《大行》中银国际调整中国互联网行业推荐次序 首选腾讯(00700.HK)

阿斯达克财经
Apr 17, 2025

中银国际发表报告指,国家统计局于4月16日发布3月社会零售数据,超过该行预期,主要还是因为刺激政策支持。考虑到美团(03690.HK) 盈利可能受到未来3年1,000亿元人民币对餐饮业的扶持计划,以及阿里巴巴(09988.HK) 受到H20芯片出口管制,调整了中国互联网行业的推荐次序,推荐腾讯(00700.HK) >京东(09618.HK) >阿里巴巴>美团>拼多多(PDD.US)  。该行首推...

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