You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》摩通:相信螞蟻IPO將成為阿里(09988.HK)股價催化劑
摩根大通發表研報指,人民銀行及中證監聯合宣布對螞蟻集團及騰訊(00700.HK)旗下財付通分別處以罰款,認為今次監管行動告一段落,不僅對阿里巴巴(09988.HK)有利,對整個內地互聯網行業都有利好作用,預計阿里的股價將作出正面反應 摩通認為,罰款塵埃落定預視內地科技行業監管環境常態化的開始,國家金融監督管理總局亦表示目前平台經濟體金融業務中的突出問題,大部分已通過整改得到解決,金融監管部門的工作重點已轉向常態化監管,因此預計螞蟻和騰訊的金融控股集團牌照申請將會加快。 該行指出,雖然螞蟻集團的估值從2020年提出上市計劃時的3,200億美元,大幅下降76%至780億美元,但認為現時情況較估值存在不確定性來得好,又指阿里目前的股價並未計及螞蟻的價值。 摩通預測監管正常化下螞蟻的IPO或於未來12至18個月內發生,料將成為阿里巴巴股價的重要催化劑。
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.
uSMART
Wealth Growth Made Easy
Open Account