高盛:料阿里巴巴(9988.HK)將重新審視整體願景和戰略 評級"買入"
高盛發研報指,阿里巴巴將於今天至明天舉行投資者日,預期該公司將重新審視並重申其整體願景和戰略,並提供個別業務線的更新和藍圖,當中在三大戰略支柱,即國內消費、全球化及雲計算中,希望管理層能夠應對競爭、市場份額和利潤率。該行予其“買入”評級,目標價209港元。
高盛預期,阿里將提出潛在的新戰略舉措,重新審視平台的商家主張,並改變消費者行為。另外亦關注宏觀環境復甦對中國市場的增長前景、行業競爭、商家的津貼及支持、新業務的進展、本地客户綜合化及菜鳥物流的擴展。另外,高盛又預期看到海外商務的策略、菜鳥本地的新業務及倉儲量等。

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