互联网行业2025年8月投资策略:海外巨头AI商业化效果明显 聚焦AI选股

国信证券
04 Aug

7 月行情回顾:7 月恒生科技指数单月上涨2.8%。同期,纳斯达克互联网指数7 月上涨,单月涨幅为3.7%。个股方面,互联网多数股票股价表现不一致,港股方面,快手、微盟集团、金蝶国际为本月表现前三的股票,美股方面,英伟达、谷歌、微软为本月表现前三的股票。从市盈率看,恒生科技指数估值较上月小幅提升,PE-TTM 为21.46x,处于恒生科技指数成立以来20.31%分位点。纳斯达克指数估值较上月基本...

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