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大行評級|瑞銀:上調騰訊及阿里目標價 投資者或低估金融科技業務價值
瑞銀髮表中資金融科技股報吿,儘管短期內受到貿易衝突的壓力,但該行預計中資互聯網平台金融科技業務的毛利、淨利潤於2024年至2029年實現穩健的8%及9%年均複合增長率,這得益於潛在的政策刺激及監管收緊後的穩定。該行認為市場低估了金融科技業務對互聯網平台利潤增長的重要貢獻。該行上調了金融科技業務估值,因此提高了騰訊和阿里巴巴的2025年每股盈利預測和目標價,騰訊目標價由676港元上調至700港元,阿里巴巴目標價由176美元上調至180美元,評級均為“買入”。同時,該行重申對奇富科技和宇信科技的“買入”評級。
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