华鑫证券：港股互联网板块回暖积极关注腾讯、B站等股_老虎社区_美港股上老虎

华鑫证券：港股互联网板块回暖积极关注腾讯、B站等股

华鑫证券05-05

2024年4月港股互联网板块热度起，5月迎开门红，从行业头部代表企业到垂类小而美的企业均呈现回暖态势，β与α因子皆有。β角度看，发展AI成为新质生产力共识，移动互联网时期企业均在积极投入，AI应用获头部大厂持续加码，同时，中小企业也在积极借力AI求市值的阶级跃升，以AI为矛，激活大企业与中小企业发展新动能。α角度看，大型港股互联网企业在历经“反垄断”政策、疫情压力测试、移动互联网红利见顶后的新转变...

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