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) 。
该行首推腾讯，原因是最大的内容制造及分发渠道，以及在众多大模型及垂类应用中，内容制造及其商业化似乎为立即提高生产力和改善货币化率提供了一条清晰的道路。(ha/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-17 12:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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