高盛发表中国互联网行业报告，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(03690.HK) 目标价，由116元上调至123元，维持“买入”评级。高盛预期，腾讯(00700.HK) 将于8月12日公布业绩，预测第二季收入按年升9%，经调整EBIT按年升9%至752亿元人民币。焦点包括...
Source Link高盛发表中国互联网行业报告，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(03690.HK) 目标价，由116元上调至123元，维持“买入”评级。高盛预期，腾讯(00700.HK) 将于8月12日公布业绩，预测第二季收入按年升9%，经调整EBIT按年升9%至752亿元人民币。焦点包括...
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