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互聯網行業投資策略:憑誰問,廉頗老矣
本文來自格隆匯專欄:浙商互聯網謝晨,作者:謝晨
報吿要點
互聯網板塊長期向好,已是最佳窗口期。國內監管是壓制互聯網公司前期估值的核心因素,我們判斷拐點已至。互聯網行業將重新走向創新和成長
中概退市依然是中期波動率的核心來源。中概退市是中美博弈的一部分,過程必然是曲折的,但長期而言,和解符合雙方利益
基本面或在Q2觸底。隨着經濟和疫情的恢復,整體業績將出現提升。遊戲行業可以期待出海業務帶來增量,電商行業可以看到競爭格局趨緩
投資標的
美團-W(3690.HK)
騰訊控股(0700.HK)
三七互娛(002555.SZ)
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