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《大行报告》汇丰研究下调阿里巴巴(09988.HK)今明两财年盈利预测15%及9% 反映投资趋升因素
阿思达克 05-14 14:32
汇丰研究发表圾告指,阿里巴巴(09988.HK)管理层对2022年度收入指引是高於9,300亿元人民币,并透过投资多元策略,目标净增加1亿用户。汇丰维持阿里「买入」评级,ADR目标价由300美元降至288美元,港股目标价亦相应由293元降至281元。

该行指,公司计划增加3方面投资,包括用户、社区团购、商家支持等。预期2022年度,经调整EBITDA率降5.8个百分点至18%,同时降2022年至23财年盈利预测分别15%及9%。

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