《大行報告》高盛調整阿里-SW(09988.HK)、京東-SW(09618.HK)、騰訊(00700.HK)及拼多多(PDD.US)目標價 評級「買入」
高盛發表研究報告,預料在料內地互聯網市場日益「零和」(勝者全取)下,今年將會以alpha爲主導的一年,基於整體潛在市場(TAM)漸成熟、短視頻或私人參與者等份額持續增長。該行料內地互聯網市場今年主題包括短視頻商戶持續擴大在多功能購物、本地服務業務等的市佔、提高提成率的潛力、本地監管正常化、及面向全球、日益關注股東回報來推動股價表現。
該行調整部分科網股目標價,將騰訊(00700.HK)目標價由435元下調至426元,拼多多(PDD.US)則由176美元上調至195美元,阿里-SW(09988.HK)目標價由131元下調至118元,京東-SW(09618.HK)目標價由205元下調至193元,並給予各股「買入」投資評級。
在板塊中,該行對拼多多及快手-W(01024.HK)續列「確信買入」名單內,並重申對騰訊、新東方-S(09901.HK)、網易-S(09999.HK)、小米-W(01810.HK)、好未來(TAL.US)及滿幫(YMM.US)的「買入」評級。
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