Jingu Finance News: Guoyuan International stated that against the backdrop of global economic recovery and declining financing costs, looking ahead to the fourth quarter, the global economic growth rate will remain stable, including interest rate cuts in the United States and Europe, uncertainties such as a soft landing of the US economy and the presidential election. As China's economy is driven by growth targets and policies, the short-term market will enter a state of upward volatility. However, the internet and entertainment sectors with high performance and market resilience still have potential opportunities. With investors' continued positive expectations for the policies of China's Ministry of Finance, market confidence in the medium to long term is expected to be maintained. The bank believes that the current investment targets in the internet sector should still focus on game globalization, AI scenario implementation, and the revival of demand for cloud computing services. It is recommended to pay attention to stocks such as China Lit (00772), Newborntown (09911), Tencent (00700), Kingdee Int'l (00268). For US stocks, it is recommended to focus on consumer recovery-related symbols, including Booking Holdings (BKNG.US), Spotify (SPOT.US), and Amazon (AMZN.US).
【券商聚焦】国元国际：短期震荡无需担忧 互联网技术仍在进步
[Brokerage Focus] Guoyuan International: No need to worry about short-term fluctuations, internet technology is still advancing.
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