盈利下调何时休?小摩:可以抄底港股消费互联网了吗

智通财经网
Aug 08

编者按:2025 年 8 月 7 日,摩根大通发布《中国互联网 2025 年二季度前瞻》报告,聚焦消费互联网公司盈利下调是否见底、资金是否从数字娱乐龙头向消费互联网轮换等核心问题。以下是报告核心内容解读:一、财报季焦点:消费互联网盈利下调是否终结?2025 年二季度财报季的核心看点,在于消费互联网公司(阿里巴巴、美团、拼多多、携程等)的盈利下调是否已结束 —— 这将决定投资者是继续持有数字娱乐龙头...

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