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盤中異動 | 阿裏巴巴-SW盤中下跌3%,報於102.6港元

2022年6月22日14時32分,阿裏巴巴-SW(HK09988)盤中下跌3%,報於102.6港元,成交額達38.31億港元,換手率達到0.17%。

6月22日訊,交銀國際發研報指,2022年“618”大促阿裏、京東表現穩定,重點在扶持商戶,拼多多去年未發力618,今年增速快,短視頻直播電商仍在豐富消費場景和商品供給,增速快於行業平均。受618拉動,各平臺電商GMV或超此前預期,但供應鏈仍有壓力,交銀預計下半年好轉。今年618消費趨於理性,服飾、美妝、手機消費疲弱,家電相對較好;直播電商去頭部化,商家自播比例提升;強調商家扶持、消費者體驗。直播電商在快速發展階段,如視頻號首次參與618,交銀預計中長期視頻號直播電商收入或達120億元-360億元人民幣。交銀預計下半年平臺消費恢復增長。短視頻電商處於流量紅利期,加劇電商行業競爭。建議關注美團(3690HK/買入)、京東(JDUS/9618HK;買入)、快手(1024HK/買入),阿裏(BABAUS/9988HK;買入)估值回升機率大。

6月21日,中信證券:維持阿裏巴巴-SW(09988)“買入”評級,目標價160港元。6月9日,美銀證券:維持阿裏巴巴-SW(09988)“買入”評級,目標價159港元。6月7日,大和:下調阿裏健康(00241)目標價72%至4.2港元,評級降至“持有”。

最新的財務數據顯示,公司於2022年1季度,營業收入8530.62億人民幣,淨利潤470.79億人民幣;營業收入同比增加18.93%,毛利潤同比增加5.32%,淨利潤同比減少67.14%。

盈立趨勢長盈模型最近一次交易信號,2022年6月6日出現關注信號,觸發價格爲96.95港元(信號僅供參考)。

uSMART智能寫手的信息、數據均來自媒體公開報道,智能寫手不能保證其完全準確,內容僅供參考,不構成投資建議。

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