交银国际发布研报称，受海外不确定性影响，大部分公司估值低于2024年平均水平。该行看好阿里巴巴-W、腾讯控股等业绩稳定及AI赋能的公司。预计本月中概股和互联网公司将公布首季业绩，电商行业GMV增速同比增6%，其中阿里巴巴增速6%、京东集团10%、拼多多13%、快手15%。此外，携程集团和同程旅行收入增速分别达17%和12%，美团首季收入增速为16%。游戏领域，腾讯长青游戏表现稳健，建议关注新游《...
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