解讀 | 阿里巴巴-SW升超3%創新高，近期迎來多重利好
uSMART友信智投8月25日消息，週二港股，阿里巴巴-SW延續昨日的強勁表現，截至9:55分，阿里巴巴-SW升3.56%，市中最高觸及274.4港元，股價再度創下歷史新高。
隔夜美股阿里巴巴上升3.84%，為近七周最大升幅，創下276.97美元紀錄高位。
阿里巴巴近期迎來多重利好：Q1業績表現超預期，螞蟻集團IPO在即，獲納入恒生指數。
Q1業績表現超預期，斬獲華爾街最高目標價
8月20日港股市後，阿里公佈了集團2021財年的第一份成績單：營業收入同比增長34%，經調整EBITDA同比增長30%，整個淘系的月活還在繼續增長，天貓實體GMV同比增長27%，所有主要類別的增長速度相比疫情之前，基本持平甚至更快。
業績凸顯優勢，阿里巴巴斬獲華爾街最高目標價，Susquehanna將美股阿里巴巴目標價從275美元上調至350美元。
Susquehanna稱，阿里巴巴“繼續稱霸中國電子商務”，疫情大流行“可能已將某些用戶的購買習慣轉變為線上”，這將進一步鞏固公司的市場地位。
阿里巴巴繼續擁有“巨大的長期增長機遇”，維持正面評級。
螞蟻集團IPO加速
浙江證監局8月24日晚間披露，中金公司與中信建投關於螞蟻科技集團股份有限公司（以下簡稱“螞蟻集團”）科創板上市的輔導工作已全部結束，並於8月21日晚間正式向浙江證監局遞交輔導工作總結報告。
8月24日稍晚些時候，中國證監會官網國際部頁面同樣更新審批進度詳情，關於螞蟻集團境外首次公開發行股份的審批於8月24日已獲受理，3天前（8月21日），證監會接收到螞蟻集團的審批材料。
換言之，螞蟻集團“A+H”股上市正在全速推進過程中。
獲納入恒生指數，9月7日正式生效
阿里巴巴-SW將於正式9月7日加入恒生指數，屆時可能會吸引更多的機構投資者。中金分析師王漢鋒等曾指出，恒生指數中，阿里巴巴預計將出現9.9億美元的被動資金流入。
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