大行评级丨小摩:预计网易转为双重主要上市即获纳入沪港通,对股价属正面影响

格隆汇
Jun 29

摩根大通发表研报指,网易将自明日起在港交所转为双重主要上市。该行预计,网易将于同日符合纳入沪港通的资格,因为网易并未采用同股不同权(WVR)结构,且已是恒生综合指数的成份股。该行认为,网易获纳入沪港通将允许内地投资者通过南向资金直接交易该股,带来更多资金并改善流动性,因此对网易股价属正面影响。该行预计网易2026年营业利润将增长25%,又相信该股近期的调整是由于中国互联网股面临广泛抛售,而非对其基本面的担忧。该行重申网易为数码娱乐板块中的首选股,予“增持”评级,目标价为290港元。

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