智通财经APP获悉，科网股午后拉升，截至发稿，美团-W(03690)涨6.7%，报181.6港元；携程集团-S(09961)涨5.38%，报477.8港元；哔哩哔哩-W(09626)涨4.35%，报160.7港元；快手-W(01024)涨2.76%，报46.5港元。
方正证券发布传媒行业Q3业绩前瞻报告称，恒生科技利润端有望延续超预期趋势；港股重点公司产品步入收入确认期，腾讯和哔哩等公司游戏业务确定性复苏。Q3属于电商淡季，平台逐步退出“低价内卷”，重视差异化竞争并提升商业化水平，预计Q3电商平台的收入将符合预期，而利润有望超出预期。本地生活和OTA板块中，美团延续强化核心减亏损，国庆出行火热利好OTA平台，Q3业绩有超预期空间。
摩根士丹利发表报告指出，中国互联网估值仍合理。由于支持政策需时转化为消费者和企业信心，因此相信即使对于某些周期性领域，今年下半年至明年的盈利预测潜在的上行空间仍不明朗。对于2025年中国互联网的收入增长预测维持不变，该行预计内地电商商品成交总额(GMV)增长7%，广告收入增长8%，本地服务总交易额(GTV)升19%，在线旅行代理(OTA)收入升12%。
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