大行評級|交銀國際:業績確定性拉動內地互聯網行業投資情緒回升
交銀國際發表研究報吿指,業績確定性拉動內地互聯網行業投資情緒回升。截至5月31日,中概網絡指數按月升7%,跑贏恒指。當中,該行預計騰訊的《DNF手遊》首月流水超過預期。該行預測第二季受到新遊戲帶動及《王者榮耀》等多款舊遊戲復增長影響,遊戲收入加速增長。騰訊視頻號受惠於商家及用户生態建立變現進一步提升,該行預計其次季廣吿收入按年增加16%。
電商方面,該行預計拼多多今年GMV及收入將增加22%和33%,又預期阿里2025財年首季淘天GMV及CMR分別增加4%和3 %,並料京東今年盈利維持健康增長。
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