Hot News

外賣戰拖累 科企恐少賺一成 資金轉投數字娛樂 回流視乎業績指引 @ 2025-08-11T Back Hot News
Keyword:高盛 大行
Concept:高盛對內地科技股投資評級及目標價
高盛發表研究報告,預測中國科技企業第二季AI及雲業務增長將加快,受到電商競爭及即時零售補貼戰的拖累,電商交易平台利潤預料將大幅下滑,而游戲及出行業務仍將表現強勁。該行預期外賣補貼戰將在截至9月底止季度達到頂峰。高盛預期科投股次季整體盈利將下跌10%,是自2022年第二季以來首度錄得按年跌幅。
內地大型科企季績本周揭幕,外賣大戰勢成為今個季績焦點。外賣平台「燒錢」爭奪市場定必拖累企業盈利,高盛預期,上季整體中國互聯網企業盈利錄得3年來首次按年倒退,料下挫一成。分析指出,外賣市場競爭白熱化驅使不少投資者轉投數字娛樂股,這些資金會否回流至消費互聯網股,很視乎管理層對於外賣投資和盈利前景的指引。
《大行》高盛按盈利重評領先指標(ERLI)列出港股及中概股買入名單(表)

Mobile | Full
Forum rule | About Us | Contact Info | Terms & Conditions | Privacy Statment | Disclaimer | Site Map
Copyright (C) 2025 Suntek Computer Systems Limited. All rights reserved
Disclaimer : In the preparation of this website, 88iv endeavours to offer the most current, correct and clearly expressed information to the public. Nevertheless, inadvertent errors in information and in software may occur. In particular but without limiting anything here, 88iv disclaims any responsibility and accepts no liability (whether in tort, contract or otherwise) for any direct or indirect loss or damage arising from any inaccuracies, omissions or typographical errors that may be contained in this website. 88iv also does not warrant the accuracy, completeness, timeliness or fitness for purpose of the information contained in this website.