中银国际:中资科网股中长期首选腾讯

AASTOCKS
Sep 15

中银国际发表研究报告指出,AI、宏观经济复苏、竞争格局、监管环境、股东回报执行以及中美紧张局势,将成为未来6至12个月,影响中国互联网上市公司财务和估值的六大关键因素。中银国际对内地互联网公司的子行业排序分别为云端运算>线上音乐、线上游戏及线上广告(三者平排)>电子商务>其他。中银国际表示,腾讯、阿里-W、网易-S和腾讯音乐-SW仍是该行的中长期首选。哔哩哔哩-W和百度-SW是该行的短期喜好股。

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