《大行報告》瑞信料內地互聯網行業第三季業績勝預期 看好電商及遭低估股份
瑞信發表報告表示,預料內地互聯網行業第三季盈利勝預期,主要是削減成本所帶動,但由於宏觀經濟持續疲軟延伸至第四季,該行業收入展望或受到影響。電商在雙11的表現至今仍是平淡無奇,內地廣告行業繼續減速。
該行表示,市場期望透過近期數據及對次季重開的希望,對股價帶來支持,未來關鍵事件將會是第三季表現及美國公眾公司會計監督委員會(PCAOB)審核結果;該行表示,看好電商公司,包括阿里巴巴(09988.HK)、拼多多(PDD.US)和美團(03690.HK)等,大機會受惠於明年宏觀經濟改善,以及看好遭市場低估股份,包括騰訊(00700.HK)、京東(09618.HK)和快手(01024.HK)等,料短線有強勁的表現。(ca/s)
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