中金：AI对中国互联网行业影响逐步显现核心推荐腾讯控股(00700) 关注快手-W(01024)及网易-S(09999)

智通财经2025-04-17

智通财经APP获悉，中金发布研报称，今年以来，在AI浪潮激励下，国内互联网公司估值较2024年悲观模式有所修复，而叠加近期外部关税变化加剧，导致估值又有所回调。整体来看，该行认为国内互联网板块目前仍处于合理偏低区间，安全边际仍在。而面对外部不确定性，过去几年以基本面为锚或仍是确定性较高的投资方式。对于AI，国内互联网公司存量基本面和估值相对匹配背景下，AI潜力更像是一种期权价值。若后续AI应用...

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中金：AI对中国互联网行业影响逐步显现核心 推荐腾讯控股(00700) 关注快手-W(01024)及网易-S(09999)

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中金：AI对中国互联网行业影响逐步显现核心推荐腾讯控股(00700) 关注快手-W(01024)及网易-S(09999)