金吾财讯 | 热门中概股盘前普遍走低,中通快递(ZTO)跌4.37%,京东(JD)跌4.19%,小鹏汽车(XPEV)跌4.08%,蔚来(NIO)跌3.68%,阿里巴巴(BABA)跌3.36%。
中信证券认为美股互联网公司估值已回落至2023年初水平,AI技术赋能和盈利质量提升带来中期增长动力,建议未来6-12个月布局。高盛亦建议分散投资至美国以外资产,看好中国科技资产重估。
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