“别投资中国互联网行业” 小摩下调28中概股评级
(纽约15日讯)摩根大通分析师周一下调了28只在美国和香港上市的中概股评级,称国际投资者开始消化中国地缘政治风险且对监管风险的担忧上升。
摩根大通认为中国互联网股6至12个月“不可投资”,股价展望“非此即彼”,并指近期在没有估值支撑的情况下,全行业的抛售可能会继续。
“大量国际投资者正在减少对中国互联网行业的敞口,导致大量资金从该行业外流。”
评级被该行下调的大型科技股包括阿里巴巴、京东、腾讯、百度和拼多多。
小摩称,拼多多能见度缺乏,盖过当前增长潜力;而腾讯是今年上半年前景具挑战性的背景下,受行业资金外流冲击的平台领头羊。
在摩根大通对该行业的评估中,唯一有超配评级的是快手。
http://www.enanyang.my/%E5%9B%BD%E9%99%85%E8%B4%A2%E7%BB%8F/%E2%80%9C%E5%88%AB%E6%8A%95%E8%B5%84%E4%B8%AD%E5%9B%BD%E4%BA%92%E8%81%94%E7%BD%91%E8%A1%8C%E4%B8%9A%E2%80%9D-%E5%B0%8F%E6%91%A9%E4%B8%8B%E8%B0%8328%E4%B8%AD%E6%A6%82%E8%82%A1%E8%AF%84%E7%BA%A7
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