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盤中異動 | 阿裏巴巴-SW盤中下跌3%,報於115.5港元

2022年1月25日15時9分,阿裏巴巴-SW(HK09988)盤中下跌3%,報於115.5港元,成交額達35.48億港元,換手率達到0.14%。

1月25日訊,招銀國際發研報指,該行預計中國的雲計算市場將在2022年復甦,華爲雲將繼續從阿裏雲/騰訊雲獲得份額,現在的雲計算市場需求是由企業/政府上雲的需求帶動,而華爲雲在這方面比較有優勢。在IDC方面,該行認爲電費成本上升仍然是IDC面對最大的風險。該行將萬國數據21-23財年的調整後EBITDA下調2-5%,以反映隨着綠電使用增加而產生的更高電費成本。該行將金山雲21-23財年收入下調5-9%,考慮到其市場份額的損失(客戶主要是互聯網公司)。在雲計算企業中,相比金山雲(市場份額下降),該行更看好中軟(受益於華爲雲),萬國數據(阿裏雲資本支出反彈)。

1月24日,美銀證券:重申阿裏巴巴-SW(09988)“買入”評級,目標價降至198港元。1月18日,高盛:維持阿裏巴巴-SW(09988)“買入”評級,目標價降8%至192港元。1月18日,安信證券2022年互聯網投資策略:擁抱監管新常態,探尋細分賽道增長機遇。

最新的財務數據顯示,公司於2021年3季度,營業收入4064.3億人民幣,淨利潤462.12億人民幣;營業收入同比增加31.61%,毛利潤同比增加13.59%,淨利潤同比減少36.66%。

盈立趨勢長盈模型最近一次交易信號,2022年1月21日出現觀望信號,觸發價格爲127.1港元(信號僅供參考)。

uSMART智能寫手的信息、數據均來自媒體公開報道,智能寫手不能保證其完全準確,內容僅供參考,不構成投資建議。

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