招银国际发表研究报告,基于总和估值法(SOTP),将阿里巴巴的目标价从141.2美元上调至158.8美元,反映中国电商集团(ACEG)更乐观的业务发展前景,及云智能集团(CIG)因收入增长前景改善而提升的估值,目标价相当于2026财年、2027财年非公认会计准则市盈率20倍及16倍,评级“买入”。该行对其2026财年收入预测基本不变,但将2027、2028财年收入预测上调1%及3%,非公认会计准则净利润预测各上调2%。
招银国际发表研究报告,基于总和估值法(SOTP),将阿里巴巴的目标价从141.2美元上调至158.8美元,反映中国电商集团(ACEG)更乐观的业务发展前景,及云智能集团(CIG)因收入增长前景改善而提升的估值,目标价相当于2026财年、2027财年非公认会计准则市盈率20倍及16倍,评级“买入”。该行对其2026财年收入预测基本不变,但将2027、2028财年收入预测上调1%及3%,非公认会计准则净利润预测各上调2%。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.