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《大行報告》摩通:藉次季股價疲弱介入中國互聯網股 行業首選美團(03690.HK)
摩根大通發表報告,預計互聯網行業今年的盈利預測將受疫情影響被進一步削減。目前市場對騰訊(00700.HK)今明兩年盈利預測已經分別下調6%和5%,而騰訊業績後股價已下跌5%。至於市場對京東(09618.HK)今明兩年盈利預測就下調6%,而京東業績後股價下跌1%。 摩通預計,今輪內地疫情將在次季度對大多數互聯網公司產生較明顯的財務影響,但隨著上海重新開放,互聯網行業基本面和財務狀況將從6月開始改善。 摩通認為,投資者應為次季互聯網公司的疲弱財務前景做好心理準備,並藉股價疲弱時收集股票。其行業偏好順序是美團(03690.HK)、網易(09999.HK)、騰訊(00700.HK)、快手(01024.HK)、阿里巴巴(09988.HK)和拼多多(PDD.US)。
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