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《大行報告》瑞銀料內地對互聯網業監管或持續至今年底 料未觸底 重申對科網股「減持」看法
瑞銀證券發表報告,內地對互聯網行業的反壟斷及房地產政策的進一步收緊,令市場近期情緒轉趨負面,該行與全球投資者進行溝通後表示擔心監管不確定性,擔心中概股通過可變利益實體(VIE)結構海外上市所帶來的監管風險。 該行估計內地對互聯網監管政策收緊仍在進行之中,指內地各部門發布了一系列監管指引和通知,逐步加強對該行業的監管,對於互聯網行業,中國市場監管總局亦加大了對社區團購的管控力度。 瑞銀料內地今輪對互聯網監管可能至少持續到2021年年底,從技術配置而言,估計尚未觸底,該行建議對內地互聯網行業的「減持」看法。
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