《大行》里昂:料2026年中美AI竞赛升级 首选腾讯(00700.HK)阿里(09988.HK)等六股

阿斯达克财经
Feb 05

里昂发表研究报告指出,中国互联网行业在2025年表现强劲,随着DeepSeek引领国内AI趋势,预计2026年涨势将延续,尤其在代理AI和生成式视频应用的竞争将加剧。中国与美国将在全球范围内的AI模型、应用、云服务及自动驾驶(Robotaxi)领域展开正面竞争。尽管面临地缘政治挑战,中国游戏和电商在海外市场持续快速增长,但该行对国内电商板块的前景持谨慎态度。在投资策略上,里昂偏好AI、游戏及健康...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10