小摩：互联网股份波动反映市场情绪脆弱，调整带来入市机会

格隆汇02-05

格隆汇2月5日｜摩根大通发表研报指，互联网股份日前经历剧烈波动，因有报道指增值税率或由现时的6%，上调至白酒公司所适用的32%消费税水平。虽然该行认为有关说法将增值税与消费税混为一谈，并参照32%的消费税率显得奇怪，但市场最初反应显示，在经历数日的避险情绪后，市场情绪相当脆弱。多间新闻媒体在收市前已反驳了相关报道。该行将是次调整视为入手腾讯及相关互联网股份如网易和百度的机会。该行重申对MSCI中国...

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