《大行報告》摩通降28隻美國及香港上市中概股評級 建議未來6至12個月規避內地科網股
摩根大通發表報告指,由於風險管理成為全球投資者在中國互聯網投資策略中最重要的考慮因素,相關股份股價反映投資者對中國地緣政治及監管風險的憂慮增加。
該行認為,中國互聯網股在未來6至12個月缺乏吸引力,股價前景無法預測,需取決於市場對中國地緣政治風險、宏觀復甦及互聯網監管風險等的看法。
由於短期內缺乏估值支持,摩通預期整個行業的拋售或會持續,將28隻覆蓋研究的美國及香港上市相關股份評級下調至「中性」或「減持」,建議未來6至12個月規避中國科網股。覆蓋範圍內,僅快手(01024.HK)仍獲得該行「增持」評級。詳情見另表。
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