【1月13日美银证券发布中国互联网报告,对股价表现、行业亮点及选股给出观点】美银证券预期今年中国互联网股股价表现仍有分歧,人工智能将再度跑赢,娱乐及旅游等虚拟消费会再次跑赢实体电商。人工智能是业界最大增长亮点,但疲弱宏观状况拖累消费开支及企业开支(广告)。 不过,中国互联网股估值吸引,为下行提供缓冲。目前预测市盈率18倍,低于十年平均的23倍、纳指100的26倍及美股“七巨头”的31倍。 选股上,...
Source Link【1月13日美银证券发布中国互联网报告,对股价表现、行业亮点及选股给出观点】美银证券预期今年中国互联网股股价表现仍有分歧,人工智能将再度跑赢,娱乐及旅游等虚拟消费会再次跑赢实体电商。人工智能是业界最大增长亮点,但疲弱宏观状况拖累消费开支及企业开支(广告)。 不过,中国互联网股估值吸引,为下行提供缓冲。目前预测市盈率18倍,低于十年平均的23倍、纳指100的26倍及美股“七巨头”的31倍。 选股上,...
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