《大行》瑞银:中国互联网板块短期仍波动 首选阿里、腾讯、京东、网易

阿斯达克财经
Jun 18

瑞银发表研究报告指,中概互联网指数ETF-KraneShares(KWEB)年初至今已回调18%,主要受宏观经济疲弱、AI投资加大,以及线上音乐等垂直领域受到AI冲击的影响,认为中国互联网板块短期内仍会波动。但瑞银指出,市场已陆续出现回稳定迹象,目前该行业今年预测市盈率仅12倍,加上内地一线城市二手楼价有见底迹象,非AI领域投资回报率变得更受投资者重视,以及AI变现场景已由聊天机器人扩展至生产力...

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