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中概股回港上市潮來襲 哪些個股最被機構看好?

2020-01-12 11:11:25 來源:亞匯網 作者:章天 打印 字號:  

   ZHONGGAIGUHUIGUI,NAXIEGEGUBEIKANHAO?

   YAOCAIZHENGQUANYANJIUBUFUJINGLITANZHILEDUIXINLANGCAIJINGBIAOSHI,XINJINGJIGUHUIZAIDUANQINEISHOUZIJINZHUIPENG,ZHUYAOYINSHICHANGDUIJINGJIQIANJINGKANFAZHUANXIANGZHENGMIANXIA,XINJINGJIGUGUZHIBIANJIAORONGYIHUOTISHENG。TAZHICHU,RUTENGXUN、ALIBABAJIMEITUAN(3690)DENG,RENGWEIJINNIANSHOUXUANDEGUFEN。

   中泰國際策略分析師顏招駿對新浪財經表示,看好今年科網股的行情。今年主要利好因素是,柒藍+中概股回歸+估值吸引。今年是中概股回歸之年,未來港股左右棋牌的行業結構將從傳統經濟轉變為新經濟,有利提升整體估值。騰訊、阿里、小米估值都便宜,騰訊手游方面開始復蘇、廣告業務隨著經濟下行壓力減低下有望見底回穩。美團、小米、阿里在今年有望柒藍,是另一個股價增長動力。

   林達控股林達控股金融左右棋牌科技部執行董事林子俊對新浪財經表示,行業龍頭看高一線,比較看好騰訊、阿里、美團及攜程。他解釋道,目前流量紅利消退,龍頭擠壓效應明顯,第一梯隊科網股較為看好,第二梯隊的京東、百度還是有風險的。比如手機方面則看好華為,小米則有風險,阿里漲的好,并不代表百度回歸也能一樣走勢。

左右棋牌   ZHONGTAIGUOJIYANJIUBUZHULIFUZONGCAIQINYUEDUIXINLANGCAIJINGBIAOSHI,JINQIYOUBAODAOCHENGGANGJIAOSUOYIYUXIECHENG、WANGYIQIATANLAIGANGERCISHANGSHI,LINGWAIHENGZHIGONGSIBIAOSHIJIANGJIUTONGGUBUTONGQUANGONGSINARUHENGZHIXIANGSHICHANGZIXUNYIJIAN,DAIDONGSHICHANGTISHENGDUIKEWANGGUDEGUZHI。

   5GJIANGTISHENGYUNYONGHUTIYAN,ZHICHIYUNJIASUFAZHAN,LIHAOTENGXUN、ALI。XIAOMIQUNIANJIJIQU4GSHOUJIKUCUN,BINGJIANGJINGLIFANGZAI5GSHANG,YIJINGFABULEDIJIAWEI5GSHOUJI,JINQIHUANZUOLERENYUANJIAGOUDIAOZHENG,YOUJIHUITONGGUOJIJIFABUDUOKUAN5GSHOUJIJIZENGQIANGXIAOSHOUGUANLIDENGFANGSHIQIANGZHAN5GSHICHANG。MEITUANYINGLIGAISHAN,SHICHANGGUANZHUDUYIZHIBIJIAOGAO,RUGUONENGNARUHENGZHI,DUIGUJIAJIANGYOUZHICHI。ZHENGTILAIJIANG,SHICHANGGENGYUANYIGEIYUJUZENGCHANGQUEDINGXINGDEGONGSIGUZHIYIJIA,5GXIANGGUAN、HULIANWANGXIAOFEIYINGGAIHUISHIZHONGDIAN。

左右棋牌   JIGOUDAFUSHANGDIAOHULIANWANGJUTOUMUBIAOJIA

   DAHESHOUYUALIBABA“MAIRU”PINGJI,MUBIAOJIA250YUAN.GAIXINGFABIAOYANJIUBAOGAOZHI,QILAISHUNIANJIANGCHUYUYOULIWEIZHISHOUYIYUFAZHANZHONGDIQUDEYONGHUXIAOFEISHENGJI,YUQIGAIJITUANKEWEICHIQILINGDAODIWEI,BINGNENGBAOCHISHOURUGAOYUTONGYEDENENGJIANDUJIJURENXINGDEYINGLIZENGCHANG。

   DAHEYOUZHI,JINNIANALIBABAJIANGYOUDUOXIANGLIHAOCUIHUAJI,BAOKUOYOUJIHUINARUHENGZHICHENGFENGUJIGANGGUTONG、XINXILIUGUANGGAOBIANXIANSHOUYIZAOYUYUQI、QIGONGYINGLIANNENGLITISHENG、YUFAZHANZHONGDIQUJIANLISHENGTAIXITONG,YIJIHAIWAISHICHANGZENGCHANGSUDUJIAOTONGYEKUAIDENG。

   FURUIFABIAOYANJIUBAOGAOCHENG,YUTENGXUN(00700)“MAIRU”PINGJI,MUBIAOJIA455.3GANGYUAN。GAIXINGCHENG,TENGXUNHUIJIAQIANGQIPINPAIDUOYUANHUA、WULIUGONGJUJIKEHUBAOZHANG,YIJIANLIKEHUDUIZAIQIXIA “XIAOCHENGXU”DEGOUWUXINXIN。

左右棋牌   GAIXINGBIAOSHI, XIAOYOUXIDESHANGYEHUAZHENGYOUZENGCHANGQUSHI,QUNIANSHOURUZENGCHANGTONGBISHENG35%,BINGYUJIJINNIANJIMINGNIANFENBIEZENGCHANG38%JI40%。LINGWAI, ZHIFUFENDENGGONGNENGKEYIZENGJIAMAIJIAJISHANGJIADEXINREN。

左右棋牌   RUIYINFABIAOYANJIUBAOGAO,SHOUYUXIAOMIJITUAN(01810)“MAIRU”PINGJI,MUBIAOJIA13.2GANGYUAN。GAIXINGCHENG,XIAOMIDEIoTYEWUXUYOUBIAOXIAN,QUNIANDISANJIWEIJISHOUJIJIDIANNAO,SHEBEILIANJIESHULIANGTONGBIZENGCHANG62%ZHI2.13YITAI,ERZHINENGDIANSHIGUIMOYEZHENGKUODA,BINGKETOUGUONEIRONGJIGUANGGAODENGBIANXIAN,GAIXINGXIANGXIN,GONGSIZHENGZAIJIANLIXINDESHANGYEJIYU,HUOKEDAILAIDUTEDEFUWUBIANXIANQIANLI,ERZAIHULIANWANGJINRONGYEWUSHANGQIYINGYONGCHENGSHIXIAZAILIANGYEZAIZENGJIA。

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