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《大行報告》星展:仍看好內地科網股下半年收入增長 首選攜程、美團及網易
星展發表研究報告,預期雖然宏觀經濟放緩,但內地科技板塊下半年收入增長仍將延續上半年強勁趨勢,維持正面看法。從行業劃分,首季中國線上旅遊收入已超越2019年同期水平,而國內旅遊收入僅恢復到80%,長途旅行需求的增加以及出境遊的進一步復甦,憧憬線上旅遊平台下半年增幅達68%。 同時星展亦看好食品外送市場發展,預期在品類擴張推動下,食品外賣市場增長將在下半年加快至20%;另外預期線上遊戲及線上廣告將實現11%及12%的增長。 該行認為,現時互聯網監管環境已恢復穩定,所覆蓋的互聯網企業基本面正在改善,現價估值水平亦不高,最看好線上旅遊發展,其次為外賣及線上遊戲的增長。選股方面,星展首選攜程(09961.HK)、美團(03690.HK)及網易(09999.HK),均給予「買入」評級,目標價分別為445、230及240元。
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