《大行報告》傑富瑞料內地科網股明年迎曙光 電商首選阿裏及美團等 網遊薦騰訊等
傑富瑞發表中國互聯網明年展望報告表示,重申對內地互聯網行業前景正面,指行業關鍵問題正在得到解決,指行業在今年上半年疲軟屬預期之內,料未來幾個月行業趨勢與市場預期之間的差距繼續縮窄,該行估計內地科網股表現將呈上升趨勢。
該行預計內地2022年在線購物、遊戲和廣告的按年增長將少於10%。但是,該行認爲最壞的情況已被消化,並預計市場將關注復甦主題。
傑富瑞指在內地電商領域中首選包括阿裏巴巴(09988.HK)、京東(09618.HK)、美團(03690.HK)及達達(DADA.US);在內地娛樂領域中首選包括騰訊(00700.HK)、網易(09999.HK)、快手(01024.HK)、嗶哩嗶哩(09626.HK)。
該行指內地今年娛樂行業落實整改措施,行業預期內地明年手遊收入增長可能與2021年持平,將取決於大型遊戲發行情況,並指海外新遊戲的成功是潛在的股價催化劑。(wl/s)
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