瑞银：中国互联网行业监管或仍在途中，不应轻言 “抄底”

Gelonghui
2021.08.03 00:06
瑞银证券 A 股策略分析师孟磊周一发表最新报告称，中国政府近期强监管只针对特定行业，旨在促进可持续发展，而且监管思路有迹可循，互联网行业监管或仍在途中。他认为，这一轮互联网监管是统筹协调式的，在时间上将至少持续至今年底，因此现在不应轻言” 抄底 “。在战术性行业配置上，维持对于互联网板块的低配。
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