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《大行》中銀國際:中資科網股中長期首選騰訊(00700.HK)阿里(09988.HK)網易(09999.HK)騰訊音樂(01698.HK)
中銀國際發表研究報告指,認為AI、宏觀經濟復甦、競爭格局、監管環境、股東回報執行以及中美緊張局勢,將成為未來6至12個月,影響中國互聯網上市公司財務和估值的六大關鍵因素。中銀國際對內地互聯網公司的子行業排序分別為雲端運算>線上音樂、線上遊戲及線上廣告(三者平排)>電子商務>其他。 中銀國際表示,騰訊(00700.HK)、阿里-W(09988.HK)(BABA.US)、網易-S(09999.HK)(NTES.US)和騰訊音樂-SW(01698.HK)(TME.US)仍是該行的中長期首選。嗶哩嗶哩-W(09626.HK)(BILI.US)和百度-SW(09888.HK)(BIDU.US)是該行的短期喜好股。中銀國際上調對多家科網股目標價,詳見另表。
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