交银国际:目前大部分公司估值低于2024年平均水平 看好阿里巴巴-W等

新浪网
08 May

交银国际发布研报称,受海外不确定性因素影响,目前大部分公司估值低于2024年的平均水平。该行看好业绩稳定及AI加持带动估值提升机会的公司,如阿里巴巴-W、腾讯控股、网易-S、携程集团-S及美团-W。本月中概及互联网公司将陆续公布首季业绩,因电商受惠于国家补贴扩大带动需求,该行预计其行业商品成交总额(GMV)增速同比增6%,当中阿里巴巴料增速6%、京东集团-SW增速10%、拼多多增速13%及快手-W...

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