《大行報告》野村料中資互聯網股短期將區間上落 喜愛美團(03690.HK)及騰訊(00700.HK)
野村發表研究報告指,內地調整部分防疫措施,推動互聯網企業表現強勁反彈,自10月底以來恆生科技指數累計上升約56%,對比同期恆指升約31%。
該行表示,不少投資者均表示對中國當局近期迅速取消大部分防疫限制措施感到驚訝,認為中國互聯網股在近期強勁反彈後可能會在短期內波動,然而在2023年前景改善及估值具有吸引力的支持下,相信行業未來3至6 個月仍有進一步上升的空間,而大多數互聯網股份現價亦只是略高於歷史低位。
野村預期未來幾個星期投資者焦點將轉移至重新開放後的市場復甦情況,指出科網行業目前面對的最大風險仍是疫情發現,密切關注疫情可能再度爆發以及對投資情緒的影響,預期例如外賣和到店等本地服務與旅遊業可能會首先復甦,同時認為線上醫療保健公司正處於有利發展位置。
至於電商行業,該行估計可能會以較慢的速度復甦,消費者信心仍需要一段時間恢復,行業中看好美團(03690.HK)、京東(09618.HK)(JD.US)及騰訊(00700.HK),均予「買入」評級。
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.