大和:中國互聯網公司估值具吸引力,推薦騰訊、阿里等股
大和總研發表研究報吿指,該行覆蓋的中國互聯網公司在過去2個月再下跌10-30%,市場對該板塊變得負面,主要由於監管收緊及存在不確定性、對通脹的恐懼造成新舊經濟板塊輪換。該行重申對行業的正面看法,推薦阿里巴巴(9988.HK)、騰訊(0700.HK)、百度(9888.HK)及拼多多。
大和指,很難估計現時的股價調整何時到底,不過認為不能忽略現時許多互聯網企業具吸引力的估值,例如阿里及騰訊吸引買入,而部份超賣的股票如京東(9618.HK)、拼多多、美團(3690.HK)、嗶哩嗶哩(9626.HK)、百度及萬國數據(9698.HK)則有較少的估值支持角度,認為將在宏觀情緒回升時準備反彈,因為公司的基本面穩健、增長強勁。
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