大行评级丨美银:对阿里配股筹800亿港元投资AI看法正面,维持“买入”评级

格隆汇
Aug 24
美银证券发表研报指,阿里巴巴宣布在港配售新股筹措800亿港元,资金将全数投入全栈式人工智能能力及基础设施建设,集资后集团净现金由约310亿美元提升至逾410亿美元。该行维持正面看法,看好管理层对云业务增长的强劲指引、AI投资经济效益改善,以及自由现金流按季复苏,将此次配售视为推动增长、资金来源多元化及预先强化资产负债表的融资行为,维持阿里巴巴美股目标价172美元,港股目标价168港元不变,维持“买入”评级。

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