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中信:政策变化下,国内互联网巨头估值显现安全边际

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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Comment16

  • Sacherla
    ·2021-07-26
    有道理?
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  • 龙疼虎乐
    ·2021-07-26
    短期不要碰中丐股[噴血] [噴血] 
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  • 86的老虎
    ·2021-07-26
    自己的錢自己做主,要是信了你的話,我的錢就變成了你的錢。空,堅決的空。
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  • Apple001
    ·2021-07-26
    離底部還遠,現在是國企up民down 
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  • e天天见红e
    ·2021-07-26
    離底部還差得遠呢,相比於去年,估值都在2倍以上,騙套而已
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  • 爲了長期持續發展?誰都知道,啥時候想讓你發展了,啥時候纔是那個長期。
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  • MillieZ
    ·2021-07-26
    [微笑] 
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  • 算沙
    ·2021-07-26
    老鄉別跑?
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  • 厉害我哥
    ·2021-07-26
    沒話可說了 開始通篇造詞造句了 嚇得我趕緊跑了
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  • mun88
    ·2021-07-26
    加油
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  • LanceYang
    ·2021-07-26
    跌慘了任然要感謝政策
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  • 长河_967
    ·2021-07-26
    都不記得  中信  什麼時候說過正經話了[捂臉] 
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  • 观月
    ·2021-07-26
    互聯網巨頭的時代已經過去了……
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  • 說到底還是計劃經濟,哪來的市場經濟
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  • yanfeitamiya
    ·2021-07-26
    這是號召大家別跑麼?又當又立?
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  • 时间慢点走
    ·2021-07-26
    Zan
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