光大证券发布研报称,互联网板块近期整体调整和基本面关系较小,主要受流动性及情绪面波动影响,市场担忧中美对抗下的脱钩风险。光大证券认为,调整后预计演绎至分化,阿里跨境电商对美敞口偏低,腾讯海外游戏目前未受关税影响,国内互联网板块整体国际化程度不深,后续较强力的回购有望带来支撑,当前估值具备性价比,看好阿里巴巴、腾讯控股等基本面稳健&符合中长期AI主线的互联网巨头,后续股价表现有望率先企稳回升。腾讯...
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