大行評級|傑富瑞:阿里策略明確釋放各業務潛力 予“買入”評級及目標價137港元
傑富瑞發表研究報吿指,阿里巴巴已經制定了明確的策略,並具有穩固執行能力,可釋放各業務潛力。就淘天集團而言,該行預期9月底止次財季GMV和CMR的按年增長差距將會收窄。連同與微信支付的協同效應,將釋放年輕用户和低線城市用户的上升潛力。該行又預期阿里國際數字商業集團的效率將有所改善,而穩固的人工智能需求將帶來雲端效益。該行預計,集團對淘天集團的88VIP投資將會增加,而阿里國際數字商業集團及其他業務的基本面將得到改善。該行予阿里“買入”評級,H股目標價為137港元。
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