在经历年初以来的上涨后,中国互联网行业正处于关键转折点。 据追风交易台消息,瑞银在6月16日的报告中表示,KWEB中国互联网ETF年初至今上涨18%。这主要由估值驱动而非盈利改善,特别是具有AI概念的股票。中小市值股票表现优于大盘,国内投资者展现出更强的定价权,有时采取与海外投资者不同的长期视角。 瑞银认为,投资者在下半年需要重点AI变现、海外扩张以及利润率重塑,这些因素将深刻影响中国互联网公司的...
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