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為何阿里、騰訊、美團等科技龍頭股近期能一漲再漲?
格隆匯 12-18 10:53
格隆匯12月18日丨阿里、騰訊、美團等科技龍頭股近期迎來持續上漲走勢。
11月底上市的阿里(9988.HK)昨日盤中再創上市新高205.8港元,較上市發行價176港元已上漲17%,市值一度超Facebook成全球第六大市值公司。

騰訊自12月初以來啟動上漲行情至今已累漲約14%,股價創了7個月新高。

美團點評(3690.HK)今年以來更是走出了一波大牛行情,年內已累漲近140%。 

為何阿里、騰訊、美團等科技龍頭股近期能迎來如此強勁走勢?
市場資深人士向格隆匯指出,在經濟整體下行的大背景下,市場資金更容易在優質科技股中形成積聚抱團效應,而且從估值來看,騰訊(non-GAPP)PE 36倍,阿里31倍並不貴。
另外,年終基金有做淨值的需要,而以上公司多數都是相關基金的重倉股,這或許也是近期科技龍頭股持續上漲的原因。
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