东亚证券发表研究报告,预测阿里-W(09988.HK) (BABA.US) 截至今年6月底止2026财年首季度经调整EBITA将按年增长13%,预料云业务将继续成为增长亮点,阿里云收入预料按年增长23%,相信投资者将关注集团会否持续加大资本支出以支持云业务的算力需求增长。该行目前预测阿里首财季GMV及客户管理收入(CMR)将延续上季的稳健表现,分别录得约5%及11%按年增长,主要受惠于国家消费品...
Source Link东亚证券发表研究报告,预测阿里-W(09988.HK) (BABA.US) 截至今年6月底止2026财年首季度经调整EBITA将按年增长13%,预料云业务将继续成为增长亮点,阿里云收入预料按年增长23%,相信投资者将关注集团会否持续加大资本支出以支持云业务的算力需求增长。该行目前预测阿里首财季GMV及客户管理收入(CMR)将延续上季的稳健表现,分别录得约5%及11%按年增长,主要受惠于国家消费品...
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