银河联昌:蚂蚁暂缓上市对阿里(9988.HK)影响有限 维持增持评级
银河联昌发表研究报告指,蚂蚁集团(6688.HK)暂缓上市对阿里巴巴(9988.HK)影响有限,中国消费信心的强劲复苏以及双11购物节健康增长的网络成交额,将是公司的短期催化剂。该行维持对阿里的增持评级和338港元目标价。
该行指,蚂蚁集团线上支付业务不太会受到金融科技法规变化的影响,同时测算阿里巴巴的核心商业业务佔到现有估值水平的86%。

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