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《大行報告》花旗:互聯網股首選騰訊、阿里、京東及金山軟件 但料巨頭面臨監管挑戰升
阿思達克 12-14 14:31
花旗發表報告表示,受到疫情社交距離措施影響,大部分互聯網股從中受惠,其中內地互聯網股股價本年至今累升29.5%,跑贏恆指表現,相信在千禧一代的購買力不斷提高,二線城市的消費者和傳統行業的數碼化推動了雲計算和技術服務的變現能力。

該行補充,預期明年行業的增長力主要包括,5G和年輕千禧一代在娛樂內容和數字服務上的消費意願;城市化和低端城市的現代化,推動了更快的日常生活方式服務的消費者數碼化;「十四五」計劃中的工業和數字化促進雲遷移等,惟該行料互聯網龍頭企業面臨的監管挑戰上升、地緣政治緊張令該等企業海外擴張步伐有所放慢。該行首選騰訊(00700.HK)、阿里巴巴(09988.HK)、京東(09618.HK)及金山軟件(03888.HK)。

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