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大行评级|花旗:美国科网股首选Meta及亚马逊等 中资看好腾讯、拼多多及携程

Big Bank Ratings|Citibank: Chinese investors such as Meta and Amazon are optimistic about Tencent, Pinduoduo, and Ctrip

Gelonghui Finance ·  Jan 11 16:21
GLONGHUI, January 11 | Citibank released the Global Technology Network Report, indicating that global Technet stocks rose 15.2% last year. Among them, US and Indian Technet stocks rose 43%, Japan and European Technet stocks rose 12.7% and 6.4% last year, while China and South Korea Technet stocks rose 4.8% and fell 4.6%. The bank said that even though technological advancements brought about by the generation of artificial intelligence will support the investment situation in technet stocks, macroeconomic headwinds, interest rates, inflation, competition and regulation may put pressure on the growth of the industry and enterprises. Effective cost optimization efforts and rational spending to drive continuous profit margin improvement will support the sustainable profit growth of major technology network companies. The US, Europe, and China and India Technet stocks are showing relevant trends. In terms of preferred stocks, the bank favors Meta, Amazon, and Uber among major US tech stocks; US midsize stocks prefer Wix, Wayfair, and GoDaddy; US game and streaming concept stocks prefer Disney, AppLovin, and Unity; and US education technology stocks prefer Udemy and Stride. Preferred stocks for China Tech Network stocks include Tencent, Pinduoduo, and Ctrip.

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