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《大行报告》大和:对内地互联网股前景正面 看好阿里、腾讯及美团点评
阿思达克 04-28 09:59
大和发表研究报告,指近期与超过60名投资者讨论中国互联网行业,虽然受疫情影响,但中国的互联网行业却普遍地展现韧性,而投资者最有兴趣是应该如何从首季业绩中选股和今年余下时间趋势。

该行指,投资者探讨疫情如何重塑消费者行为,并同意网上购物,包括杂货和网上教育的比例开始增加,投资者亦有兴趣在云端主题相关的项目,而一些人认为,该行业的估值目前要求过高。

随着业绩期即将展开,投资者对首季能够带来惊喜的行业分类感兴趣,很多投资者相信,网上游戏和娱乐相关股份如腾讯(00700.HK)和网易都可受惠首季的封城措施。而电商方面,亦会有胜预期的表现,预期第二季主要电商增长亦会再加速。

对於网上旅游或广告方面,该行认为目前仍然过早捞底,因不确定性仍然存在。重申对行业正面看法,看好阿里(09988.HK)、京东、唯品会,受惠网上消费增加,同时看好腾讯的游戏渠道,美团(03690.HK)亦会在上半年有好表现,并成为其股价的催化剂。

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