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美股異動丨京東盤前漲近6% 獲大行看好
格隆匯 02-14 17:21
京東(JD.US)盤前漲5.89%,報41.92美元。瑞銀髮報告指,人工智能有助提升盈利總目標市場(TAM),相信DeepSeek和Qwen 2.5模型是展示中國人工智能和大語言模型(LLM)能力的例子。由於中國互聯網公司可在技術進步及效率提升的帶動下看到結構性增長機遇,可能支持行業估值倍數維持在較高水平。另外,外國投資者仍然低配中國互聯網。美國科技股2025年25倍市盈率與中國科技股14倍市盈率的估值差距,應促使投資者重新審視中國科技股。加上即將來臨的去年第四季財報季應普遍正面,或成爲近期催化因素。在配置方面,該行首選京東。(格隆匯)

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