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大和:料業務將強勁反彈 上調阿里(9988.HK)目標價至260港元
格隆匯 02-17 13:32

大和發表研究報告指出,儘管新冠肺炎疫情仍有不確定性,但隨着供應鏈上的公司逐步復工,預計阿里巴巴(9988.HK)業務將出現強勁反彈,輕微上調其H股目標價4%至260港元。疫情爆發增加了對線上生鮮產品和雜貨的需求,長遠看可能重塑中國消費者的購物行為,對阿里的新零售投資利好,同時公司在雲服務市場亦有增長潛力。

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