You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級丨高盛:中資互聯網行業仍首選遊戲股 看好騰訊及網易

高盛發表報告指,中資互聯網公司今年首季度收入穩健、淨利潤超出預期,但普遍對第二季度盈利能力持漸進採取保守態度,因平臺生態系統(商家、消費者)、食品外賣補貼(由電商提供)、AI(應用和超大規模GPU折舊)以及海外擴張等方面的投資增加。

該行指,對中資互聯網行業2025年五大主題作出調整,遊戲繼續是首選子行業(第一位),繼續看好穩定格局的出行領域(第二位),互聯網垂直領域的偏好從第四位提升至第三位,因投資者尋求市場結構更有利/進入壁壘更高的業務,以應對電商/本地服務競爭。該行指,關鍵股票推薦遊戲行業包括騰訊及網易,出行行業看好滿幫,互聯網垂直領域中看好小米及攜程;電商領域看好京東及快手。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account