摩根士丹利下调阿里巴巴目标价 因外卖及闪购业务投入拖累短期盈利

观点网
10 Jul

观点网讯:7月10日,摩根士丹利下调阿里巴巴目标价至150美元,因外卖及闪购业务投入拖累短期盈利,第一季度投入约100亿元。该下调凸显阿里短期盈利压力,预计第二季度投入或翻倍至200亿元,淘天与本地生活EBITA同比跌超40%。摩根士丹利指出,这或为投入高峰,因阿里已宣布500亿元补贴计划,同时京东增长动能放缓。公司仍看好AI赋能潜力,维持电商偏好阿里>美团>京东。展望第一季度,阿里云收入同比增长...

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