瑞银发表报告指，基于宏观经济改善等因素，对今年中国互联网行业保持乐观，认为基于复苏的可见度越来越高，投资者将在短期内审视潜在的负面因素，预计今年会有部分但有限的估值扩张。中国互联网行业收入加快、持续的成本控制及股票回购可推动大部分股票的表现。瑞银认为，短期内包括阿里巴巴 (09988.HK) 和拼多多 (PDD.O) 在内的大多数公司都有一定上涨空间，相信其今年的盈利复苏尚未完全反映在股价上。长期而言，该行看好盈利增长强劲的公司，尤其是拼多多和快手 (01024.HK)。
瑞银：料今年中国互联网行业可进一步上涨
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