中信证券：2025年美股互联网板块业绩景气周期有望延续

美港电讯12-11

【中信证券：2025年美股互联网板块业绩景气周期有望延续】金十数据12月11日讯，中信证券研报表示，展望2025年，宏观韧性延续，叠加GenAI技术持续导入，美股互联网板块业绩景气周期有望延续，并体现在在线广告、电商、流媒体、本地生活、金融科技等板块。但是，特朗普政府加征关税&行业监管政策、通胀数据、AI技术进展等料将为持续扰动变量，需保持紧密关注。个股层面，一线互联网巨头仍将是基础性配置，同时...

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