交银国际：目前大部分公司估值低于2024年平均水平看好阿里巴巴-W(09988)等

智通财经2025-05-08

智通财经APP获悉，交银国际发布研报称，受海外不确定性因素影响，目前大部分公司估值低于2024年的平均水平。该行看好业绩稳定及AI加持带动估值提升机会的公司，如阿里巴巴-W(09988)、腾讯控股(00700)、网易-S(09999)、携程集团-S(09961)及美团-W(03690)。本月中概及互联网公司将陆续公布首季业绩，因电商受惠于国家补贴扩大带动需求，该行预计其行业商品成交总额(GMV)...

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交银国际：目前大部分公司估值低于2024年平均水平 看好阿里巴巴-W(09988)等

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交银国际：目前大部分公司估值低于2024年平均水平看好阿里巴巴-W(09988)等