高盛发表报告，将云端及数据中心子板块提升至首选位置，因预期AI培训及推理需求将持续带动AI增长动能，加上超大规模云端服务商的多芯片策略，以及数据中心订单量、开支扩张和资本循环的展望正面。
同时，该行继续看好游戏及移动出行子板块，因其在宏观环境疲弱下具备防御性，市场格局和定价能力均较为有利，而电子商务及非电商广告子领域则可能因宏观疲弱而承压。
在云端及数据中心板块中，该行看好阿里-W(09988.HK) 、万国数据-SW(09698.HK) 及世纪互联(VNET.US) ；游戏板块中，看好腾讯(00700.HK) 及网易-S(09999.HK) ；移动出行中，看好滴滴(DIDIY.US) 和满帮(YMM.US) ，而电商中则看好快手-W(01024.HK) 。(ss/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-12-08 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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