大和发研报指,在中美贸易紧张局势缓和以及对DeepSeek的进展感到乐观的支持下,投资者对中国互联网的情绪较去年改善。尽管全球投资者对中国的投资仍保持审慎态度,但新兴市场投资者似乎已准备就绪,部分投资者正积极评估增加配置的机会。腾讯(00700)、冬海(SE)、阿里(09988)和拼多多(PDD)是当中被讨论最多的公司。该行表示,冬海出人意料地成为全球投资者的热门话题,原因是虾皮购物(Shopee...
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