华创证券发布研报称，巨头加速算力布局，持续看好科技板块的引领作用，同时看好互联网权重资产的配置价值。建议关注腾讯、阿里、快手、美图、阅文、腾讯音乐、哔哩哔哩、网易、美团等。游戏方面，当前估值处于中低位、关注后续AI 应用催化等带动估值修复。建议关注腾讯（三角洲或支撑未来一到两年景气度超额），巨人（超自然稳健），华通（产品流水向上趋势维持，利润释放中），恺英（传奇产业链整合），三七（丰富的用户及广告...
Source Link华创证券发布研报称，巨头加速算力布局，持续看好科技板块的引领作用，同时看好互联网权重资产的配置价值。建议关注腾讯、阿里、快手、美图、阅文、腾讯音乐、哔哩哔哩、网易、美团等。游戏方面，当前估值处于中低位、关注后续AI 应用催化等带动估值修复。建议关注腾讯（三角洲或支撑未来一到两年景气度超额），巨人（超自然稳健），华通（产品流水向上趋势维持，利润释放中），恺英（传奇产业链整合），三七（丰富的用户及广告...
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