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阿裏巴巴午後漲幅擴大至10%
uSMART盈立智投 12-07 13:14

阿裏巴巴(09988.HK)午後漲幅擴大至10%,報124港元,結束此前的5連跌。 

花旗稱中國互聯網公司ADR跌勢“過頭”。滴滴從美國退市的計劃目前看來只是一起“孤立個案”。市場對中資企業ADR立即退市的擔憂“過頭了”其他ADR退出美國市場的風險可能要到2025年纔會成爲現實,即從2022年年報開始,連續三年未能遵守信息披露規定之後。該行分析師Alicia Yap補充說:“我們視拋售爲買入那些已經在香港第二上市的大型ADR的機會。”

天風證券表示,監管措施的推進情況仍是互聯網板塊的核心矛盾,考慮前期政策的悲觀預期和歷史估值下限,不必悲觀,而是觀察邊際變化,催化劑可能來自政策靴子落地。

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