CMB Securities: Alibaba's inclusion in the Hong Kong Stock Connect may bring 10 to 15% increase in trading liquidity

智通財經
2024.09.11 06:47
招商證券發表報告，阿里巴巴於昨日正式納入港股通，該行持續看好公司競爭地位改善，增速回升，盈利增長以及有吸引力的股東回報，重申 “增持” 評級，目標價維持 123 港元。該行指阿里巴巴在成功完成香港 - 美國雙重主要上後，於昨日正式納入港股通，該行預估納入港股通或帶來 10-15% 的增量成交流動性。該行指阿里巴巴具多重驅動助力前景提升，第一是公司將經營重心轉向 GMV 增長、以及直播電商平台 GMV 增速的放緩，該行認為這在邊際上帶來了競爭地位的改善。
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