瑞银研究报告指,在内地电商公司中,最看好阿里巴巴,认为快速电商竞争缓解及H20芯片供应恢复,可能使投资者重新聚焦其AI事项。若执行成功,瑞银预期阿里巴巴的营运可实现显著价值(例如,国际数字商业集团AIDC)、TTG集团内部协同效应、蚂蚁集团及AI计划),对其评级“买入”,目标价为158美元。瑞银同时看好拼多多,认为其国内增长稳健,且下半年比较基数较低(因商家回馈2024年8月开始),投资者持仓较轻...
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