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《大行報告》富瑞:阿里(09988.HK)戰略目標已定 釋放協同效應和價值
富瑞發表研究報告指,阿里巴巴(09988.HK)行政總裁兼淘天集團董事長吳泳銘將兼任淘天集團行政總裁,預期淘天及阿里雲在他領導下,可進一步釋放協同效應並推動人工智慧創新。另外,淘天集團原首席執行官戴珊將協助籌建阿里巴巴集團資產管理公司。該行預計,集團將重點放在非核心資產管理,以增加股東的資本回報。相信公司為不同業務部門設定三年戰略目標後,這些措施可以進一步釋放協同效應和價值。 該行表示,阿里的三年計劃中提到,淘天集團要優先考慮用戶增長、生態系統和AI技術等,公司需要在價格競爭力、保留用戶和獲取新用戶方面進行投資。阿里雲則要專注建立「AI時代最開放的雲端」;菜鳥的三年目標是加快發展智慧物流網絡,做強跨境電商,支持國際業務;本地服務方面,3年目標包括在To C和To B細分市場的不同業務中使用基於位置的服務等。富瑞給予阿里「買入」評級,目標價140元。
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