《大行報告》大和:中資互聯網股依次喜愛騰訊、美團及阿里巴巴
大和發表研究報告指,網易(09999.HK)(NTES.US)的《蛋仔派對》和騰訊(00700.HK)的《Undawn》仍然是2月中國遊戲收入的頭10名。1月份主要電子商務參與者的GMV可能按年下降,國家統計局將會於本月15日發布1至2月的網上零售額。該行本月喜愛依次為騰訊、美團(03690.HK)和阿里巴巴(09988 HK)(BABA.US);又看好拼多多(PDD.US)、百度(09688.HK)(BIDU.US)和快手(01024.HK)。
該行表示,過去一個月,KraneShares滬深中國網路ETF(KWEB.US)下跌約20%,主要是由於獲利回吐、投資者對今年電子商務參與者利潤率改善趨勢的擔憂,以及農曆新年後消費復甦趨勢的不確定性。該行認為,在即將開幕的「兩會」中,任何積極信號都將成為行業的股價催化劑。
大和指,今年較預期早推出的主要遊戲和勝於預期的視頻賬戶收入將成為騰訊的股價催化劑;另外,阿里巴巴和美團的盈利有很大的上調空間;看好快手的市場份額增長、用戶流量不斷增長以及盈利方式多樣化。
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.