大行评级丨杰富瑞:上调阿里巴巴目标价至186港元,维持“买入”评级

格隆汇
Oct 09
杰富瑞发表研报,预测阿里截至今年9月底止次财季各业务分部表现稳健,估计总收入将同比增长9.6%,符合市场预期,人工智能云及算力服务收入料同比增长逾50%至605亿元,好过于市场预期的增长48%,分部利润率料环比改善至12.3%;并预期云收入同比增长速度将于第三及第四财季加快,至2028年3月底止2028财年云收入同比增长或超过50%。该行维持阿里“买入”评级,港股目标价由184港元上调至186港元,美股目标价由190美元上调至192美元。

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