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大和:重申中國互聯網行業正面評級,偏好騰訊網易等股

格隆匯5月16日丨大和發研報指,投資者擔心新冠疫情對中國互聯網行業盈利能力的潛在影響,並關注即將到來的政策事件,另外比起規模擴張,市場現時更重視盈利能力。該行重申對該行業的正面評級,偏好騰訊(0700.HK)、網易(9999.HK)及美團(3690.HK),電商方面則偏好京東(9618.HK)。該行指,該行業的主要股價驅動因素更多地在於政策方面,而不是公司基本面,如果政策環境有所改善,可能會看到關鍵風險因素得到解決,這將導致該行業出現短期反彈,不過很難預測確切的時間。

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