《大行》大摩:阿里(09988.HK)云业务增长加速成关键股价催化剂 评级“增持”

阿斯达克财经
Apr 09

摩根士丹利发表研究报告,预期阿里巴巴(09988.HK) 的云端业务增长势头将持续,2026财年第四财季增速可望达到40%以上,高于第三财季的36%。同时,客户管理收入(CMR)在可比基础上按年增长7%,较第三财季的1%显著提速。该行认为,云端业务加速是关键的股价催化剂,并将阿里巴巴视为首选股。报告指出,阿里巴巴近期上调云服务价格将带动短期增长,而模型即服务(MaaS)将成为长期主要增长动力,预计...

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