摩根大通看好中國互聯網,恆生科技基金ETF、中概互聯ETF漲幅近4%
格隆匯5月17日丨受疫情緩和利好,今日中概板塊大幅高開,截至10時,港股阿里巴巴上漲4.67%,騰訊控股上漲3.54%,恆生科技基金ETF(513380)上漲3.86%,中概互聯ETF(159605)上漲4.00%,近1週日均成交超8億元,受市場追捧。5月16日,摩根大通集體上調多家互聯網公司評級,對騰訊控股評級上調至超配,目標價由265港元上調至470港元;港股阿里巴巴目標價由75港元上調至130港元。摩根大通在研報中表示,中國互聯網行業正在擺脱各種不確定性上升的局面,將受到短期及長期基本面因素的驅動,因此公司股價或將超預期上漲。
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