《大行報告》高盛升阿里(09988.HK)目標價至352元 繼續看好多引擎增長策略
高盛發表報告指,阿里巴巴(09988.HK)次季收入表現符預期,按非通用會計準則經攤薄每股盈利增長強勁。按非通用會計準則營運溢利分別較該行及市場預期高出2%及1%。管理層預期過投資新業務模式、提升用戶體驗,及增加低端城市滲透,可進一步釋放中國零售電商平台增長潛力。
該行持續看好阿里的多引擎增長模式,包括新零售、雲計算、本地服務及國際零售業務等,港股及美股目標價分別上調0.5%至352元及362美元,維持「買入」評級並為確信買入名單。
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