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传蚂蚁集团要求券商科技分析员覆盖 意味聚焦科技多於金融服务
阿思达克 09-16 17:23
据《彭博通讯社》引述消息人士指,蚂蚁集团最少向7家券商表示,要求其科技分析员覆盖针对蚂蚁的研究报告,据悉要求是由蚂蚁的投资者关系部门口头向券商提出,涉及5家内地及2家国际券商。蚂蚁集团计划在香港及上海筹约300亿美元,而公司估值达2,250亿美元。

多名曾与蚂蚁投资者关系联系的分析员解读相关要求,认为公司希望强调聚焦於技术提供商,而非金融服务公司。

蚂蚁集团的业务介乎金融及科技之间,因为其服务包括消费者借贷、数码支付及保险等,但近年公司不断强调科技层面,并计划透过向金融机构及本地商户提供服务而盈利,而公司最近亦将名称由蚂蚁金服改为蚂蚁集团。在估值层面来看,中资科技股的市盈率较金融股高约3倍。(el/u) ~

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