金吾财讯 | 科网股集体走强，截至发稿，快手(01024)涨8.58%，京东健康(06618)涨6.67%，小米集团(01810)涨4.54%，哔哩哔哩(09626)涨3.37%，阿里巴巴(09988)涨2.54%。消息面上，摩根大通发研报指，本轮板块反弹会较去年4月和9月前两次行业反弹更具可持续性，主要受到中国AI发展的推动，预期随着生成式AI应用不断增加，互联网企业未来几个季度的云端业务收入增长将加快，为股价带来支持。中信证券认为，中国科技资产重估仍处于早期。未来，每一次大的技术突破和应用落地，都有机会带来系统性的估值提升。但同时，PC、移动互联网浪潮的经验告诉我们，即便是在科技大周期内，也会有曲折和反复；美股AI资产重估经验亦表明，估值持续提升需要有业绩逐季兑现作为验证。
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