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《大行报告》高盛下调阿里巴巴(09988.HK)目标价至321元 维持在确信买入名单
阿思达克 05-17 14:46
高盛发表报告表示,阿里巴巴(09988.HK)去年度商品交易额达1.2万亿美元,内地及海外年度活跃消费者分别为8.91亿及2.4亿个。除了监管问题外,管理层致力於将其增加之利润投资到核心战略领域,例如用户获取/参与、商户支持、供应链能力及技术创新等方面。

该行又指,基於上述因素,将阿里2022年度非公认会计准则经营溢利预测下调636亿元人民币,至1,544亿元人民币,相信公司中国零售市场年度活跃消费者於本财年将达到10亿个的目标。

高盛下调其2022至2023财年收入预测各1%,非公认会计准则纯利各下调24%,目标价由340元降至321元,维持在确信买入名单。

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