智通财经APP获悉，交银国际发布研报称，本月将重点关注社零数据并预测其首季增速约6%，及月底新东方(09901)及好未来的业绩。看好阿里巴巴-W(09988)及京东集团-SW(09618)，并将持续看好头部电商平台受政策拉动及促消费预期所带来的商品交易总额增长。同时，该行亦看好腾讯控股(00700)的业务稳定增长势头及AI+应用落地的潜力。另外，该行认为，可关注业绩表现仍有修复机会且目前估值水平较低的优秀公司如京东物流(02618)、爱奇艺及新东方。
交银国际表示，2024年大量互联网及教育行业公司的收入增速放缓，但仍保持业内领先优势，大部分利润增长来自降本增效及高利润收入增长而带来的业务结构变化。展望2025年，该行指，将关注竞争格局稳定下的变现提升潜力及出海进展。
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