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.
大行評級丨小摩:利淡因素已反映,重申阿里“增持”評級,建議趁回調吸納
格隆匯 05-16 14:57
阿里巴巴(9988.HK)上日公佈業績,業績後在美股已急瀉,摩根大通認為利淡因素已反映,重申“增持”評級,更建議趁回調吸納。報通報吿指出,阿里股價急挫因雲業務毛利率按季下滑,同時本地生活業務虧損擴大,同時按季資本開支下滑,或預吿缺乏AI晶片下,令AI業務前景存有不確定性。不過,摩通認為應趁阿里股價弱勢收集,因閃購投資及食物配送業務正以合理速度進行,加上內地網購業務穩定,以及業務變現能力正在加強,配合AI在工業及企業需求提升,估計雲業務增長會加快。有見及此,摩通續予阿里“增持”評級,目標價165港元不變。
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