智通财经APP获悉，花旗发布研报称，基于强劲的AI布局，维持阿里巴巴-W(09988)“买入”评级。由于2026财年第四季的客户管理收入已回升至6%以上的增长，且EBITA持续改善，加上云端营收增长加速的假设，该行将阿里目标价由195港元升至199港元，(BABA.US)目标价由197美元上调至200美元。
阿里2026财年第三季表现逊预期，但管理层充满信心地阐述，随着外部云端营收在2026年2月突破1000亿人民币，预期AI与云端营收将在5年内突破1,000亿美港元，这意味着在MaaS平台与企业解决方案的驱动下，年复合成长率将超过40%。
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