华尔街投行伯恩斯坦看好腾讯、阿里AI前景,称腾讯AI布局价值被低估

智通财经
Oct 15
【华尔街投行伯恩斯坦看好腾讯、阿里AI前景,称腾讯AI布局价值被低估】华尔街大行伯恩斯坦将腾讯和阿里巴巴列为中国互联网板块重点看好的公司,认为两家企业都有望通过AI应用实现回报。腾讯方面,伯恩斯坦认为,市场低估了腾讯Workbuddy、Hy4等AI平台及个人智能体业务的潜在价值。腾讯已通过广告和游戏业务获得较可观的投资回报,当前风险收益比仍具吸引力。阿里方面,伯恩斯坦近期虽下调了阿里巴巴目标价,但仍维持“跑赢大盘”评级。该机构预计,阿里云增长将继续超出市场预期,公司也能从AI投入中获得良好回报。不过,该机构也指出,投资者仍希望看到更多证据,证明智能体AI能实际推动商品交易总额和营销收入增长。此外,伯恩斯坦也看好网易和BOSS直聘,认为两家公司各自具备独立的业务增长驱动因素。

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