中金：内地线上平台股吸引力增强核心推荐腾讯控股(00700)等

智通财经网2025-12-23

智通财经APP获悉，中金发布研报称，近期，市场整体情绪转低带来板块整体出现回调格局，当下板块整体估值已处于均值和25分位之间。从基本面来看，板块整体业绩稳健，广告、游戏等主要赛道仍有健康增速，重点公司例如腾讯控股(00700)等依然表现出利润率提升经营杠杆。整体来看，基本面稳健，AI潜力仍在，但估值在降低，该行认为板块吸引力在增强。综合来看，核心推荐腾讯控股，建议关注快手-W(01024)、网易(...

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Core recommendation Tencent Holdings (00700) and others","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00700":1.95,"TCEHY":1.95,"HTCD.SI":0.6},"content_text":"智通财经APP获悉，中金发布研报称，近期，市场整体情绪转低带来板块整体出现回调格局，当下板块整体估值已处于均值和25分位之间。从基本面来看，板块整体业绩稳健，广告、游戏等主要赛道仍有健康增速，重点公司例如腾讯控股(00700)等依然表现出利润率提升经营杠杆。整体来看，基本面稳健，AI潜力仍在，但估值在降低，该行认为板块吸引力在增强。综合来看，核心推荐腾讯控股，建议关注快手-W(01024)、网易(09999)、赤子城科技(09911)、哔哩哔哩(09626)。此外，该行认为AI仍处于高速发展状态，且相对于海外科技巨头激进资本开支，国内互联网公司投入更加实际，自然也更加可持续，仍然认为AI将成为未来部分互联网公司重要增量机遇。中金表示，绝大部分内地线上平台公司进入2026年预测市盈率15倍至20倍的“合理”区间，这意味着未来一旦有公司业绩超预期，将有望享受业绩与估值的双升。曾经板块中哔哩哔哩长期处于超高估值，BOSS直聘-W(02076)、腾讯音乐-SW(01698)、网易云音乐(09899)等一直处于中高估值水平。中金认为，对于长逻辑向好、短期业绩超预期的公司而言，20倍至25倍亦属合理水平，目前板块大部分公司的估值，为未来业绩超预期的公司奠定了良好土壤。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2593495743","isCrawlerRequest":true}

中金：内地线上平台股吸引力增强 核心推荐腾讯控股(00700)等

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中金：内地线上平台股吸引力增强核心推荐腾讯控股(00700)等