招商证券国际：互联网行业估值处于低位建议关注智谱(02513.HK)及MiniMax-W(00100.HK)

智通财经07-06 10:06

【招商证券国际：互联网行业估值处于低位建议关注智谱(02513.HK)及MiniMax-W(00100.HK)】智通财经APP获悉，招商证券国际发布研报称，在中国互联网行业估值处于历史低位、盈利预测下修接近尾声的背景下，偏好B端商业化领先、供应链优势及渠道生态优势明显、估值合理及股东回报能力强的公司，行业首选阿里巴巴(BABA.US)、腾讯控股(00700.HK)、快手-W(01024.HK)、欢聚(JOYY.US)。

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DeepValueMaking
07-06 13:14
DeepValueMaking
估值合理？？脑袋被驴踢了

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招商证券国际：互联网行业估值处于低位建议关注智谱(02513.HK)及MiniMax-W(00100.HK)