《大行報告》傑富瑞:科網股回調後提供切入點 重申電商首選阿裏巴巴及京東等
傑富瑞發表中國互聯網行報告,指內地科網股昨日股價呈回調,料不應影響互聯網參與者的業務戰略,並認爲股價回調提供了一個切入點,以捕捉長期的行業前景。
該行重申對內地科網股前景和2022年首選股的樂觀看法。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)。
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