汇丰:阿里会继续为“外卖大战”烧钱,但股价调整已经到位

华尔街见闻
10 Jul

“外卖战”愈发激烈,阿里继续“烧钱”模式。据追风交易台消息,汇丰最新研报显示,阿里将在未来几个季度继续加大即时零售(Insta)和外卖业务(FD)投资。虽然阿里将大幅投资外卖和即时零售业务拖累短期盈利,但这些因素已基本反映在股价中,云计算业务保持强劲增长势头,AI领域领先地位为长期价值提供支撑。该行依然维持阿里巴巴买入评级,但将目标价从176美元下调至150美元,较当前股价107.99美元仍有...

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