东吴证券：互联网公司在营收端恢复的背景下 降本增效将为利润释放带来更大弹性

Zhitong
2023.03.06 23:32
东吴证券最新研报表示，多家互联网公司发布 2022 年业绩，降本增效效果显著。而大部分互联网公司的主业集中在消费与广告等行业，其本质上与宏观经济高度相关，国内经济的复苏将带动互联网公司 2023 年营收端的快速上行，各项降本增效的优化措施为互联网公司利润端贡献更高的利润弹性。我们继续看好恒生科技指数，并推荐腾讯、美团、阿里巴巴、百度、网易、快手等互联网标的。
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