盈亏同源稳定投资
02-04 11:53
实体企业销售收13%的增值税，销售成本高。互联网企业6%的税，是低了
大摩：互联网相关服务增值税恐慌属过度，腾讯仍为行业首选
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204111012a479f1ec&s=b><strong>格隆汇资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利发表研报，认为市场对于增值税法规可能带来负面影响的过度担忧。该行指出，目前没有证据表明互联网相关服务(例如虚拟游戏物品、网络广告等，税率为6%)的增值税会发生任何变化。该行重申行业观点为“吸引”，认为中国的AI路径在2026年将更加明朗，由供给端(美国及国内芯片)和需求端(模型编码/智能体能力突破推动2C应用非线性增长)共同驱动。腾讯仍是该行的首选，因为其核心业务具韧性；同时亦看好阿里。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204111012a479f1ec&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","SG9999001051.SGD":"United Asia Fund SGD","LU0192582467.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" (USD) INC MF","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) 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