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《大行報告》摩通一舉上調騰訊、阿里及美團至「增持」評級 普遍升科網股目標價
摩根大通曾於3月15日發表報告,當時下調了28隻美國及香港上市中概股評級及建議未來6至12個月規避內地科網股後,該行今日最新發表中國互聯網行業報告表示,指該行第二階段早於預測發生,在重新審視短期和長期基本面前景,決定調整多隻中資互聯網股份的最新投資評級及目標價。 該行預計數字娛樂、本地服務和電子商務等行業將成為第一批跑贏大市的板塊,料旅遊和廣告等後期垂直行業應落後於本地服務和電子商務等行業1至2個季度。該行在行業的喜愛排序是首先是美團(03690.HK)、第二是網易(09999.HK)、第三是騰訊(00700.HK)、第四是快手(01024.HK)、其後分別是阿里巴巴(09988.HK)和拼多多(PDD.US)。 摩通表示,一舉上調對阿里巴巴(09988.HK)評級由「減持」升至「增持」,目標價由75港元升至130港元;該行一鼱對美團(03690.HK)評級由「減持」升至「增持」,目標價由105港元升至220港元;該行亦將網易(09999.HK)評級由「減持」升至「增持」,目標價由93港元升至185港元;該行亦一舉上調對騰訊(00700.HK)評級由「減持」升至「增持」,目標價由港元265升至470港元。
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