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《大行報告》中金對中資互聯網投資評級及目標價(表)
中金發表報告,列出對中資互聯網投資評級及目標價: 股份│投資評級│目標價 騰訊(00700.HK)│跑贏行業│475港元 網易(NTES.US)│跑贏行業│125美元 網易-S(09999.HK)│跑贏行業│196港元 快手-W(01024.HK)│跑贏行業│82港元 嗶哩嗶哩(BILI.US)│跑贏行業│22美元 嗶哩嗶哩(09626.HK)│跑贏行業│170港元 知乎(ZH.US)│跑贏行業│1.55美元 愛奇藝(IQ.US)│跑贏行業│7.5美元 騰訊音樂-SW(01698.HK)│跑贏行業│33港元 騰訊音樂(TME.US)│跑贏行業│8.6美元 雲音樂(09899.HK)│跑贏行業│95.7港元 微博(WB.US)│跑贏行業│18美元 摯文(MOMO.US)│跑贏行業│10.9美元 YALLA(YALA.US)│跑贏行業│7美元 IGG(00799.HK)│中性│3.63港元 歡聚時代(YY.US)│跑贏行業│41美元 百度(BIDU.US)│跑贏行業│172.5美元 百度(09888.HK)│跑贏行業│167.1港元 看准(BZ.US)│跑贏行業│15.8美元 同道獵聘(06100.HK)│跑贏行業│10.8港元 ---------------------------------------------------- 電商和物流 阿里巴巴(BABA.US)│跑贏行業│140美元 阿里巴巴-SW(09988.HK)│跑贏行業│137港元 京東(JD.US)│跑贏行業│51美元 拼多多(PDD.US)│跑贏行業│123美元 唯品會(VIP.US)│跑贏行業│18.5美元 寶尊電商(BZUN.US)│中性│4.6美元 匯通達網絡(09878.HK)│跑贏行業│42港元 京東物流(02618.HK)│跑贏行業│15.5港元 叮咚買菜(DDL.US)│跑贏行業│4美元 達達(DADA.US)│跑贏行業│7.8美元 滿幫(YMM.HK)│跑贏行業│9.85美元 ---------------------------------------------------- 本地生活、O2O和OTA 美團(03690.HK)│跑贏行業│184港元 攜程(TCOM.US)│跑贏行業│50美元 攜程-S(09961.HK)│跑贏行業│387.5港元 同程旅行(00780.HK)│跑贏行業│21.5港元 新氧(SY.US)│跑贏行業│2美元 優步(UBER.US)│跑贏行業│53美元
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