瑞银：中国互联网行业-市场反馈及主要争议点

1. Foreign investors turning more +ve: On the back of i) positive government stance demonstrated by the recent meeting between President Xi and the tech entrepreneurs. His supportive statement to private enterprises also provides assurance, ii) GenAI adding structural growth angle to China internet space. It is interesting to note that among our meeting with 60+ investors, only 1-2 asked about the recent macro trend while the rest mainly focused on the long term AI potential. Investors see this rally more s ...