---
title: "摩根大通全线下调中国互联网板块评级，仅快手获 “增持” 评级"
description: "摩根大通全面下调中国互联网板块的评级，包括腾讯、阿里巴巴等均被下调至 “减持” 评级。在该行覆盖的 28 家企业中，目前仅有快手被予以 “增持” 评级。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/57637915.md"
published_at: "2022-03-15T04:05:30.000Z"
---

# 摩根大通全线下调中国互联网板块评级，仅快手获 “增持” 评级

> 摩根大通全面下调中国互联网板块的评级，包括腾讯、阿里巴巴等均被下调至 “减持” 评级。在该行覆盖的 28 家企业中，目前仅有快手被予以 “增持” 评级。

© Reuters. 小摩全线下调中国互联网板块评级 仅快手 (01024) 获 “增持” 评级

智通财经 APP 获悉，3 月 14 日，摩根大通全面下调中国互联网板块的评级，包括腾讯 (00700)、阿里巴巴 (09988) 等均被下调至 “减持” 评级。在该行覆盖的 28 家企业中，目前仅有快手 (01024) 被予以 “增持” 评级。

摩根大通分析师 Alex Yao 表示，出于对地缘政治等风险的担忧，大量全球投资者正在减少对中国互联网行业的投资。分析师认为，中国互联网在未来 6-12 个月的时间里缺乏吸引力，股价前景不可预测;互联网板块股价短期内不太可能获得估值支撑，大范围的抛售可能会继续，导致大量资金从该行业外流，这将在不确定的时间里给该行业股价带来压力。

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