《大行報告》大摩:投資者對中資互聯網股仍審慎 焦點集中阿里-SW(09988.HK)
摩根士丹利發表研究報告指,雖然市場對中國科技行業仍有興趣,但在地緣政治風險影響下投資者取態維持審慎,市場焦點主要集中在阿里巴巴(09988.HK)(BABA.US),其次為騰訊(00700.HK)及美團(03690.HK),其他值得關注的股份包括百度(09888.HK)(BIDU.US)、京東(09618.HK)、拼多多(PDD.US)、攜程(09961.HK)(TCOM.US)和看準(BZ.US)。
大摩表示,曾交流的大多數投資者都普遍認同將阿里視為中國互聯網行業首選,該行預期未來6至12個月公司將迎來社會重新開放後經營改善、監管環境寬鬆、業務重組及估值便宜等利好因素。
報告又指,投資者對騰訊及美團看法正面,其中歐洲投資者普遍看好騰訊盈利能見度較高;美團投資情緒亦顯著改善,大多數投資者都認為來自抖音的競爭憂慮已經很大程度被消化。
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