美股異動|阿里巴巴大升超7% 持續獲機構唱好
阿里巴巴(BABA.US)大幅上升超7%報115.47美元。消息上,近日持續獲機構唱好。招銀國際發表研究報吿指,預計阿里巴巴截至今年3月底止第四財季的收入增長及經調整EBITA均符合預期。花旗則表示,阿里巴巴截至今年3月底止2025財年第四季度客户管理收入(CMR)預期表現平穩,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。瑞銀髮布研報稱,預測阿里巴巴-W今年3月底止上財年第四財季收入同比升5%至2,320億元人民幣,當中淘天集團毛交易總額料同比升4.6%,受惠以舊換新補貼,以及淘天集團策略轉向毛交易總額增長。(格隆匯)

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