大华继显发表研报指，预计阿里巴巴(09988.HK) 2026财年第四季业绩表现平平，旗下即时零售(quick commerce)亏损收窄的部分，被核心商业业务增长放缓所抵销，因激烈的市场竞争和3月线上零售表现疲软。阿里云业务增长或保持稳健，基本符预期。但因持续投资AI和行销，“所有其他”板块的亏损或超预期，从而拖累整体获利能力。大华继显维持阿里“买入”评级，阿里港股目标价维持192港元，阿里(...
Source Link大华继显发表研报指，预计阿里巴巴(09988.HK) 2026财年第四季业绩表现平平，旗下即时零售(quick commerce)亏损收窄的部分，被核心商业业务增长放缓所抵销，因激烈的市场竞争和3月线上零售表现疲软。阿里云业务增长或保持稳健，基本符预期。但因持续投资AI和行销，“所有其他”板块的亏损或超预期，从而拖累整体获利能力。大华继显维持阿里“买入”评级，阿里港股目标价维持192港元，阿里(...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.