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《大行報告》大摩相信阿里巴巴(BABA.US)股價60日內將升
摩根士丹利發表技術研究報告,指阿里(BABA.US)股價在未來60日有望上升,發生此概率料逾80%,主要是該股近期有所回落,令短期內其估值更有說服力。 該行指出,受惠於內地消費復甦,令其客戶管理收入出現拐點,同時公司公布透過企業重組,釋放阿里的價值,因此該行認為這將改變市場的看法,並以分類加總(SOTP)的方法估值。 該行表示,視阿里為內地重開的主要受惠者之一,以及成為吸引全球投資者流入內地的代表。該行給予其美股目標價為150美元,以及其評級為「增持」。
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