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《大行報告》摩通上調阿里-SW(09988.HK)目標價至140元 評級「增持」
摩根大通發表報告表示,雖然存在宏觀環境不確定性,但認為有關因素已反映投資者預期,相信阿里巴巴(09988.HK)的成本優化措施將繼續推動未來幾個季度的利潤增長。 該行預計,阿里利潤增長率在上財季見底,並將在明年3月底季度加快至按年增長35%以上,驅動因素包括高利潤的國內電商收入恢復,以及大量業務的成本優化。該行上調其2023至2024財年每股盈利預測分別7%及5%,目標價由135元升至140元,評級「增持」。
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