《大行報告》摩通:中資科網今年首要避開美團及京東 行業首選拼多多、網易及百度等
摩根大通發表報告指,去年內地科網股的整體表現,受市場下調前景預測影響,展望今年,由投資收益推動的選股策略,將會繼續提供良好風險回報。今年的主題包括內地跨境電商在國際市場的牽動力提升;生成式AI實現貨幣化;內地電商市場組合持續轉變;對股東投資回報更加重視。該行相信拼多多(PDD.US)、百度(BIDU.US)、快手(01024.HK)、網易(NTES.US)及騰訊(00700.HK)將會受惠上述趨勢,而阿里巴巴(BABA.US)、京東(JD.US)及美團(03690.HK)則受負面影響。
該行今年行業首選為拼多多(PDD.US)、騰訊音樂(TME.US)、網易及百度,建議今年需要避開美團及京東。(cy/w) ~
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