《大行》野村料阿里(09988.HK)次财季业绩符预期 电商盈利具韧性 云业务增长更强

阿斯达克财经
Oct 02

野村发表研究报告,料阿里-W(09988.HK) 9月底止次财季业绩大致符预期,电商盈利具韧性,云业务增长更强,反映管理层更聚焦人工智能及云业务,并更强调其他业务盈利能力,以为人工智能投资保留现金流。该行估计中国电商客户管理收入按年跌5%,符合最新市场预期,按可比基准计则料按年升1%。阿里巴巴电商集团经调整EBITA料达386亿元人民币,高于市场预期的370亿元人民币,并远高于去年同期的120亿元...

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