《大行報告》瑞信建議逐步收集騰訊(00700.HK)、美團(03690.HK)及嗶哩嗶哩(09626.HK)等
瑞信發表報告表示,對於近期科技股股價的回調,相信是反映市場對相關公司今年度盈利之保守預期,該行更料於2022年盈利有進一步下跌的風險,故認爲市場對於內地五大科網股,即騰訊(00700.HK)、阿裏巴巴(09988.HK)、美團(03690.HK)、京東(09618.HK)及拼多多(PDD.US),明年收益平均增23%及盈利增36%的預期屬過於樂觀。
該行認爲內地政府希望互聯網巨頭在全球保持競爭力並有序發展,但目的不是遏制該行業的發展,相信最近的行動旨在建立促進競爭的規則環境,使人民的利益和國家安全保持一致。
瑞信認爲,雖然難以估計內地政府的下一步監管行動,但基於部分內地科網股股價已累跌不少,建議逐步收集的名單爲騰訊、美團及嗶哩嗶哩(09626.HK)及拼多多。
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