瑞银表示,纵使预期中国互联网股股价短期保持波动,但最终将回复基本面。基于互联网企业已经过重度投资阶段,更多地集中于股东回报,市盈率及每股盈利增长成为投资者共同估值指标。该行指,行业市盈增长率在2021至2024年介乎0.8至1.4倍,虽然近期行业股价升两成,预期在目前1.1倍市盈增长率中仍有上望空间,因市场在政府刺激政策下上调预测,中国的风险溢价减少,以及行业竞争纾缓带来更佳盈利能见度。该行料直至...
Source Link瑞银表示,纵使预期中国互联网股股价短期保持波动,但最终将回复基本面。基于互联网企业已经过重度投资阶段,更多地集中于股东回报,市盈率及每股盈利增长成为投资者共同估值指标。该行指,行业市盈增长率在2021至2024年介乎0.8至1.4倍,虽然近期行业股价升两成,预期在目前1.1倍市盈增长率中仍有上望空间,因市场在政府刺激政策下上调预测,中国的风险溢价减少,以及行业竞争纾缓带来更佳盈利能见度。该行料直至...
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