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港股異動丨阿里巴巴升超4%,明日盤後公佈業績
港股科技股集體走強,其中,阿里巴巴(9988.HK)一度升4.39%報73.75港元。阿里巴巴將於2月7日港股盤後公佈12月底止第3財季業績。綜合市場分析,此次業績料有3個值得關注要點:1)淘天料受累宏觀,以及結構調整,分部收入放慢;2)國際數字商業(AIDC)預計繼續高增長,同時帶動主打物流的菜鳥;3)現時估值已引人入勝,自由現金流強勁,回購力度或可保持。根據彭博彙集,市場平均料阿里巴巴第3財季營收錄2617.06億元人民幣,同比增5.6%;經調整純利478.81億元,同比跌4.9%。

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