瑞银写在中国互联网Q2财报发布后:主题、首选股及期权策略

智通财经
Sep 04

瑞银研究部根据第二季度业绩更新了其中国互联网投资主题和行业首选。其中,鉴于低波动率和反向倾斜,瑞银建议投资者通过对携程、网易和拼多多的看涨期权价差策略做多。中国互联网公司第二季度财报季以截然不同的业绩和市场反应收官。财报发布后,瑞银中国互联网研究分析师 Kenneth Fong 在最新报告中更新了他对行业的看法,并更新了最佳股票推荐。尽管由于电商巨头加大投资力度,2025 年该行业的盈利预期被下调...

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