星展香港看好内地游戏电商旅游行业 予阿里、腾讯、百度、京东、美团、同程艺龙「买入」评级
星展银行香港及内地电讯及科技行业分析师谭紫宏表示,今年内地互联网行业中较看好游戏及电商业务发展,预期全年将分别增长44%及31%。另外内地旅游业复苏,料逐步自低位反弹,估计2021年增幅达45%。
星展香港对腾讯(00700.HK)、百度(09888.HK)(BIDU.US)、阿里(09988.HK)(BABA.US)、京东(09618.HK)(JD.US)、美团(03690.HK)及同程艺龙(00780.HK)给予中长期「买入」评级。他指出,拼多多(PDD.US)现价水平较贵,认为估值已合理反映,但相信仍可受惠於行业增长。
另外,中国游戏出海趋势持续,他表示亦看好电竞设备等相关行业的发展。
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