阿里巴巴盘前涨超5% 机构指即时零售布局 长期战略价值有望逐步释放

金吾资讯
15 Jul

金吾财讯 | 阿里巴巴(BABA)盘前涨超5%,截至发稿,报114.50美元。消息面上,国信证券指出,阿里巴巴短期加大即时零售布局对利润端造成压力,但长期来看有利于电商用户粘性和购买频次提升,重塑淘宝用户心智。报告小幅调整公司FY2026-FY2028收入预测至10623/11490/12174亿元,调整幅度为+1.0%/+2.2%/+0.8%,主要考虑闪购业务单量快速增长带来的收入增加;经调净利...

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