金吾财讯 | 明星科网股走高，阿里巴巴-W（09988）涨4.09%，京东健康（06618）涨3.05%，百度集团-W（09888）涨2.29%，快手-W（01024）涨1.60%，阿里健康（00241）涨1.36%，哔哩哔哩-W（09626）涨1.13%，携程集团-S（09961）涨1.07%。花旗发表研究报告指，该行近期赴英国及欧洲进行市场推介，大多数投资者都保留了腾讯控股（00700）及阿里关键股份，部分亦持有携程、网易（09999）、京东集团-SW（09618）及唯品会（VIPS.US）；另对东南亚网约车及外卖巨擘Grab（GRAB.US）及新加坡冬海集团（SE.US）有一定讨论兴趣。欧洲投资者情绪好坏参半，多数认同宏观是最大逆风，但估值具吸引力，并特别指出腾讯现价应可更高。该行指，讨论焦点亦围绕中美人工智能模型、资本开支、算力限制、监管，以及美国前沿实验室放慢模型推进的影响。相对美国资投资者，不少投资者聚焦新兴市场，对中国互联网大型股的情绪及兴趣更佳。
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