高盛:中国互联网巨企次季业绩前瞻 聚焦云增长及AI资本开支 板块前景具建设性

智通财经
Aug 10
【高盛:中国互联网巨企次季业绩前瞻 聚焦云增长及AI资本开支 板块前景具建设性】智通财经APP获悉,高盛发布研报称,展望即将公布第二季业绩的互联网巨企,预期重点主题包括:云增长为亮点、全年资本开支上调、交易平台盈利拐点,以及市场对分类加总估值法的关注增加。该行上调美团-W(03690.HK)目标价,由116港元上调至123港元,维持“买入”评级。

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