提供多種優惠: 港股&Crypto 0佣0平台費、A股一年0佣、美股期權0佣、IPO抽新股0孖展利息0手續費。美股1美金起投，即時串流報價與多種工具，立即開戶享更多優惠！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2542336021"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"HKG","license":"TBHK","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2542336021\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2542336021?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-06-10 15:12","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2542336021","market":"fut","top_or_hot":-1,"title":"Tencent, Trip.com, Xiaomi and Sea Are Daiwa's Top China Internet Picks -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0712 GMT - Daiwa remains positive on China's tech sector and its top picks include Tencent, Trip.com, Xiaomi and <a href=\"https://laohu8.com/S/SE\">Sea</a>. Sentiment for China tech companies continues to improve. This is led by a focus on Xiaomi's premiumization, renewed optimism on China's AI development and SEA's recovery, they say. Geopolitics and competition, especially in e-commerce industry, are considerations for investors but they are also looking at structural growth and margin expansion, Daiwa adds. Xiaomi, Sea, Tencent, Alibaba and Trip.com were the most discussed names during Daiwa's tour with more than 60 investors across Europe and the Middle East. Xiaomi's EV segment and margin outlook drew significant interest, they add. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 10, 2025 03:12 ET (07:12 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tencent, Trip.com, Xiaomi and Sea Are Daiwa's Top China Internet Picks -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTencent, Trip.com, Xiaomi and Sea Are Daiwa's Top China Internet Picks -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-06-10 15:12</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0712 GMT - Daiwa remains positive on China's tech sector and its top picks include Tencent, Trip.com, Xiaomi and <a href=\"https://laohu8.com/S/SE\">Sea</a>. Sentiment for China tech companies continues to improve. This is led by a focus on Xiaomi's premiumization, renewed optimism on China's AI development and SEA's recovery, they say. Geopolitics and competition, especially in e-commerce industry, are considerations for investors but they are also looking at structural growth and margin expansion, Daiwa adds. Xiaomi, Sea, Tencent, Alibaba and Trip.com were the most discussed names during Daiwa's tour with more than 60 investors across Europe and the Middle East. Xiaomi's EV segment and margin outlook drew significant interest, they add. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 10, 2025 03:12 ET (07:12 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1516","symbol_name":"騰訊概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2542336021","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2542336021","pubTimestamp":1749539520,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0712 GMT - Daiwa remains positive on China's tech sector and its top picks include Tencent, Trip.com, Xiaomi and Sea. Sentiment for China tech companies continues to improve. This is led by a focus on Xiaomi's premiumization, renewed optimism on China's AI development and SEA's recovery, they say. Geopolitics and competition, especially in e-commerce industry, are considerations for investors but they are also looking at structural growth and margin expansion, Daiwa adds. Xiaomi, Sea, Tencent, Alibaba and Trip.com were the most discussed names during Daiwa's tour with more than 60 investors across Europe and the Middle East. Xiaomi's EV segment and margin outlook drew significant interest, they add. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"81810":"小米集团-WR","BK1516":"腾讯概念","TCOM":"携程网","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","IE0003851619.USD":"BNY MELLON ASIAN EQUITY \"B\" (USD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" ACC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU2449936058.SGD":"SUSTAINABLE ASIA EQUITY \"AA\" (SGD) ACC","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","TCEHY":"腾讯控股ADR","BK4575":"芯片概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0633140560.USD":"AB EMERGING MARKET MULTI ASSET PORTFOLIO \"A\" (USD) ACC","IE00B031J352.USD":"FSSA GREATER CHINA GROWTH \"I\" (USD) INC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","00251":"爪哇控股","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0049853897.USD":"SCHRODER ISF EMERGING MARKETS \"A\" (USD) INC AV","XIACY":"小米集团ADR","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","BK1531":"手游股","BK1609":"ChatGPT概念","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","01810":"小米集团-W","00700":"腾讯控股","HTCD.SI":"Tencent HK SDR 10to1","BK1615":"港股-互联网","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","IE00B0169L03.USD":"FSSA ASIA FOCUS FUND \"I\" (USD) ACC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","HXXD.SI":"Xiaomi HK SDR 2to1","LU2177674079.SGD":"Fidelity Asia Pacific Opportunities A-ACC-SGD (hedged)","LU0080751232.USD":"富达环球多元动力基金A","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC"},"translate_title":"腾讯控股、携程、小米和Sea是大和的中国互联网首选——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.6,"00700":1,"MIUmain":0.6,"TCHmain":0.6,"TCEHY":0.9,"00251":0.9,"ALBmain":0.6,"HTCD.SI":0.6,"01810":0.9,"K3RD.SI":0.9,"HXXD.SI":0.6,"TCOM":1,"XIACY":0.6},"content_text":"0712 GMT - Daiwa remains positive on China's tech sector and its top picks include Tencent, Trip.com, Xiaomi and Sea. Sentiment for China tech companies continues to improve. This is led by a focus on Xiaomi's premiumization, renewed optimism on China's AI development and SEA's recovery, they say. Geopolitics and competition, especially in e-commerce industry, are considerations for investors but they are also looking at structural growth and margin expansion, Daiwa adds. Xiaomi, Sea, Tencent, Alibaba and Trip.com were the most discussed names during Daiwa's tour with more than 60 investors across Europe and the Middle East. Xiaomi's EV segment and margin outlook drew significant interest, they add. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 10, 2025 03:12 ET (07:12 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}