《大行報告》花旗:中資科網股明年首選騰訊(00700.HK)、拼多多(PDD.US)及攜程(TCOM.US)等
花旗發表報告指出,今年迄今各國互聯網板塊表現各不相同,當中印度以增長47%跑贏,緊隨其後的為增長34%的美國,日本增長2%。至於南韓及中國跑輸,分別跌4%及10%。儘管中國互聯網的基本面合理且估值吸引,但市場對其投資情緒出現轉變的預期較低。然而,假如內地宏觀經濟改善,加上地緣政治緊張局勢有所緩解,相信在區域排位上可與美國/印度對調。
明年主要地區主題方面,該行認為包括中國可持續的高質量增長、股東回報增加及海外擴張。至於該行明年上半年的中資科網股首選包括騰訊(00700.HK)、拼多多(PDD.US)、攜程(TCOM.US)及貓眼娛樂(01896.HK)。
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