《大行報告》美銀證券上調阿里(BABA.US)目標價至156美元 評級「買入」
美銀證券發表報告,指阿里巴巴(BABA.US)(09988.HK)截至2022年6月30日止首財季收入大致符合預期,該行上調阿里2023-2025財政年度每股盈利預測,將阿里美股目標價由155美元上調至156美元,重申評級「買入」。
美銀證券表示,阿里巴巴成本節約措施的效果開始顯現,尤其是在其虧損舉措中。在收入方面,淘寶和天貓GMV增長在7月小幅提升,平均佣金率也有改善。
不過美銀證券指出,未來幾個月的消費能見度有限,國際貿易也受通脹、歐元貶值、俄烏戰爭、重新開放等宏觀經濟因素影響。雲業務經歷了傳統行業數字化的增長,但互聯網客戶需求減弱。
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