大行評級|中銀國際:上調阿里巴巴目標價至151美元 AI雲成為焦點
中銀國際發表研究報吿指,阿里巴巴受惠於佣金率(Take rate)和軟件服務費回升,帶動客户管理收入(CMR)加快增長,上季業績表現勝於預期。該行表示,阿里AI雲將成為焦點,集團未來對AI雲的投資,表明公司有信心在需求激增的情況下保持其在AI雲領域的領先地位。該行考慮到受AI支持的所有業務均有較高增長,重申集團“買入”評級,目標價由103.9美元上調至151美元。
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