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《大行报告》瑞信:中资互联网股首选腾讯(00700.HK) 升目标价至735元
阿思达克 01-06 11:57
瑞信发表中资互联网股2021年展望报告,确定2021年的四个关键主题,第一是迎来新冠疫後的结构性机会、第二流量获取成本上升、第三是监管收紧迎经常性风险、第四是潜力切换至股价回落股份。

该行指,对中资互联网股2021年中资互联网股选股优先顺序,第一是腾讯(00700.HK)、第二是美团(03690.HK),其後依序为京东(JD.US)、拼多多(PDD.US)、百度(BIDU.US)、新东方(EDU.US)、欢聚时代(YY.US)、哔哩哔哩(BILI.US)及金山软件(03888.HK)。该行称,阿里巴巴(09988.HK)虽短期面临监管压力,但建议投资者可考虑其长线价值。

瑞信上调对腾讯目标价由683元升至735元,维持「跑赢大市」评级,维持对美团目标价400元,维持「跑赢大市」评级,而该行下调对阿里巴巴目标价,由364降至323元,维持「跑赢大市」评级。

该行表示,对内地互联网行业持有不同的看法,看好网游行业可续增长、社区团购。该行看看好线上游戏、食物速递及电子商务,但相对不看好包括广告、教育、线上旅游、线上娱乐等。

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