【摩根士丹利:阿里云收入增长料加速 并为阿里巴巴股价的关键催化剂】摩根士丹利称,预计阿里云将是最大的云市场份额获得者,并有望继续成为推动阿里巴巴股价的关键催化剂,阿里巴巴为板块中的首选标的。预计阿里云收入在2027财年一季度将增长45%并加速,云业务利润率将扩大至11%。对公司评级为超配,目标价180美元。
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