《大行報告》瑞銀料電商股受惠經濟及地緣政治關係改善 看好拼多多、阿里及京東等
瑞銀發表中國互聯網行業報告表示,近期看到內地當局出台放寬防疫限制措施、同時出台支持支持房地產行業的政策,相信均有助提振消費者、商家和廣告商等方面的信心,料線上旅遊平台(OTA(Online Travel Agent))及電商可直接受惠,而該行認為內地電商股可受惠宏觀環境改善及地緣政治關係改善。
該行表示,內地電子商務企業仍然是該行最看好的中國互聯網行業子行業,因直接受到消費、宏觀環境改善的影響。該行看好拼多多(PDD.US),因為其較同業增長更快、估值更低,而阿里巴巴-SW(09988.HK)估值亦低、盈利能力改善和收入增長加快。該行亦喜歡京東-SW(09618.HK)、快手-W(01024.HK)和美團-W(03690.HK)。
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.