Macquarie Securities' research team has clearly pointed out that among China's many internet industries, local services, e-commerce, and the tourism sector are showing potential to provide "significant value discounts," making them sectors that investors should focus on under current circumstances.
In this adjustment, Macquarie Securities has specifically selected JD.com (JD) and DiDi Global (DIDIY) as their preferred picks in their US stock portfolio, maintaining a positive "outperform" rating for both companies. This decision reflects Macquarie's confidence in the continuous growth and innovation capabilities of these two companies in their respective fields.
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