《大行》中金:内地互联网进入新一轮扩张起点 腾讯及网易等较好地平衡长期投入与短期财务关系

阿斯达克财经
Jun 25, 2025

中金发表内地互联网今年下半年展望报告表示,内地互联网行业历经两年多降本增效的收缩期,财务状态普遍得以修复,2025年以来,该行观察到行业明显进入新一轮投资周期,AI、出海、即时零售等方向成为热点。该行认为创新和冒险是镌刻在互联网基因中的元素,虽然该行看好大部分投入所带来的增量,但站在二级市场投资角度,认为展望未来时,亦需留出足够大的缓冲空间,平衡好短期与长期之间的节奏。 该行指,“古典互联网”再次...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10