Latest Search
Quote
| Back Zoom + Zoom - | ||||
|
<Research>M Stanley Expects Brighter 2026 Outlook for CN Dotcoms; Sector Top Pick TENCENT (00700.HK)
Recommend 42 Positive 65 Negative 20 |
||||
|
||||
|
Morgan Stanley released its research report believing that the development path of AI in China will be brighter in 2026 following last year's DeepSeek moment, driven by both supply and demand. Besides AI, the overseas expansion of domestic internet companies has also become a crucial factor in addressing macroeconomic, competitive, regulatory and geopolitical risks. The broker's Overweight-rated stocks in the industry include TENCENT (00700.HK), Alibaba Group Holding (BABA.US), PDD Holdings (PDD.US) and Tencent Music Entertainment Group (TME.US), with TENCENT being its sector top pick. Morgan Stanley rated JD.com (JD.US), Bilibili (BILI.US), KUAISHOU-W (01024.HK) and Baidu (BIDU.US) at Underweight or Equalweight. AASTOCKS Financial News Website: www.aastocks.com |
||||
Copied to Clipboard
 |
||||
