大和发表报告指，2025年内地企业营收与盈利按年增长再次恶化；仅有AI、贵金属及保险板块领先，周期性板块普遍落后。2026年盈利增长虽有望改善，但目前双位数的市场预测面临下调压力。领先增长板块方面，AI相关板块，包括半导体与科技组件例如富士康、胜宏科技(02476.HK) 、寒武纪(688256.SH) 、电气设备思源电气(002028.SZ) 、互联网平台阿里巴巴(09988.HK) 、腾讯(...
Source Link大和发表报告指，2025年内地企业营收与盈利按年增长再次恶化；仅有AI、贵金属及保险板块领先，周期性板块普遍落后。2026年盈利增长虽有望改善，但目前双位数的市场预测面临下调压力。领先增长板块方面，AI相关板块，包括半导体与科技组件例如富士康、胜宏科技(02476.HK) 、寒武纪(688256.SH) 、电气设备思源电气(002028.SZ) 、互联网平台阿里巴巴(09988.HK) 、腾讯(...
Source LinkDisclaimer: 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.