美銀證券：維持阿里巴巴-SW“買入” 評級 目標價下調至 103 港元
美銀證券發佈研究報告，維持阿里巴巴-SW“買入” 評級，目標價下調至 103 港元。報告稱，預計阿里巴巴-SW 在 2024 至 26 財年的收入和經調整純利將下調，反映國內消費者需求疲弱和投資增長。預計阿里巴巴截至去年 12 月底止第三財季總收入將同比增長 5% 至 2,610 億元人民幣，淘寶天貓收入波動是主要原因。預計阿里巴巴國際數字商業集團和菜鳥物流將保持強勁勢頭，雲收入將同比增長 3% 至 270 億元人民幣。根據預測，阿里巴巴經調整 EBITA 將同比增長 1% 至 530 億元人民幣。
Source: 新浪財經 The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments