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《大行報告》花旗:全球科網股今年首選Meta及亞馬遜等 中資看好騰訊、拼多多及攜程
花旗發表全球科網股報告,指出全球科網股去年升15.2%,其中美國及印度科網股升43%,日本及歐洲科網股去年升12.7%及6.4%,中國及南韓科網股則升4.8%及跌4.6%跑輸。 該行表示,縱使生成人工智能帶來的科技進步將支援科網股投資情,但宏觀逆風、利率、通脹、競爭及監管或令行業及企業增長受壓。有效成本優化工作及理性開支帶動持續的盈利率改善,將可支撐主要科網企業可持續盈利增長,美歐及中印科網股正展示有關趨勢。 首選股方面,該行在美國大型科網股中偏好Meta(META.US)、亞馬遜(AMZN.US)及優步(UBER.US),美國中型股偏好Wix(WIX.US)、Wayfair(W.US)及GoDaddy(GDDY.US),美國遊戲及串流股偏好迪士尼(DIS.US)、AppLovin(APP.US)及Unity(U.US),美國教育科技股偏好Udemy(UDMY.US)及Stride(LRN)。中國科網股首選股包括騰訊(00700.HK)、拼多多(PDD.US)及攜程(TCOM.US)(09961.HK)。
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