《大行報告》高盛:阿里(09988.HK)首財季收入和盈利勝預期 確信「買入」看130元
高盛發表研究報告指,阿里巴巴(09988.HK)截至6月底止首財季收入及盈利勝預期,淘寶天貓集團客戶管理收入(CMR)按年增長10%,高於該行及市場預期的中至高單位增幅水平,國際數字商業、本地生活、菜鳥收入強勁增長,虧損大幅收窄。
展望未來,高盛預計投資者將關注近期國內消費趨勢、9月底止第二財季CMR及平台成交總額(GMV)前景等,對阿里給予確信「買入」評級,目標價130元。
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