杰富瑞发表研报，预测阿里巴巴截至今年6月底止首财季收入将同比增长9%至约2700亿元，整体EBITA达约260亿元，高于市场预期的240亿元。该行预测，因AI需求强劲，包括模型即服务(MaaS)及整体AI相关收入增长的推动阿里云智能集团将是本季最大亮点，收入料同比增长45%，对比市场预测为41%，以及该行此前预期为40%。云业务EBITA利润率预测环比改善至11.5%，另预期AIDC纯利达5.83亿元(相对市场预期2.39亿元，该行原预期仅达收支平衡)。该行维持阿里巴巴“买入”评级，再次确认为AI投资主题首选股，美股目标价185美元及港股179港元不变。
Disclaimer: 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.