大和发表研究报告指出,近日与投资者会面后,发现小米、阿里巴巴、美团、百度及腾讯为最常被讨论的股票,而投资者普遍关注人工智能主题。虽然全球基金对中国互联网股持仓比例仍偏低,但大和指出,多数投资者认为短期内大幅转向增持的可能性仍有限。该行认为,腾讯继续为最受广泛持有的股票,投资者主要将资本开支预算上调视作未来数季的关键催化剂,并看好在强劲产品管线推动下,游戏收入增长将维持强劲。另外大和指出,阿里巴巴...
Source Link大和发表研究报告指出,近日与投资者会面后,发现小米、阿里巴巴、美团、百度及腾讯为最常被讨论的股票,而投资者普遍关注人工智能主题。虽然全球基金对中国互联网股持仓比例仍偏低,但大和指出,多数投资者认为短期内大幅转向增持的可能性仍有限。该行认为,腾讯继续为最受广泛持有的股票,投资者主要将资本开支预算上调视作未来数季的关键催化剂,并看好在强劲产品管线推动下,游戏收入增长将维持强劲。另外大和指出,阿里巴巴...
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