高盛:中国互联网年底前偏好游戏及娱乐 下调腾讯控股(00700.HK) 、阿里巴巴-W(09988.HK)目标价

智通财经
5 hours ago
【高盛:中国互联网年底前偏好游戏及娱乐 下调腾讯控股(00700.HK) 、阿里巴巴-W(09988.HK)目标价】智通财经APP获悉,高盛发布研报称,更新年底前中国互联网及人工智能子板块偏好,将游戏及娱乐提升为防守性增长首选,其次为云及数据中心,以及垂直/教育,因疲弱宏观趋势继续拖累电商。腾讯控股(00700.HK) 、网易(NTES.US) 、阿里巴巴-W(09988.HK) 、世纪互联(VNET.US) 、新东方(EDU.US) 、贝壳(BEKE.US) 、京东(JD.US) 及MiniMax-W(00100.HK) 评级为“买入”,受惠于人工智能云势头具韧性、成本效益及吸引估值。

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