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大行評級|中銀國際:調整中國互聯網行業推薦次序 首選騰訊
格隆匯 04-17 16:54

中銀國際發表報告指,國家統計局發佈3月社會零售數據,超過該行預期,主要還是因爲刺激政策支持。該行調整了中國互聯網行業的推薦次序,推薦騰訊>京東>阿里巴巴>美團>拼多多。該行首推騰訊,原因是最大的內容製造及分發渠道,以及在衆多大模型及垂類應用中,內容製造及其商業化似乎爲立即提高生產力和改善貨幣化率提供了一條清晰的道路。

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