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《大行報告》野村:阿里(09988.HK)CFO稱雲業務和菜鳥下年度扭虧轉盈
阿思達克 10-05 10:23
野村發表研究報告指,阿里巴巴(09988.HK)(BABA.US)首席財務官武衛透露雲業務和菜鳥可望於2021年度扭虧轉盈,認為菜鳥扭虧為預期之內,但雲業務則令人感到驚喜,維持「買入」評級及目標價309美元。

報告指出,菜鳥的盈利能力市場已有所預期,過去幾個季度虧損不斷收窄,但是長期徘徊在收支平衡的雲業務可望扭虧是意料之外,認為其收入組合正不斷改善,上半年有55%收入來自更先進的高利潤增值服務,有助於其擺脫IaaS市場的激烈價格競爭。

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