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【券商聚焦】招银国际：增量实质性促消费政策的出台或仍是互联网板块估值结构性提升的关键驱动因素

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href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2024-12-13 12:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 招银国际发布互联网行业2025年展望，增量实质性促消费政策的出台或仍是板块估值结构性提升的关键驱动因素，而在此之前板块或维持震荡，股东回报水平、盈利增速及确定性或为估值的关键支撑。该行建议关注三条主线：1）成熟业务的护城河及新发展空间，或有望驱动业绩及估值的双升：如受益新游发布的游戏板块、核心业务仍有进一步线上渗透空间的本地生活、AI 技术赋能下广告效果提升及 GPU 云业务带来新增量的广告和云、变现率有提升空间且有望受益于增量促消费政策的电商；建议关注<a href=\"https://laohu8.com/S/00700\">腾讯</a>(00700)、<a href=\"https://laohu8.com/S/NTES\">网易</a>(09999)、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(09988)、美团(03690)；2）盈利快速增长已较为充分被预期、但估值或有望进一步修复带来投资机会的板块：如 OTA、短视频、教育，建议关注携程(09961)、快手(01024)、<a href=\"https://laohu8.com/S/EDU\">新东方</a>(09901)；3）出海有望在中长期带来盈利和估值增量的板块，如电商、OTA。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20241108/YzgwMTczMTA1NDUyODEwNQ==.jpg","relate_stocks":{"80700":"腾讯控股-R","81024":"快手-WR","89988":"阿里巴巴-WR","159792":"互联网","160636":"互联网","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","IE0032834883.USD":"FSSA ASIAN EQUITY PLUS \"I\" (USD) INC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","HBBD.SI":"Alibaba HK SDR 5to1","LU0048580855.USD":"富达大中华区A","BK1589":"北水核心资产","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","09988":"阿里巴巴-W","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA 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