大华继显发表研究报告指,阿里-W(09988.HK) 将于11月下旬公布2027财年第二季业绩,收入指引按年增长9%至约2,700亿元人民币(下同),略低于该行预测。经调整EBITA料达290亿元,高于该行此前达到约220亿元的预测,主要受云业务盈利改善,以及即时零售与AI实验室及应用业务亏损收窄的推动。该行指,在较高MaaS贡献及平头哥(T-Head)成本效益带动下,次财季云业务收入增长预料超过...
Source Link大华继显发表研究报告指,阿里-W(09988.HK) 将于11月下旬公布2027财年第二季业绩,收入指引按年增长9%至约2,700亿元人民币(下同),略低于该行预测。经调整EBITA料达290亿元,高于该行此前达到约220亿元的预测,主要受云业务盈利改善,以及即时零售与AI实验室及应用业务亏损收窄的推动。该行指,在较高MaaS贡献及平头哥(T-Head)成本效益带动下,次财季云业务收入增长预料超过...
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