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互聯網的“港股成交佔比”持續提升,港股交易或可逐漸被重視

機構認爲,隨着互聯網在港股成交佔比持續提升,港股交易或可逐漸被重視,且頭部公司仍有一定的投資空間。

來源:小風的互聯網江湖

作者:楊曉峯

核心觀點

1、此前在2022年6月30日文章寫道,選擇在港交所二次上市(或雙重上市)的互聯網公司,通過分析公司在港交所交易比例的變化趨勢,來反映港股交易在互聯網資產定價權中的影響力。通過持續跟蹤數據,我們發現互聯網的港股成交佔比仍在持續提升

2、交易量變化趨勢:

①$嗶哩嗶哩-W(09626.HK)$vs$嗶哩嗶哩(BILI.US)$:2021年10月-2022年10月,嗶哩嗶哩港交所交易比例呈上升趨勢,由2021年10月的13.46%上升至2022年10月的29.18%;

②$網易-S(09999.HK)$vs$網易(NTES.US)$:2021年10月-2022年10月,網易港交所交易比例呈上升趨勢,由2021年10月的19.51%上升至2022年10月的45.21%;

③$京東集團-SW(09618.HK)$vs$京東(JD.US)$:2021年10月-2022年10月,京東集團港交所交易比例持續上升,由2021年10月的16.75%上升至2022年10月的31.59%;

④$阿裏巴巴-SW(09988.HK)$vs$阿裏巴巴(BABA.US)$:2021年10月-2022年10月,阿裏巴巴港交所交易比例呈上升趨勢,由2021年10月的15.08%上升至2022年10月的21.96%;

⑤$百度集團-SW(09888.HK)$vs$百度(BIDU.US)$:2021年10月-2022年10月,百度港交所交易比例呈上升趨勢,由2021年10月的8.84%上升至2022年10月的19.41%;

⑥$攜程集團-S(09961.HK)$vs$攜程網(TCOM.US)$:2021年12月-2022年10月,攜程港交所交易比例呈上升趨勢,由2021年10月的7.08%上升至2022年10月的22.4%。

3、投資建議:

我們認爲,隨着互聯網在港股成交佔比持續提升,港股交易或可逐漸被重視,且頭部公司仍有一定的投資空間。因此,建議關注

1)在出海過程中在相關領域空間較大的互聯網巨頭,$騰訊控股(00700.HK)$、$美團-W(03690.HK)$和$拼多多(PDD.US)$;

2)核心主業持續穩健增長的二線互聯網龍頭$京東集團-SW(09618.HK)$/$京東(JD.US)$$網易-S(09999.HK)$/$網易(NTES.US)$

3)優質互聯網超跌標的,$嗶哩嗶哩(BILI.US)$,$快手-W(01024.HK)$,$阿裏巴巴(BABA.US)$/$阿裏巴巴-SW(09988.HK)$,$心動公司(02400.HK)$,$閱文集團(00772.HK)$,$金山軟件(03888.HK)$,$阜博集團(03738.HK)$,$百奧家庭互動(02100.HK)$等.

4、風險提示:

港股流動性不及預期,進入港股通速度不及預期,港股互聯網業績不及預期

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