【大摩：中国广告预算集中于龙头 腾讯控股(00700.HK)、阿里巴巴-W(09988.HK)、美团-W(03690.HK)获“增持”评级】智通财经APP获悉，摩根士丹利发布研报称，根据该行近日调查，今明两年中国广告行业增长正面，但幅度偏窄，预计2026年下半年广告整体预算仅增长约1%至3%，而所追踪的10家上市平台下半年收入预计增长约5%，与上半年大致相若。
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