《大行报告》花旗:互联网股首选腾讯、阿里、京东及金山软件 但料巨头面临监管挑战升
花旗发表报告表示,受到疫情社交距离措施影响,大部分互联网股从中受惠,其中内地互联网股股价本年至今累升29.5%,跑赢恒指表现,相信在千禧一代的购买力不断提高,二线城市的消费者和传统行业的数码化推动了云计算和技术服务的变现能力。
该行补充,预期明年行业的增长力主要包括,5G和年轻千禧一代在娱乐内容和数字服务上的消费意愿;城市化和低端城市的现代化,推动了更快的日常生活方式服务的消费者数码化;「十四五」计划中的工业和数字化促进云迁移等,惟该行料互联网龙头企业面临的监管挑战上升、地缘政治紧张令该等企业海外扩张步伐有所放慢。该行首选腾讯(00700.HK)、阿里巴巴(09988.HK)、京东(09618.HK)及金山软件(03888.HK)。
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