东吴证券:看好港股互联网,估值仍有吸引力,推荐腾讯控股等

东吴证券
Dec 12, 2025

2025年12月12日,东吴证券发布了一篇传媒行业的研究报告,报告指出,看好AI应用、游戏及港股互联网。报告具体内容如下:核心观点 2026年传媒互联网领域重点看好三条主线: 1、AI应用2026年展望:看好云服务及文娱领域生产力释放。我们对AI应用前景乐观,Token消耗仍在快速增长,编程、搜索、办公生产力等领域在2025年实现规模化落地,未来客服和销售、教育、医疗健康等细分场景值得关注。我们...

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