《大行报告》摩通首予阿里巴巴(009988.HK)「增持」评级 目标价310元
摩根大通发表报告,开始追踪阿里巴巴(009988.HK)股份并首予「增持」评级,目标价310元。该行相信阿里股价自罚款令下达後将开始回复,罚款金额及相关条件亦与市场预期相符,相信意味着其电商业务的监管风险告一段落。虽然在事件後,部份商户找倾向与阿里以外的电商平台合作,惟该行相信风险可控,料影响仅占其明年每股盈利预测之4%。该行相信以下因素将推动阿里股价正面发展,包括重组金融科技业务及用户增长加速。
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