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《大行报告》大和:中资互联网首选腾讯、京东、阿里及美团
阿思达克 12-09 14:31
大和发表研究报告,指出该行在本月1日至10日在中国及东盟主要行业机构举办一系列专家会议及公司演讲,讨论电子商务及消费者的最新趋势、疫情期间消费者行为转变。当中发现,东南亚的网站成交金额增长势头强劲,以及内地家长及学生在线上教育意识提高。另外,实时串流为客户带来更佳的购物体验,以及消费者转移至国内旅行需求。

该行重申对内地互联网行业的正面看法,建议投资者关注与用户行为转变有关的行业,例如电商及游戏股,首选腾讯(00700.HK)、京东(09618.HK)、阿里巴巴(09988.HK)及美团(03690.HK)。

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