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華安證券:關注港股互聯網公司估值修復
格隆匯 10-05 15:29

近期資本市場利好政策頻發,市場情緒顯著回升。華安證券分析師金榮對此表示,港股互聯網的業績韌性持續得到驗證,當前值得關注的是其估值修復的機會。尤其主要電商平台下調低價策略,預計下半年競爭將有所緩和,經營效率有望提升。隨着市場預期逐步回暖,互聯網公司的每股收益(EPS)或具備更大的彈性。在生成式AI領域,國內頭部互聯網公司也積極佈局。騰訊自2016年成立AILab以來,持續推動人工智能基礎研究,其混元大模型已在多場景中得到應用。阿里巴巴達摩院在AI、機器學習、自然語言處理和計算機視覺領域的持續探索也顯示了其領先地位,AI產品收入實現三位數增長。其他公司如快手、美圖、小米等也在AI大模型或應用領域進行了戰略佈局,有望在未來受益於這一新技術週期。

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