摩根大通发表研究报告指,携程(09961.HK) 近期股价下跌,市场或将周期性宏观放缓错误定价为结构性问题,估计随着行业适应统一规则,相关影响将逐渐消退。该行认为,市场监管主要聚焦于企业的经营行为整改,不会对盈利能力或市场结构造成长期影响,加上相关限制适用于整个行业,令市场竞争维持不变,因此仍相信行业长期竞争格局未有改变,市场近期的忧虑主要属情绪上而非结构性,建议趁低吸纳。摩通仍看好携程国际业务是...
Source Link摩根大通发表研究报告指,携程(09961.HK) 近期股价下跌,市场或将周期性宏观放缓错误定价为结构性问题,估计随着行业适应统一规则,相关影响将逐渐消退。该行认为,市场监管主要聚焦于企业的经营行为整改,不会对盈利能力或市场结构造成长期影响,加上相关限制适用于整个行业,令市场竞争维持不变,因此仍相信行业长期竞争格局未有改变,市场近期的忧虑主要属情绪上而非结构性,建议趁低吸纳。摩通仍看好携程国际业务是...
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