《大行報告》摩通:阿里(09988.HK)反壟斷調查結案 料股價反應正面
摩根大通發表報告表示,對於阿里巴巴(09988.HK)被中國市監總局認定集團違反《反壟斷法》規定,責令集團停止違法行為,並處以182.28億元人民幣罰款的事宜,相信阿里股價對此反應正面,因此將結束投資者對阿里核心商業監管風險的擔憂。
報告又指,雖然阿里的商業慣例將有所改變,部分商家可能開始更積極地參與其他電商平台,但該行認為,對阿里的財務影響是可控的,重申其「增持」評級,且為該行行業首選,目標價為320元。
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