《大行報告》野村上調阿里(BABA.US)目標價至138美元 評級「買入」
野村發表報告,預期阿里巴巴(BABA.US)截至去年12月底止的2023財年第三季的中國電商收入,將按年下跌9%,較市場預期的跌7%為差,主因季度合併實物商品交易總額(淘寶及天貓)按年倒退5%。
該行假設集團上季商品交易總額的跌幅按季擴大,主要由於10月及11月內地擴大疫情封鎖,快遞員感染個案飆升導致物流中斷,以及費者信心冷淡。因此,野村預計阿里上季中國電商收入按年下降2%,差於市場預期的按年僅跌0.5%,但另一方面集團的收益或意外錄得上升。
野村上調阿里美股目標價,由110美元升至138美元,評級維持「買入」。
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