《大行報告》中銀國際降阿里(BABA.US)目標價至118.36美元 料內地客戶管理業務承壓
中銀國際發表報告指,即使阿里巴巴(BABA.US)商品交易總額(GMV)受惠季節性及商戶活動活躍,但料內地客戶管理業務承壓。跨境交易保持活躍,有助推動物流服務。該行預料公司管理層捉緊人工智慧技術創造的商機,不斷簡化公司業務。
該行預料,阿里在2024財年第三財季收入按年升3.3%至2,560億元人民幣,又指即使儘管淘寶銷售額增加抑制內地客戶管理業務復甦,但見到成本優化和幾乎全面提高營運效率等情況持續。該行表示,將公司在2024年至2026年的各年銷售預測分別下調1%、5.1%及6%,調整後盈利預測則分別下調0.5%、降0.6%及降3%。
中銀國際將阿里巴巴(BABA.US)目標價由132美元下調至118.36美元,維持其評級為「買入」。(ca/w)
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