【券商聚焦】国元证券：互联网板块短期承压关注AI龙头标的_老虎社区_美港股上老虎

【券商聚焦】国元证券：互联网板块短期承压关注AI龙头标的

金吾财讯2025-12-24

（原标题：【券商聚焦】国元证券：互联网板块短期承压关注AI龙头标的）金吾财讯|国元证券发布研报指，上周（12月15日-19日）港股互联网板块表现疲软，恒生科技指数周跌2.82%，软件与服务板块PE-TTM为26.9x，位于近一年78%分位。美股科技板块同样承压，纳斯达克互联网指数周跌0.44%。报告分析市场回调主要受三重因素影响：一是美联储"鹰派降息"声明与日本央行加息引发的全球流动性预期恶化...

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