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.
研報掘金|招商證券:上調阿里巴巴目標價至165港元 爲AI轉型浪潮的主要受益者
格隆匯 02-24 10:33

招商證券發表研報指,阿里巴巴截至去年12月底止第三財季收入按年增長8%,較市場預期高1%;經調整EBITA恢復增長,錄按年增幅4%;Non-GAAP淨利潤按年增長7%,亦較市場預期高11%。當中淘天集團的增長加速主要來自CMR按年增長9%及批發業務增長24%的帶動。

該行指,阿里正加強投資以捕捉AI激增的需求,憑藉其全系AI產品,相信阿里巴巴仍是中國AI轉型浪潮的主要受益者,可全力迎接新AI機遇,預測2025/26財年雲收入將按年增長11%及21%,並將2025至2027財年集團總收入預測上調0%至2%,預測2025財年股東回報比率達約5%,將目標價上調至165港元,評級“買入”。

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