金吾财讯 | 携程网(TCOM)盘前涨超2%，截至发稿，报68.5美元。消息面上，大和曾发报告指，在2月3日至12日美国和加拿大市场活动中会见60多位投资者。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。大和对中国互联网板块维持正面看法，首选为腾讯、携程、美团、拼多多、冬海。
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