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《大行报告》大摩相信阿里(BABA.US)股价60日内将升 评级「增持」
阿思达克 04-13 09:52
摩根士丹利发表报告表示,阿里巴巴(09988.HK)(BABA.US)因在网络平台实施「二选一」垄断行为遭罚款28亿美元,认为判罚决定消除了阿里在监管上所面对的不明朗因素,而有关因素一直对股价带来压力。

报告引述阿里管理层指,上述罚款对公司业务的影响轻微,且除了并购以外,目前无任何未完成的调查。管理层补充,阿里将继续在商户支持方面进行投资,但与在低线城市的其他战略投资相比,这些投资相对较小,并应为商户创造更多价值,从而提高商户的保留率。

该行预计,阿里美股股价於未来60日将会上升,且机会率高逾80%,予其「增持」评级及目标价为300美元。

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