明星科网股集体扬升美团-W(03690)涨6.93% 机构指板块估值已逼近底部

金吾财讯

6 hours ago

金吾财讯 | 港股明星科网股集体扬升，截至发稿，百度集团-SW(09888)涨7.44%，携程集团-S(09961)涨7.14%，美团-W(03690)涨6.93%，京东健康(06618)涨6.88%，哔哩哔哩-W(09626)涨6.82%，阿里巴巴-W(09988)涨6.15%，腾讯音乐-SW(01698)涨5.28%，网易-S(09999)涨5.01%，贝壳-W(02423)涨4.95%，BOSS直聘-W(02076)涨4.76%，京东集团-SW(09618)涨4.58%，阿里健康(00241)涨4.56%，快手-W(01024)涨3.46%，腾讯控股(00700)涨2.96%，小米集团-W(01810)涨2.99%。消息面上，花旗新近研究认为，中国互联网板块近期显著跑输大市的情况加剧，主要由于该板块持续被视作全球AI硬件股升势的资金来源。然而，此轮抛售已创造出具吸引力的估值机会，该行相信并希望板块正接近底部。即使在10%至30%的潜在盈利下调压力测试下，相关估值在扣除现金后依然极具吸引力，具备强大核心业务及稳健现金流生成能力的公司将能渡过此轮周期。该行研究称，多数中国互联网公司拥有雄厚的净现金头寸。截至2026年第一季，百度净现金达279亿美元(占市值78.8%)，网易净现金达243亿美元(占市值33.1%)。在未完成的股份回购额度方面，阿里巴巴仍有191亿美元，携程有50亿美元，百度有48亿美元，网易有29亿美元，京东集团则有14亿美元。该行预期相关公司在未来数周可能会加快回购步伐。

