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<Research>UBS Prefers Alibaba Best for CN E-commerce; Top Pick TENCENT for Dotcoms
Recommend 60 Positive 100 Negative 31 |
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UBS wrote in its research report that BABA-W (09988.HK) (BABA.US) was its favorite name among e-commerce companies, as the easing of rapid e-commerce competition and the recovery of H20 chip supply may refocus investors on its AI initiatives. If executed successfully, UBS predicted that Alibaba's operations could realize significant value (e.g., international digital commerce Group (AIDC), internal synergies within TTG Group, Ant Group, and AI plans). Regarding JD.com (JD.US) (09618.HK), investors may closely watch its investment scale in the food delivery sector, where investments have been quite cautious (e.g., avoiding participation in "zero-price" beverage promotions over the past weekend). In the Chinese internet industry, UBS continued to select TENCENT (00700.HK)(TCEHY.US) as its top pick. Stock | Rating | Target Price TENCENT (00700.HK) | Buy | HKD710 MEITUAN-W (03690.HK) | Buy | HKD172 Baidu (BIDU.US) | Buy | USD105 Alibaba (BABA.US) | Buy | USD158 JD.com (JD.US) | Buy | USD50 Pinduoduo (PDD.US) | Buy | USD165 Vipshop (VIPS.US) | Neutral | USD16 AAStocks Financial News |
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