星展香港看好內地遊戲電商旅遊行業 予阿里、騰訊、百度、京東、美團、同程藝龍「買入」評級
星展銀行香港及內地電訊及科技行業分析師譚紫宏表示,今年內地互聯網行業中較看好遊戲及電商業務發展,預期全年將分別增長44%及31%。另外內地旅遊業復甦,料逐步自低位反彈,估計2021年增幅達45%。
星展香港對騰訊(00700.HK)、百度(09888.HK)(BIDU.US)、阿里(09988.HK)(BABA.US)、京東(09618.HK)(JD.US)、美團(03690.HK)及同程藝龍(00780.HK)給予中長期「買入」評級。他指出,拼多多(PDD.US)現價水平較貴,認為估值已合理反映,但相信仍可受惠於行業增長。
另外,中國遊戲出海趨勢持續,他表示亦看好電競設備等相關行業的發展。
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