瑞銀：中國互聯網行業監管或仍在途中，不應輕言 “抄底”

格隆匯
2021.08.03 00:06
瑞銀證券 A 股策略分析師孟磊週一發表最新報告稱，中國政府近期強監管只針對特定行業，旨在促進可持續發展，而且監管思路有跡可循，互聯網行業監管或仍在途中。他認為，這一輪互聯網監管是統籌協調式的，在時間上將至少持續至今年底，因此現在不應輕言” 抄底 “。在戰術性行業配置上，維持對於互聯網板塊的低配。
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