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大行評級丨大摩:預計阿里巴巴第四財季雲收入增長表現將成爲股價催化劑

摩根士丹利發表研究報告指,阿里巴巴即將公佈截至3月底止2025財年第四季度的業績,憧憬阿里將受惠於中國強勁的AI推理需求,預料雲業務收入增長表現,可成爲下一個股價催化劑。大摩估算,若阿里雲上季收入增長17%至20%,可驅動股價上揚1%至3%,假如收入增幅達到20%至25%,股價潛在上行空間達3%至8%。大摩目前給予阿里美股目標價180美元,評級爲“增持”。

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