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大行评级|摩根大通:科网股行业首选为拼多多、腾讯音乐、网易及百度

Big Bank Rating | J.P. Morgan Chase: Pinduoduo, Tencent Music, NetEase, and Baidu are the top choices in the Internet stock industry

Gelonghui Finance ·  Jan 17 15:09
Glonghui, January 17 | J.P. Morgan Chase released a report stating that the overall performance of mainland science and network stocks last year was affected by market downturn forecasts. Looking forward to this year, stock selection strategies driven by investment income will continue to provide good risk returns. This year's themes include increasing momentum for mainland cross-border e-commerce in the international market; generative AI to achieve monetization; continuing transformation of the mainland e-commerce market mix; and paying more attention to shareholders' return on investment. The bank believes that Pinduoduo, Baidu, Kuaishou, NetEase, and Tencent will benefit from these trends. Pinduoduo, Tencent Music, NetEase, and Baidu are preferred by the industry this year.

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