花旗:预计下半年资金转向AI与云计算板块,中资科网股首选腾讯、阿里等

格隆汇
Sep 04

花旗发表报告指,中国互联网行业板块今年以来累涨44.8%,优于东南亚(+24.7%)、日本(+21.9%)及美国(+19.2%),驱动因素来自贸易关税不确定性缓和,以及区域性资金流动轮动。虽然估值倍数已有一定修复,但多数中资互联网公司相较于全球同业及中国境内其他科技/消费类个股仍具折让。随着阿里巴巴及腾讯展现出AI驱动的正向乘数效应,加上产业垂直领域对AI的加速采用。该行预计下半年资金将从体验与...

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