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大行料阿里加大投資雲計算將令盈利受壓- 有線寬頻i-CABLE @ 2024-05-14T Back Hot News
Keyword:阿里巴巴
Concept:公布業績 , 關注阿里巴巴
【有線新聞】內地兩大科網巨頭阿里巴巴和騰訊,將於本周公布上季業績,外界認為阿里加大投資電商和雲計算業務,有可能令盈利受壓,而騰訊的本地游戲業務,預計仍然會拖累整體業績。
阿里巴巴-SW(09988.HK)將於明天(14日)公布截至今年3月底止(2024財年)第四財季業績。市場預計受加大電商體驗投資、國際電商與菜鳥虧損影響,本網綜合8間券商預測,阿里巴巴截至今年3月底止(2024財年第四財季)季度的非公認會計准則淨利料介乎220億至269.58億元人民幣,較對上年度同期273.75億元人民幣,按年跌1.5%至19.6%,中位數233.4億元人民幣,按年跌14.7%。 綜合15間券商預測,阿里2024財年第四財季的經調整EBITA料介乎229.56億至245.09億元人民幣,較對上年度同期252.8億元人民幣,按年跌3%至9.2%,中位數238.36億元人民幣,按年跌5.7%。投資者將關注阿里巴巴藉低價策略拉動流量及商品交易總額(GMV)增長的效果,GMV與中國零售商業客戶管理(CMR)差距(即變現率)的變化、如何透過多種方式增加股東回報、公司股份回購及派息指引。瑞銀預期投資者關注阿里客戶管理收入展望,國際電商業務,在加大淘天集團及國際電商業務投資下的盈利率狀況,以及股份回購計劃。 下表列出13間券商對阿里巴巴(09988.HK) 評級及目標價: 券商│投

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