You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大摩:阿里(BABA.US)CEO吳泳銘領導兩核心業務 顯示協同價值潛力
摩根士丹利發表研究報告指,阿里巴巴(09988.HK)(BABA.US)宣布人事調動,集團首席執行官、淘天集團董事長吳泳銘將接替戴珊,兼任淘天集團首席執行官一職,而戴珊將協助籌建阿里巴巴集團資產管理公司,作為阿里變革後新業務職能。預期吳泳銘統籌淘天及阿里雲兩大核心業務,具協同價值潛力,予「與大市同步」評級,美股目標價為90美元。 大摩又指,阿里成立新資產管理公司旨在持續優化資本回報率及提升股東價值,呼應集團第二財季業績中提到的對非核心資產進行貨幣化及削減計劃。 該行認為,阿里的非核心資產可能包括資產負債表上價值670億美元的投資,以及旗下多項子業務包括高鑫零售(06808.HK)、阿里健康(00241.HK)、靈犀互娛、銀泰商業、智慧資訊平台(主要是夸克和UCWeb)、飛豬以及釘釘等;又指阿里近日已減持於小鵬(09868.HK)(XPEV.US)及快狗打車(GOGOX)(02246.HK)的持股,關注其資產管理的進一步發展。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account