麥格理：對科技板塊保持審慎，看好阿里巴巴等個股

格隆匯
2021.07.27 08:45
麥格理髮報告指，近日內地當局對科技企業出台不少指導及監管規範，市場關注 VIE 架構、網絡安全、用户數據私隱、反壟斷等潛在政策風險，提醒投資者不應只關注事件對估值的影響，更應評估相關因素如何影響盈利表現，及未來業績表現能否達到市場預期水平，從而捕捉良好的投資機會。麥格理對科技板塊保持審慎看法，看好阿里、同程藝龍 (0780.HK) 及用友軟件 (600588.SH)；該行維持對美團 (3690.HK) 和拼多多 (PDD.US) 的 “中性” 評級。
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