《大行报告》野村:阿里(09988.HK)CFO称云业务和菜鸟下年度扭亏转盈
野村发表研究报告指,阿里巴巴(09988.HK)(BABA.US)首席财务官武卫透露云业务和菜鸟可望於2021年度扭亏转盈,认为菜鸟扭亏为预期之内,但云业务则令人感到惊喜,维持「买入」评级及目标价309美元。
报告指出,菜鸟的盈利能力市场已有所预期,过去几个季度亏损不断收窄,但是长期徘徊在收支平衡的云业务可望扭亏是意料之外,认为其收入组合正不断改善,上半年有55%收入来自更先进的高利润增值服务,有助於其摆脱IaaS市场的激烈价格竞争。
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