经历灰暗一年后 中国科技股重获青睐
阿里巴巴
(香港24日讯)在中国科技股经历了类似于美国互联网泡沫破裂时期的大跌后,随着监管压力的减轻和盈利前景的改善,2023年中国科技股前景料将转好。
随着中国重新开放激发对于经济复苏的希望,同时中美之间长期以来的审计争端势将解决,这个曾被称为“不具有可投资性”的行业已重新获得了华尔街分析师和投资者的青睐。看多阵营日渐强大,已经包括摩根士丹利、瑞银集团和摩根大通在内的策略师。
自从10月的低点以来,恒生科技指数已经飙升了大约47%,哔哩哔哩和阿里健康等股票在此期间增长了一倍以上。随着摘牌风险的消退,纳斯达克金龙中国指数的涨幅更大。
仍有上行空间
“随着监管压力逐渐消除,投资者的焦点有可能会重新回到基本面上,”瑞银全球财富管理投资总监马克·海菲尔本周在一份报告中写道。
“中国的互联网平台公司是中国重新开放的关键获益者。我们认为该行业还有进一步的上行空间。”
对于阿里巴巴集团控股的远期盈利预测从5月低点已经攀升了21%,而对于移动游戏巨头腾讯控股的估计自8月份以来已经反弹了大约8%。
“对于许多互联网公司来说,我们看到的是,他们非常早就开始削减开支,所以现金流的确看上去好一些,”摩根大通首席亚洲和中国股票策略师刘鸣镝本月接受采访时表示。
“与此同时,营收也在一定程度上得益于重新开放。”
未来一年,投资者将寻找整治行动已经结束的进一步迹象。而一项关键的指标是蚂蚁集团能否重启IPO。2020年11月,其IPO被突然叫停基本标志着中国监管整治行动的开始,曾一度令行业估值蒸发了超过2兆美元。
12月初曾将中国股票评级上调到超配的摩根士丹利预计,消费和互联网平台公司将引领股本回报率的反弹。
摩根士丹利策略师在12月初的一份报告中写道,这一观点的原因是,宏观经济复苏背景更加有利,监管行动结束,“在削减成本和增强股东回报方面有勤勉的自助行动”等。
https://www.enanyang.my/%E5%9B%BD%E9%99%85%E8%B4%A2%E7%BB%8F/%E7%BB%8F%E5%8E%86%E7%81%B0%E6%9A%97%E4%B8%80%E5%B9%B4%E5%90%8E-%E4%B8%AD%E5%9B%BD%E7%A7%91%E6%8A%80%E8%82%A1%E9%87%8D%E8%8E%B7%E9%9D%92%E7%9D%90
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