AI驱动港股互联网巨头进入成长新阶段。恒生科技指数自2024年2月以来,累计已上涨99%(截至11月13日),当前板块TTM估值约23xPE,处于历史31%分位。纳斯达克处于41xPE。复盘过去两年涨幅,2024年大部分巨头的股价上涨是从价值的角度进行的估值修复和盈利驱动,举例腾讯在这一轮周期上涨的起点为2024年3月20日腾讯业绩会公告1000亿港元回购计划,当时市值对应当年经调整净利润为13X...
Source LinkAI驱动港股互联网巨头进入成长新阶段。恒生科技指数自2024年2月以来,累计已上涨99%(截至11月13日),当前板块TTM估值约23xPE,处于历史31%分位。纳斯达克处于41xPE。复盘过去两年涨幅,2024年大部分巨头的股价上涨是从价值的角度进行的估值修复和盈利驱动,举例腾讯在这一轮周期上涨的起点为2024年3月20日腾讯业绩会公告1000亿港元回购计划,当时市值对应当年经调整净利润为13X...
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