汇丰研究：内地新经济股偏好美团、腾讯、网易及拼多多

老虎证券04-08

汇丰环球研究发表报告指，尽管内地新经济股盈利于上季走强，但前景仍充满挑战。该行认为，具竞争防守性，并有明显股份回购及派息的公司将提供更好的风险回报，投资者亦需要留意监管风险，又看好收入及毛利率增长高于同业、利润率扩张且PE较低的公司。该行表示，偏好美团(03690.HK)、腾讯(00700.HK)、网易(NTES.US)及拼多多(PDD.US)。当中，美团在外卖业务拥有持续的领先地位，加上店内业务...

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