《大行》中金對中資科網股投資評級及目標價(表)
中金發表報告,對中資科網股投資評級及目標價表列如下:
(1)內容、社交和遊戲公司
股份│投資評級│目標價
騰訊(00700.HK)│跑贏行業│600港元
網易(NTES.US)│跑贏行業│145美元
網易-S(09999.HK)│跑贏行業│225港元
快手-W(01024.HK)│跑贏行業│80港元
嗶哩嗶哩(BILI.US)│跑贏行業│23美元
嗶哩嗶哩-W(09626.HK)│跑贏行業│176港元
知乎(ZH.US)│跑贏行業│6.1美元
愛奇藝(IQ.US)│跑贏行業│2美元
騰訊音樂(TME.US)│跑贏行業│20.70美元
騰訊音樂-SW(01698.HK)│跑贏行業│80港元
網易雲音樂(09899.HK)│跑贏行業│233港元
摯文集團(MOMO.US)│跑贏行業│9.3美元
YALLA(YALA.US)│跑贏行業│9美元
IGG(00799.HK)│跑贏行業│4.16港元
歡聚(JOYY.US)│跑贏行業│64美元
虎牙直播(HUYA.US)│跑贏行業│4.6美元
微博(WB.US)│跑贏行業│13美元
百度(BIDU.US)│跑贏行業│99.1美元
百度-SW(09888.HK)│跑贏行業│96港元
BOSS直聘(BZ.US)│跑贏行業│21美元
同道獵聘(06100.HK)│跑贏行業│6.2港元
美圖公司(01357.HK)│跑贏行業│7.2港元
(2)電商和物流
股份│投資評級│目標價
京東(JD.US)│跑贏行業│48美元
拼多多(PDD.US)│跑贏行業│125美元
唯品會(VIPS.US)│跑贏行業│17.6美元
匯通達網絡(09878.HK)│跑贏行業│36港元
京東物流(02618.HK)│跑贏行業│18.5港元
叮咚買菜(DDL.US)│跑贏行業│3美元
達達集團(DADA.US)│跑贏行業│5.2美元
滿幫集團(YMM.US)│跑贏行業│15.68美元
(3)本地生活、O2O和OTA
股份│投資評級│目標價
美團-W(03690.HK)│跑贏行業│177港元
攜程(TCOM.US)│跑贏行業│75.9美元
攜程-S(09961.HK)│跑贏行業│588.5港元
同程旅行(00780.HK)│跑贏行業│23港元
滴滴出行(DIDIY.US)│跑贏行業│6美元
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