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《大行報告》大摩相信阿里(BABA.US)股價60日內將升 評級「增持」
摩根士丹利發表技術分析報告,相信阿里巴巴(BABA.US)美股股價60日內將升,發生機會率超過80%,予其股份「增持」評級,目標價150美元。 該行表示,看升阿里股價主要由於在中國消費復甦的背景下,集團的客戶管理收入(CMR)轉勢,加上非互聯網行業推動的雲收入重新加速,推動盈利有高質素增長,最新預測其2023至2026年經調整EBITA年均複合增長率為18%。 大摩又認為,目前的監管環境寬鬆,阿里巴巴的表現料將優於其他中資互聯網股,且其明年預測市盈率為11倍,除現金市盈率為9倍,估值很有吸引力。
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