快手(1024.HK)新年3連漲 機構看好科網股估值修復空間
格隆匯1月10日丨港股科網股集體走強,恆生科技指數漲超2%,其中,快手(1024.HK)一度大漲超12%報79.35港元,為連續第三日上漲,且目前為恆生科技指數貢獻最大的個股,貢獻近40點。個股消息面上,快手12月底宣佈與美團達成戰略合作,用户今後可直接點擊短視頻中的美團小程序下單,發佈內容的創作者也會獲得收益。雙方合作將在2022年元旦、春節消費旺季進入落地試運行階段。行業方面,對於港股科網股的看法,近期多家機構頻發研報稱,看好港股科網股未來的估值修復空間。其中,光大證券表示,在穩增長政策的背景下,港股市場的風險偏好有望得到改善,從而開啟港股“春季躁動”節奏,其中,快手被選為其1月港股金股。富瑞日前也稱,科網股回調後提供切入點,重申對科網股前景和2022年首選股的樂觀看法。中信證券此前預計港股在科網股和大金融的走強帶動下迎來20%的年度級別估值修復。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.