腾讯音乐(TME.US)盘前涨3.16%，报12.72美元。摩根大通发研报指，撇除跨境电商业务外，预期美国关税战升级对中国互联网公司收入所带来的影响大多是间接的，即是出口疲软将导致消费疲软，进而打击广告需求，目前估计关税纷争对线上消费的影响甚微，预测可能少于0.5%。该行首选股依次为阿里巴巴、携程、腾讯音乐及腾讯。(格隆汇)

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