《大行》汇丰研究对中国AI股中长期持建设性看法料百度(09888.HK)联想(00992.HK)阿里(09988.HK)追落后

阿斯达克财经

2025/03/07

汇丰研究发表研报指，从美国AI板块上升中汲取经验，认为美股较中国股市更受基本面因素驱动，同时发现中国AI价值链相对于美国市场，目前仍存在较大的估值折让，而自2020年起中国AI应用类公司在收入增长上较美国同业优胜，根据市场普遍预期未来两年两者股本回报率差距将大幅缩小，表明下游应用类股份可能将是AI产业下一轮迎来重估的关键所在。考虑到估值折让及基本面的改善，该行重申对中国AI股份中长期发展持建设性...

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href=http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1422980&catg=4&source=AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>汇丰研究发表研报指，从美国AI板块上升中汲取经验，认为美股较中国股市更受基本面因素驱动，同时发现中国AI价值链相对于美国市场，目前仍存在较大的估值折让，而自2020年起中国AI应用类公司在收入增长上较美国同业优胜，根据市场普遍预期未来两年两者股本回报率差距将大幅缩小，表明下游应用类股份可能将是AI产业下一轮迎来重估的关键所在。考虑到估值折让及基本面的改善，该行重申对中国AI股份中长期发展持建设性...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1422980&catg=4&source=AAFN\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2399975544.HKD","symbol_name":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) 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HK) Lenovo (00992. HK) Alibaba (09988. HK) to catch up","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80992":0.6,"89888":0.6,"89988":0.6,"09988":1,"LNVGY":0.6,"HBBD.SI":0.6,"BIDU":0.6,"00992":1,"09888":1},"content_text":"汇丰研究发表研报指，从美国AI板块上升中汲取经验，认为美股较中国股市更受基本面因素驱动，同时发现中国AI价值链相对于美国市场，目前仍存在较大的估值折让，而自2020年起中国AI应用类公司在收入增长上较美国同业优胜，根据市场普遍预期未来两年两者股本回报率差距将大幅缩小，表明下游应用类股份可能将是AI产业下一轮迎来重估的关键所在。考虑到估值折让及基本面的改善，该行重申对中国AI股份中长期发展持建设性看法，相信投资者目光向中下游股票轮动的趋势将持续，当中百度-SW(09888.HK) 、联想集团(00992.HK) 及阿里-W(09988.HK) 等AI下游表现或追落后，另外亦看好小米-W(01810.HK) 可受惠于AI科技发展，给予“买入”评级，目标价65.6元。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-06 16:25。)AASTOCKS新闻","kind":"news","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"}}}

《大行》汇丰研究对中国AI股中长期持建设性看法 料百度(09888.HK)联想(00992.HK)阿里(09988.HK)追落后

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《大行》汇丰研究对中国AI股中长期持建设性看法料百度(09888.HK)联想(00992.HK)阿里(09988.HK)追落后