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《大行報告》大和料中資科網領龍頭明年迎來機會 首選騰訊、網易、拼多多及快手等
大和發表報告,預料中資科網領龍頭明年迎來機會,以「走出去」為主題的公司和股東回報政策穩健的公司將跑贏大市。 報告指,收入能見度高的公司可能繼續跑贏大市。如果明年上半年整體經濟增長復甦依然緩慢甚至惡化,建議投資者繼續關注與國內同行相比增長能見度相對較高的內地互聯網龍頭企業。 該行重申看好科網行業的立場,該行首選騰訊(00700.HK)、網易(NTES.US)(09999.HK)、拼多多(PDD.US)和快手-W(01024.HK),因料相門關公司明年收入增長前景優於同行。 大和同時看好騰訊音樂(TME.US),因為其在內地市場具有明顯的領導地位,亦看好攜程(TCOM.US)(09961.HK),因估值要求不高,具有防守性,旅遊行業比其他垂直行業更具韌性。另外,策略性買入唯品會(VIPS.US)和貝殼(BEKE.US),均受惠股票回購。
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