四季度港股互联网叙事或转向“AI赋能”,业绩预期有望回暖

每日经济新闻
Sep 11

今年4月起外卖战正式拉开帷幕,阿里、美团、京东等纷纷加大投入,市场因此担忧港股互联网龙头盈利承压,进一步牵动对港股整体基本面的忧虑。当前大部分港股公司已披露中期业绩,外卖战影响初现,但港股硬件、材料、医药亮点突出。虽然恒生科技利润增速受外卖战影响下滑,但其整体盈利效率维持稳定,2025H1/2024恒生科技成分股ROE(TTM)均为14.2%。恒生科技内部业绩分化,除了零售业绩明显下滑,技术硬件、...

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