瑞銀：料今年中國互聯網行業可進一步上漲

金十數據
2023.01.06 06:51

瑞銀髮表報告指，基於宏觀經濟改善等因素，對今年中國互聯網行業保持樂觀，認為基於復甦的可見度越來越高，投資者將在短期內審視潛在的負面因素，預計今年會有部分但有限的估值擴張。中國互聯網行業收入加快、持續的成本控制及股票回購可推動大部分股票的表現。瑞銀認為，短期內包括阿里巴巴 (09988.HK) 和拼多多 (PDD.O) 在內的大多數公司都有一定上漲空間，相信其今年的盈利復甦尚未完全反映在股價上。長期而言，該行看好盈利增長強勁的公司，尤其是拼多多和快手 (01024.HK)。

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