花旗:中国互联网板块估值仍具吸引 首选腾讯、阿里、美团等

格隆汇
Yesterday
花旗表示,中国股票近期的抛售潮表明市场情绪接近或已达到极度悲观水平。尽管如此,中国互联网板块的估值仍具有吸引力,重申腾讯、阿里巴巴、美团、拼多多和满帮集团为首选股票。 花旗报告指出,股票被抛售的原因包括宏观逆风、资金流向、人工智能变现周期的担忧,以及可能的第三季度盈利疲弱等。中国大型互联网公司大幅增加资本开支的承诺,导致市场下调这些公司的盈利预测,并加剧整个行业的悲观情绪。 不过,花旗认为即使计入10%-30%潜在的进一步盈利下调,中国互联网行业估值仍具有吸引力。凭借核心业务盈利的韧性和健康的资产负债表,认为中国互联网龙头企业能够应对近期市场波动,并在不断演进的超级智能周期中把握长期价值。

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