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大行評級|花旗:中資互聯網股首選騰訊 亦看好美團及攜程等

花旗發表報吿表示,內地互聯網股於今年第二季盈利增長速度高於收入增速,認為本季收入或遜預期,源於宏觀挑戰以及企業主動削減補貼以專注於具質素回報,這反過來又支持了更多企業實現更強勁的利潤成長。數間公司在第二季大幅加速回購,這有助於安撫投資者對管理層的承諾,並支撐對未來成長前景的信心。

該行指今年下半年中資互聯網股中,騰訊仍是該行首選,亦看好美團、攜程相關服務業務;該行亦看好滿幫增長潛力,並認騰訊音樂為最近的股價調整視為有吸引力的防禦性投資。

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