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《大行報告》里昂:相信新經濟股受惠內地優化防疫措施 料隨著中國經濟復甦而有重大反彈
里昂發表報告指,內地調整疫情防控政策,推出20項措施包括將隔離日數由「7+3」縮短至「5+3」、停止追蹤次密切接觸者,及取消國際航班熔斷機制等。 里昂表示,新措施料有助避免嚴格的封城,並鼓勵人員流動及消費。由於估值低迷,該行認為中資互聯網股將是受惠內地優化防疫措施的最佳股份選項。加上大幅削減成本及行業收益見底,預計有關股份將隨著中國經濟復甦而大幅反彈。 里昂認為,美團-W(03690.HK)、攜程-S(09961.HK)及同程旅行(00780.HK)是直接與重新開放有關的股份,而騰訊(00700.HK)、京東-SW(09618.HK)及阿里-SW(09988.HK)則是消費復甦的主要受惠者。
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