瑞银发表中国互联网报告，推介7只股份，3只为盈利可见度高及低贝塔核心持仓，首选腾讯(00700.HK) ，指该股具短期防御性盈利与自下而上驱动，同时具备长期AI上行价值。此外亦包括网易-S(09999.HK) ，指其处产品线升级循环及海外业务持续增长；以及携程-S(09961.HK) ，指该股市场领导地位稳固，估值合理。其余4只为具上行可能价值且被忽视的高贝塔股份，包括盈利增长卓越但被忽视的好未来...
Source Link瑞银发表中国互联网报告，推介7只股份，3只为盈利可见度高及低贝塔核心持仓，首选腾讯(00700.HK) ，指该股具短期防御性盈利与自下而上驱动，同时具备长期AI上行价值。此外亦包括网易-S(09999.HK) ，指其处产品线升级循环及海外业务持续增长；以及携程-S(09961.HK) ，指该股市场领导地位稳固，估值合理。其余4只为具上行可能价值且被忽视的高贝塔股份，包括盈利增长卓越但被忽视的好未来...
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