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《大行报告》高盛:阿里(09988.HK)即将举行投资者日 维持确信买入看306元
阿思达克 09-25 15:28
高盛发表研究报告指,阿里巴巴(09988.HK)将於下周(9月28日至30日)举行投资者日,预期公司将重申其五年目标,包括最近的新兴产业,如在线房地产(2024年之前投资24万亿元人民币)和数码化工作,加上多个分类,如快速消费品、杂货和健康等发展迅速,预期公司的商品成交金额(GMV)和总成交额(GTV)可达14.2万亿元,相当於预期在2024年整体客户网上消费的25%。

该行相信公司将在投资者日中提到中至长期展望,预期GMV可於2021年度增1.2万亿元人民币,而2023年总GMV达10.4万亿元人民币,料公司亦会交代新产品进展,包括Taobao Deal和淘宝手机APP的版面转变。

该行又指公司将继续专注於进一步释放协同效应,并推出更多创新产品,公司正朝着五年目标迈进,维持「买入」评级(确信明单),目标价306元。

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