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美股異動|阿里巴巴盤前漲超7% 機構預期第四財季業績表現穩健
阿里巴巴(BABA.US)盤前漲超7%,報106.44美元。消息面上,麥格理重申阿里巴巴“買入”評級,H股目標價上調至176.3港元,預期截至今年3月底止第四財季業績表現將穩健,核心業務料按季改善,隨着廣告技術改進,商業化比率預期可持續提升。花旗重申阿里巴巴“買入”評級,預期阿里第四財季客戶管理收入(CMR)表現平穩,在增收商家服務費及全站推滲透率提升帶動下,貨幣化比率提高,CMR增長勢頭預期持續,雲業務收入增長亦可能會繼續加快。摩根士丹利維持阿里巴巴“增持”評級,目標價180美元,仍看好公司是AI的主要受惠者。大摩預計阿里第四財季客戶管理收入的增幅將繼續跑贏商品成交額的增長,雲收入加速至18%。(格隆匯)
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