阿里-W(09988.HK) (BABA.US) 将于今日(15日)公布截至3月底止2025财年第四季度业绩，摩根士丹利发表研究报告指，憧憬阿里将受惠于中国强劲的AI推理需求，预料即将公布的云业务收入增长表现，可成为下一个股价催化剂。
大摩估算，若阿里云上季收入增长17%至20%，可驱动股价上扬1%至3%，假如收入增幅达到20%至25%，股价潜在上行空间达3%至8%。但如果云业务收入增幅逊预期，只有约13%至17%，大摩则预测阿里股价或会下跌最多5%。
大摩目前给予阿里美股目标价180美元，评级为“增持”。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-14 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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