《大行報告》富瑞:內地科網股業績期臨近 復甦將是投資關鍵主題
富瑞發表報告表示,內地互聯網行業將公佈去年第四季度業績,預計市場關注行業前景和復甦趨勢。在接下來數月,該行預計市場焦點於內地政府支持措施、網遊審批、旅遊業在「五一」期間的需求,以及618網購活動。該行認爲復甦是內地互聯網行業關鍵主題,料技術性問題是暫時的。
該行表示,在內地互聯網行業所公佈財報季需注意以下事件,第一是首季度的業務趨勢屬重要因素,包括管理層對第二季度和全年的潛在復甦趨勢展望;第二是整體消費情緒,在內地偏遠城市滲透率的投資策略和趨勢;第三是內地點播行業的競爭和監管格局,在宏觀經濟逆風和疫情中的社區團購和外賣送餐所受影響。
第四是投資者將關注內地網絡遊戲行業前景和對審批和監管前景;第五是海外網絡遊戲業務策略;第六是今年第二季的廣告前景和不同領域的復甦勢頭。
第七是物流行業的價格趨勢及盈利增長前景;第八是線上招聘、旅遊、地產、汽車等行業監管環境;第九是金融科技行業最新動態法規、信用評分、貸款增長和總借款成本等;第十是雲業務收入展望;第十一是全年盈利增長展望;而第十二是監管趨勢; 最後是併購策略。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.