大行评级|杰富瑞:娱乐板块具防御性 为下半年最看好行业

格隆汇
Jul 01, 2025

杰富瑞发表研究报告指,近期食品外卖与即时商务趋势显示,领军企业致力打造一站式消费者应用,涵盖多元服务,满足本地即时需求与传统电商的多种消费场景。该行重点推荐股票包括阿里巴巴、京东、美团,维持“买入”评级。 该行又认为,娱乐板块具防御性,是下半年最看好行业。其中,快手在北京的会议确认了可灵的潜力及多个细分领域趋势。可灵凭借数据洞察、计算能力及AI人才脱颖而出,将针对大市场采取多元定价策略。该行预计网络营销收入下半年按年加速增长,电商市场份额保持稳定。

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