---
title: "摩根大通全線下調中國互聯網板塊評級，僅快手獲 “增持” 評級"
description: "摩根大通全面下調中國互聯網板塊的評級，包括騰訊、阿里巴巴等均被下調至 “減持” 評級。在該行覆蓋的 28 家企業中，目前僅有快手被予以 “增持” 評級。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/57637915.md"
published_at: "2022-03-15T04:05:30.000Z"
---

# 摩根大通全線下調中國互聯網板塊評級，僅快手獲 “增持” 評級

> 摩根大通全面下調中國互聯網板塊的評級，包括騰訊、阿里巴巴等均被下調至 “減持” 評級。在該行覆蓋的 28 家企業中，目前僅有快手被予以 “增持” 評級。

© Reuters. 小摩全線下調中國互聯網板塊評級 僅快手 (01024) 獲 “增持” 評級

智通財經 APP 獲悉，3 月 14 日，摩根大通全面下調中國互聯網板塊的評級，包括騰訊 (00700)、阿里巴巴 (09988) 等均被下調至 “減持” 評級。在該行覆蓋的 28 家企業中，目前僅有快手 (01024) 被予以 “增持” 評級。

摩根大通分析師 Alex Yao 表示，出於對地緣政治等風險的擔憂，大量全球投資者正在減少對中國互聯網行業的投資。分析師認為，中國互聯網在未來 6-12 個月的時間裏缺乏吸引力，股價前景不可預測;互聯網板塊股價短期內不太可能獲得估值支撐，大範圍的拋售可能會繼續，導致大量資金從該行業外流，這將在不確定的時間裏給該行業股價帶來壓力。

### Related Stocks

- [01024.HK - 快手-W](https://longbridge.com/zh-HK/quote/01024.HK.md)
- [09988.HK - 阿里巴巴-W](https://longbridge.com/zh-HK/quote/09988.HK.md)
- [BABA.US - 阿里巴巴](https://longbridge.com/zh-HK/quote/BABA.US.md)

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> **免責聲明**：本文內容僅供參考，不構成任何投資建議。