《大行報告》大和:重申對中資互聯網股看法正面 行業首選騰訊(00700.HK)
大和發表研究報告指出,由於內地疫情防控措施優化,加上重新開放的預期,以及監管放寬遊戲許可審批,市場投資情緒改善,令中資互聯網股股價於11月有所反彈。然而,如政府於12月對重新開放態度搖擺不定,估計近期市場對消費相關股票的情緒將維持疲弱。
此外,該行認為,遊戲公司第三季在中國的主要遊戲流水呈弱,可能將拖累明年上半年的整體遊戲收入。該行重申對中資互聯網板塊的正面看法,本月行業喜好依次為騰訊(00700.HK)、其次是美團-W(03690.HK)、阿里-SW(BABA.US)、拼多多(PDD.US)和攜程-S(TCOM.US)(目標價及評級見另表)。當中,認為騰訊早過預期推出主要遊戲,以及明年視頻賬戶收入好過預期將是股價催化劑。看好美團提高外賣效率。另認為宏觀經濟改善、股票回購及防疫措施放寬,都將成為阿里股價近期催化劑,亦是部署迎接中國重新開放的良好投資標的。
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