看好进取+进化下港股中概整体估值重估。1、天风证券认为中概互联网估值在全球比较具有吸引力恒生指数和恒生科技指数的估值优势

智通财经
04 Jul
看好进取+进化下港股中概整体估值重估。1、天风证券认为中概互联网估值在全球比较具有吸引力恒生指数和恒生科技指数的估值优势显著。2、与此前互联网公司更为看重股东回报水平不同的是2025年中概互联网重回进取和进化。3、AI业务的布局在提振中概互联网公司总体估值水平的同时也有望助力互联网公司增效。建议关注:腾讯控股、阿里巴巴、小米、京东集团、快手、拼多多、美团、哔哩哔哩。

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