摩根士丹利上调阿里巴巴ADR目标价 看好其云计算业务增长前景

格隆汇
Sep 29, 2025

格隆汇9月29日|受资本支出增加、模型升级、战略合作伙伴关系拓展及国际扩张加速推动,摩根士丹利基于对阿里巴巴云计算业务增长预期的上调,提高了其美国存托凭证(ADR)的目标价。摩根士丹利将阿里巴巴ADR目标价从165美元上调至200美元,维持 “增持” 评级。包括Gary Yu在内的分析师在报告中表示:“在云栖大会之后,我们对阿里云的前景愈发看好”。鉴于云计算业务增长加速及核心业务持续增长,将...

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