大摩:維持阿里巴巴(9988.HK)“增持”評級 目標價245港元
大摩發佈報告稱,維持阿里巴巴(9988.HK)“增持”評級,目標價245港元。
該行稱,阿里巴巴將專注於內地發展中地區的增長及面向企業的業務,相信阿里能處於有利位置去捕捉長期持續增長的機會。
該行認為,對於阿里的實物電子商務及本地服務而言,在發展中地區取得市場率成為其中一個優先選項,當中實物電子商務方面,公司看到在品牌及OEM產品的多元化需求,阿里較同業去捕捉這些機會更為有利,因其擁有多元化的產品組合、全渠道生態系統、多渠道資源及客户關係管理。

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