瑞銀財富管理:季績後投資者對內地外賣平臺競爭憂慮降低
《信報》報道,瑞銀財富管理投資總監辦公室大中華區股票主管李智穎指,投資者對內地互聯網平臺「外賣大戰」的憂慮,於次季業績期後有所降低。外賣平臺母企的管理層在給予投資者清晰指引,亦透露外賣補貼已在第三季見頂,並預期公司毛利會在今年第四季至明年上半年正常化;互聯網平臺亦有能力對其外賣客戶進行交叉銷售,使外賣客戶成爲本身核心主業的客戶。
另外,瑞銀財富管理投資總監辦公室股票策略師Sundeep Gantori認爲,在晶片研發及生產上,只要一日美國繼續對中國入口光刻機施加限制,兩國技術都會繼續存在差距。但中國目前正嘗試研發光刻機,他估計中國可能會在未來3至5年取得成功,使差距收窄。
儘管中國的先進晶片製程相對美國落後一至兩代,但有別於手機用晶片,人工智能(AI)數據中心所使用的晶片,其大小不會造成關鍵影響。儘管中國能夠採用的晶片相較爲耗電,但中國本身的電力成本低於美國,因此問題不大,他又預期中國最終可在半導體方面達致自給自足。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.