大摩深度解析:中国互联网公司海外收入占比超10%,AI与出海成投资新焦点

AI产业链研究
Jan 19

外资券商研究中概股时,通常会将中国互联网行业视为一个整体展开分析,并对不同公司进行横向对比。摩根士丹利(大摩)在1月18日发布的一份报告中,明确将AI与海外收入列为筛选投资标的的核心考量因素。AI的重要性不言而喻,而报告中关于中国互联网公司海外收入情况的梳理与总结,倒是颇值得关注。我们可以先通过下表进行整体了解:由此可以看出,中国互联网公司,整体来看海外收入已经达到10%以上,拼多多更是达到了...

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