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高盛:料阿里巴巴(9988.HK)将重新审视整体愿景和战略 评级"买入"
格隆汇 12-16 17:14

高盛发研报指,阿里巴巴将于今天至明天举行投资者日,预期该公司将重新审视并重申其整体愿景和战略,并提供个别业务线的更新和蓝图,当中在三大战略支柱,即国内消费、全球化及云计算中,希望管理层能够应对竞争、市场份额和利润率。该行予其“买入”评级,目标价209港元。

高盛预期,阿里将提出潜在的新战略举措,重新审视平台的商家主张,并改变消费者行为。另外亦关注宏观环境复苏对中国市场的增长前景、行业竞争、商家的津贴及支持、新业务的进展、本地客户综合化及菜鸟物流的扩展。另外,高盛又预期看到海外商务的策略、菜鸟本地的新业务及仓储量等。

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