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野村:料阿里(9988.HK)下半年進一步加大電商生態系統投資
格隆匯 07-10 15:30

野村發表研究報告,預料阿里巴巴(9988.HK)的天貓網站成交金額(GMV)在6月季度按年上升28%勝市場預期,而受惠GMV恢復及新廣告產品在本季度推出,客户管理收入料可按年上升22%。

野村表示,阿里巴巴下半年會進一步加大對電商生態系統的投資,包括擴張低端市場。該行指,雖然有關的投資能加速電商增長,但會為其電商業務的盈利能力帶來臨時的壓力。該行維持阿里巴巴2021財年預測不變,但分別上調2022財年的收入及每股盈利各3%。

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