《大行》大和:中国互联网行业首选推荐阿里、腾讯、携程及拼多多等

阿斯达克财经
Apr 25, 2025

大和发表中国互联网行业报告表示,中概互联网指数ETF(KWEB.US)  和恒生科技指数在过去一个月分别下跌10%和10.5%,受到地缘政治风险不确定性的影响。该行认为美中关系已达“对抗高峰”,未来可能回归建设性发展。该行在中国互联网行业首选推荐为阿里巴巴(BABA.US)  、携程(TCOM.US)  、腾讯(00700.HK) 、拼多多(PDD.US)  和冬海集团(SE.US)  ;而该行亦...

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