《大行》中银国际指阿里(09988.HK)重仓布局达成中长期目标 维持“买入”评级

阿斯达克财经
Yesterday

中银国际研报指,阿里巴巴-W(09988.HK) 2026财年第三季度总收入按年增长2%,经调整EBITA为234亿元人民币(下同),分别低于市场预期2%及25%。其中核心中国电商CMR按年微增1%,闪购电商收入按年增长56%,云收入持续加速按年增长36%。该行看到公司坚定其加大投入的举措,来完成其对AI和云业务以及闪购业务的中长期目标,即1)在2031财年外部云业务超过1,000亿美元收入规模(...

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