大行評級|中銀國際:推薦互聯網服務行業 首選騰訊
中銀國際發表研報指,其覆蓋的中國互聯網龍頭股份,例如京東集團、美團、阿里巴巴及騰訊控股在美國的收入有限,相關企業大部分收入來自中國國內電子商務、廣告、遊戲及外賣。考慮到潛在的消費刺激計劃政策,以及人工智能技術應用增加帶來的生產率提高,中銀國際推薦互聯網服務行業,首選騰訊,其後依次爲美團、阿里、京東、拼多多。
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