中信证券:予阿里巴巴-W“买入”评级 闪购业务稳态盈利贡献可达183亿元

智通财经
Sep 23

公司强调提升规模后优化效率,UE改善趋势明确下,该行预计闪购业务稳态盈利贡献可达183亿元。中信证券发布研报称,予阿里巴巴-W(09988)“买入”评级。2025年2月以来,公司三大平台布局升级,以外卖切入即时零售赛道。外卖业务作为高频刚需流量入口,能够有效拉动本地生活及电商业务,助力平台占领未来零售业态竞争制高点。阿里巴巴“一个淘宝”战略升级,组织架构协同调整,会员权益全面打通。闪购上线后,用户...

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