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《大行》大華繼顯升阿里(09988.HK)目標價至98元評級「買入」 @ 2024-05-17T Back Hot News
Keyword:微軟 中國 員工
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#大行報告#大行炒D乜#騰訊#00700#阿里巴巴#09988#新秀麗#01910#晨星#花旗#中信里昂#德銀#摩通#麥格理#中金#野村#高盛#大和#匯證#大摩#中銀國際#富瑞
至於阿里巴巴首季業績遜預期,仍獲個別大行調升目標價,匯豐、高盛分別將阿里ADR目標升至115和103美元。匯豐預期2025財政年度,GMV增速由3%加快至6%,國際電子商貿和雲業務增長均可達標,管理層亦承諾繼續增加投資者回報,均為股價帶來支持。高盛就指股東回報政策,及即將完成雙重主要上市轉換,將為阿里的股價提供下行保護。
《大行》阿里巴巴(09988.HK)投資評級及目標價(表)(更新)
《大行》招銀國際降阿里(BABA.US)目標價至124.9美元 評級「買入」
大行料阿里巴巴電商市占率將有所回升。(資料圖片)
《大行》大華繼顯升阿里(09988.HK)目標價至98元 評級「買入」
阿里巴巴(9988)上季業績收入增長勝預期,但經調整利潤遜預期,大行亦預期淘天集團變現的時間將較預期慢。大摩認為,阿里股價疲弱反映淘天集團變現前景及盈利增長缺乏能見度,投資者需更耐心等待,維持目標價85美元及「與大市同步」評級不變。
大行報告 | 騰訊/阿里巴巴/新秀麗績後點部署?一表羅列大行最新評級目標價

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