瑞银发表研究报告,预期阿里巴巴(09988.HK) 2026财年第四财季收入按年持平于2,370亿元人民币(下同)。该行预计中国电商EBITA约260亿元,受商户补贴(列作收入抵减)影响,CMR增长受压,惟不影响EBITA。报告指,云业务收入预计按年增长40%,受惠外部需求持续强劲。国际商业收入预计按年增长5%,亏损收窄。然而,该行估计阿里其他业务(包括AI相关投资)EBITA亏损预计扩大至200...
Source Link瑞银发表研究报告,预期阿里巴巴(09988.HK) 2026财年第四财季收入按年持平于2,370亿元人民币(下同)。该行预计中国电商EBITA约260亿元,受商户补贴(列作收入抵减)影响,CMR增长受压,惟不影响EBITA。报告指,云业务收入预计按年增长40%,受惠外部需求持续强劲。国际商业收入预计按年增长5%,亏损收窄。然而,该行估计阿里其他业务(包括AI相关投资)EBITA亏损预计扩大至200...
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