【汇丰研究:维持阿里“买入”评级及目标价176美元】金十数据6月3日讯,汇丰环球研究发表报告表示,商务部国际贸易经济合作研究院估计,到2030年,即时购物将为国内带来2万亿元人民币的增量市场机会。阿里巴巴(BABA.N)计划积极扩大市场份额,充分利用淘宝与品牌/商家的强大关系、饿了么的配送网络和算法,以及第三方营运数据。饿了么和淘宝已实现超过4000万的日均订单(食品和其他即时零售),对比对手京东为日均2500万。该行维持阿里“买入”评级及目标价176美元。
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