摩根士丹利:电商价格战或三季度见顶,首推阿里巴巴

DoNews
Jul 24

摩根士丹利最新研究报告认为,中国互联网行业价格竞争可能在今年第三季度达到顶峰,随后相关补贴有望逐步减少。目前监管机构已高度关注该趋势,但是否会出台更严格限制措施仍不确定。在电商板块中,摩根士丹利维持对阿里巴巴、美团、京东的偏好排序,并将阿里巴巴列为最看好的投资标的。报告指出,阿里巴巴云业务的加速增长将成为其股价的重要推动力。同时,随着英伟达H20芯片恢复对华销售,预计阿里巴巴在2026财年下半年的...

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