《大行》大华继显:大中华互联网AI云加速、电商仍软、游戏具韧性 首选阿里、携程、网易及智谱

阿斯达克财经
Sep 04

大华继显指出,2026年第二季大中华互联网亮点仍在AI/AI云,阿里-W(09988.HK) 与百度-W(09888.HK) AI云收入分别按年增长45%及50%,腾讯(00700.HK) 亦受AI需求带动云业务增长健康;电商整体仍偏软,仅见局部企稳迹象,游戏则具韧性且大致不受宏观拖累,旅游需求转弱但下半年前景已较早前所忧虑情绪有改善。该行维持行业“市场比重”评级,首选买入阿里、携程-S(...

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