招银国际:2026年聚焦AI与消费分层,推荐腾讯等科技龙头

招银国际
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招银国际发布研报称,2025年12月18日全球市场表现分化。宏观层面,中国对钢铁出口实施许可证管理,欧央行维持利率不变,英国央行鹰派降息25个基点。行业展望: 1. 科技与AI:2026年AI竞争白热化,推荐腾讯(00700.HK)、阿里巴巴(09988.HK)及快手(01024.HK),看好其场景落地与变现能力;半导体领域首推中际旭创(300308.CH)(年内涨407%),预计全球半导体市场...

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