文丨许英博 陈俊云 今年以来,中短期基本面预期的差异,导致中美互联网巨头股价走势出现明显分化,近期教培政策出台带来的情绪扰动,亦加剧这一趋势。 短期来看,受多因素影响,国内互联网巨头短期业绩增速较美股同类公司明显不占优,同时2022/23年业绩一致预期仍可能在下半年面临下修风险,短期股价走势缺乏明显上行支撑。 中长期角度,我们认为国内互联网板块的基本面依旧稳健,政策监管的主旨在于维护互联网行业的长...
Source Link中信证券研究2021-07-26
文丨许英博 陈俊云 今年以来,中短期基本面预期的差异,导致中美互联网巨头股价走势出现明显分化,近期教培政策出台带来的情绪扰动,亦加剧这一趋势。 短期来看,受多因素影响,国内互联网巨头短期业绩增速较美股同类公司明显不占优,同时2022/23年业绩一致预期仍可能在下半年面临下修风险,短期股价走势缺乏明显上行支撑。 中长期角度,我们认为国内互联网板块的基本面依旧稳健,政策监管的主旨在于维护互联网行业的长...
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