《大行報告》大摩相信阿裏(09988.HK)技術及基建仍是內地經濟數字化重要推動力
摩根士丹利發表研究報告指,阿裏巴巴(09988.HK)(BABA.US)的技術和基礎設施仍然是推動中國經濟在商業和科學領域數字化的重要力量,預期在合作夥伴生態系統支持下,垂直應用仍然是未來投資的關鍵領域。
報告指出,阿裏雲定位爲中國的關鍵技術開發商和數字化推動者。在「雲棲大會」上,阿裏雲和嘉賓講者展示予雲計算技術及基礎設施近年如何促進企業數字化,並賦能中國廣泛生命科學發展。
集團宣亦布推出使用5納米工藝的自研通用伺服器晶片「倚天710」,在性能和能效方面超過其他頂級服務器處理器20%及50%,而芯片將在雲內部使用,符合中國本土化發展目標,可以長期減少對進口的依賴。
大摩又指出,阿裏多年來積累數據處理能力,未將來專注發展開源、雲原生和低程式碼開發,並將繼續爲開源社區做出貢獻,核心電子商務變現加快推動盈利增長,企業數字化加速亦帶動雲收入增長,預期業務雲邊際擴張趨勢更強勁,予「增持」評級,美股目標價220美元。(gc/u)
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