大行评级丨大摩:维持阿里巴巴“增持”评级及目标价180美元,视为首选股

格隆汇
Sep 23
摩根士丹利发表报告指,阿里于2026云栖大会释出重点,该行认为2032年全球云端产能逾20吉瓦,可提供通往约2400亿美元云端收入产能的路径;同时通义千问快速变现支持需求,以及平头哥渗透率上升,应有助产能扩张及利润率上行。该行维持阿里巴巴美股“增持”评级及目标价180美元,并视为首选股。

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