【里昂:料即时零售投资拖累阿里巴巴-W(09988.HK)首财季 下调评级至“跑赢大市”】智通财经APP获悉,里昂发布研

智通财经
Jul 23, 2025
【里昂:料即时零售投资拖累阿里巴巴-W(09988.HK)首财季 下调评级至“跑赢大市”】智通财经APP获悉,里昂发布研报称,将阿里巴巴-W(09988,BABA. US)投资评级从“确信-跑赢大市”下调至“跑赢大市”。报告指,阿里截至6月底止首财季收入同比增速预料放缓至2.4%,主要受到高鑫零售(06808.HK)及银泰百货剔除合并报表影响,撇除相关因素后,预料收入将增长约10%,当中淘天CMR料稳定增长约10%,国际零售业务及云业务收入料分别增长约20%及22%。

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