麦格理：对科技板块保持审慎，看好阿里巴巴等个股

麦格理发报告指，近日内地当局对科技企业出台不少指导及监管规范，市场关注 VIE 架构、网络安全、用户数据私隐、反垄断等潜在政策风险，提醒投资者不应只关注事件对估值的影响，更应评估相关因素如何影响盈利表现，及未来业绩表现能否达到市场预期水平，从而捕捉良好的投资机会。麦格理对科技板块保持审慎看法，看好阿里、同程艺龙 (0780.HK) 及用友软件 (600588.SH)；该行维持对美团 (3690.HK) 和拼多多 (PDD.US) 的 “中性” 评级。

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