大和:中国互联网公司估值具吸引力,推荐腾讯、阿里等股
大和总研发表研究报告指,该行覆盖的中国互联网公司在过去2个月再下跌10-30%,市场对该板块变得负面,主要由于监管收紧及存在不确定性、对通胀的恐惧造成新旧经济板块轮换。该行重申对行业的正面看法,推荐阿里巴巴(9988.HK)、腾讯(0700.HK)、百度(9888.HK)及拼多多。
大和指,很难估计现时的股价调整何时到底,不过认为不能忽略现时许多互联网企业具吸引力的估值,例如阿里及腾讯吸引买入,而部份超卖的股票如京东(9618.HK)、拼多多、美团(3690.HK)、哔哩哔哩(9626.HK)、百度及万国数据(9698.HK)则有较少的估值支持角度,认为将在宏观情绪回升时准备反弹,因为公司的基本面稳健、增长强劲。
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