《大行報告》高盛料阿里巴巴(09988.HK)可如期復甦 輕微上調目標價至276元
高盛發表報告表示,維持對阿里巴巴(09988.HK)「買入」評級及「確信買入」名單,主因其6.18交易額達6,982億元人民幣,相當於京東(09618.HK)2.6倍,亦約達今年第二季交易總額預測之39%,顯示出集團第二季度的參與度、商品交易總額和收入增長率均有所回升,料其可如期復甦。
該行指,看好阿里巴巴前景的因素還包括軟銀之憂慮消除,認為其目前估值處便宜的水平;今年以來股價表現跑輸中概股之16%升幅,料阿里有望於8月「染藍」等等,因此將其在本港目標價由273元上調至276元。
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