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href=\"https://laohu8.com/S/09888\">百度集团-SW</a>(09888)涨7.44%，<a href=\"https://laohu8.com/S/TCOM\">携程</a>集团-S(09961)涨7.14%，<a href=\"https://laohu8.com/S/03690\">美团-W</a>(03690)涨6.93%，<a href=\"https://laohu8.com/S/06618\">京东健康</a>(06618)涨6.88%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>(09626)涨6.82%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>(09988)涨6.15%，<a href=\"https://laohu8.com/S/01698\">腾讯音乐-SW</a>(01698)涨5.28%，<a href=\"https://laohu8.com/S/09999\">网易-S</a>(09999)涨5.01%，<a href=\"https://laohu8.com/S/02423\">贝壳-W</a>(02423)涨4.95%，<a href=\"https://laohu8.com/S/02076\">BOSS直聘-W</a>(02076)涨4.76%，<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>(09618)涨4.58%，<a href=\"https://laohu8.com/S/00241\">阿里健康</a>(00241)涨4.56%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>(01024)涨3.46%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>(00700)涨2.96%，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>(01810)涨2.99%。消息面上，花旗新近研究认为，中国互联网板块近期显著跑输大市的情况加剧，主要由于该板块持续被视作全球AI硬件股升势的资金来源。然而，此轮抛售已创造出具吸引力的估值机会，该行相信并希望板块正接近底部。即使在10%至30%的潜在盈利下调压力测试下，相关估值在扣除现金后依然极具吸引力，具备强大核心业务及稳健现金流生成能力的公司将能渡过此轮周期。该行研究称，多数中国互联网公司拥有雄厚的净现金头寸。截至2026年第一季，<a href=\"https://laohu8.com/S/BIDU\">百度</a>净现金达279亿美元(占市值78.8%)，<a href=\"https://laohu8.com/S/NTES\">网易</a>净现金达243亿美元(占市值33.1%)。在未完成的股份回购额度方面，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>仍有191亿美元，<a href=\"https://laohu8.com/S/09961\">携程</a>有50亿美元，百度有48亿美元，网易有29亿美元，京东集团则有14亿美元。该行预期相关公司在未来数周可能会加快回购步伐。</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>明星科网股集体扬升 美团-W(03690)涨6.93% 机构指板块估值已逼近底部</title>\n<style 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港股明星科网股集体扬升，截至发稿，<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>(09888)涨7.44%，<a href=\"https://laohu8.com/S/TCOM\">携程</a>集团-S(09961)涨7.14%，<a href=\"https://laohu8.com/S/03690\">美团-W</a>(03690)涨6.93%，<a href=\"https://laohu8.com/S/06618\">京东健康</a>(06618)涨6.88%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>(09626)涨6.82%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>(09988)涨6.15%，<a href=\"https://laohu8.com/S/01698\">腾讯音乐-SW</a>(01698)涨5.28%，<a href=\"https://laohu8.com/S/09999\">网易-S</a>(09999)涨5.01%，<a href=\"https://laohu8.com/S/02423\">贝壳-W</a>(02423)涨4.95%，<a href=\"https://laohu8.com/S/02076\">BOSS直聘-W</a>(02076)涨4.76%，<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>(09618)涨4.58%，<a href=\"https://laohu8.com/S/00241\">阿里健康</a>(00241)涨4.56%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>(01024)涨3.46%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>(00700)涨2.96%，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>(01810)涨2.99%。消息面上，花旗新近研究认为，中国互联网板块近期显著跑输大市的情况加剧，主要由于该板块持续被视作全球AI硬件股升势的资金来源。然而，此轮抛售已创造出具吸引力的估值机会，该行相信并希望板块正接近底部。即使在10%至30%的潜在盈利下调压力测试下，相关估值在扣除现金后依然极具吸引力，具备强大核心业务及稳健现金流生成能力的公司将能渡过此轮周期。该行研究称，多数中国互联网公司拥有雄厚的净现金头寸。截至2026年第一季，<a href=\"https://laohu8.com/S/BIDU\">百度</a>净现金达279亿美元(占市值78.8%)，<a href=\"https://laohu8.com/S/NTES\">网易</a>净现金达243亿美元(占市值33.1%)。在未完成的股份回购额度方面，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>仍有191亿美元，<a href=\"https://laohu8.com/S/09961\">携程</a>有50亿美元，百度有48亿美元，网易有29亿美元，京东集团则有14亿美元。该行预期相关公司在未来数周可能会加快回购步伐。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"1984697","article_id":"2647477133","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20250110/NTQxOTRlZTU5ZGZkZjc4MmEzMTdjMTVhMTM1NjYxOTg3NzU=.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2647477133","pubTimestamp":1782702173,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 | 港股明星科网股集体扬升，截至发稿，百度集团-SW 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港股明星科网股集体扬升，截至发稿，百度集团-SW(09888)涨7.44%，携程集团-S(09961)涨7.14%，美团-W(03690)涨6.93%，京东健康(06618)涨6.88%，哔哩哔哩-W(09626)涨6.82%，阿里巴巴-W(09988)涨6.15%，腾讯音乐-SW(01698)涨5.28%，网易-S(09999)涨5.01%，贝壳-W(02423)涨4.95%，BOSS直聘-W(02076)涨4.76%，京东集团-SW(09618)涨4.58%，阿里健康(00241)涨4.56%，快手-W(01024)涨3.46%，腾讯控股(00700)涨2.96%，小米集团-W(01810)涨2.99%。消息面上，花旗新近研究认为，中国互联网板块近期显著跑输大市的情况加剧，主要由于该板块持续被视作全球AI硬件股升势的资金来源。然而，此轮抛售已创造出具吸引力的估值机会，该行相信并希望板块正接近底部。即使在10%至30%的潜在盈利下调压力测试下，相关估值在扣除现金后依然极具吸引力，具备强大核心业务及稳健现金流生成能力的公司将能渡过此轮周期。该行研究称，多数中国互联网公司拥有雄厚的净现金头寸。截至2026年第一季，百度净现金达279亿美元(占市值78.8%)，网易净现金达243亿美元(占市值33.1%)。在未完成的股份回购额度方面，阿里巴巴仍有191亿美元，携程有50亿美元，百度有48亿美元，网易有29亿美元，京东集团则有14亿美元。该行预期相关公司在未来数周可能会加快回购步伐。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}