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大行評級丨大和:中國互聯網行業首選推薦阿里、騰訊、攜程及拼多多等
大和發表中國互聯網行業報告表示,中概互聯網指數ETF和恆生科技指數在過去一個月分別下跌10%和10.5%,受到地緣政治風險不確定性的影響。該行認爲美中關係已達“對抗高峯”,未來可能迴歸建設性發展。
大和首選推薦爲阿里巴巴、攜程、騰訊、拼多多和Sea,亦看好滿幫。該行認爲,阿里巴巴作爲雲端市場領導者,最有可能從公有雲支出的增長中獲益;預計攜程可受惠中國入境旅遊需求增長;騰訊的估值相對於其過去三年和五年的平均市盈率有上升空間。
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