花旗发表研究报告指,随着消费者行为转变,阿里-W(09988.HK) (BABA.US) 将饿了么和飞猪合并为中国电商事业群,并加强促销补贴以推动交叉销售协同效应。该行预计阿里6月底止2026财年首季的集团EBITA/淘天集团EBITA将分别按年倒退15%和18%,而明年3月底止2026财年则分别倒退11%及18%。该行将阿里H股和美股目标价分别下调至144港元和148美元,维持“买入”评级,...
Source Link花旗发表研究报告指,随着消费者行为转变,阿里-W(09988.HK) (BABA.US) 将饿了么和飞猪合并为中国电商事业群,并加强促销补贴以推动交叉销售协同效应。该行预计阿里6月底止2026财年首季的集团EBITA/淘天集团EBITA将分别按年倒退15%和18%,而明年3月底止2026财年则分别倒退11%及18%。该行将阿里H股和美股目标价分别下调至144港元和148美元,维持“买入”评级,...
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