阿里“一拆六”股價大漲,美媒:亞馬遜和谷歌學一學
週二,阿里宣佈啓動“1+6+N”組織變革,將在阿里巴巴集團之下設立阿里雲智能、淘寶天貓商業等六大業務集團和多家業務公司,未來或將獨立上市。
“1變6”令阿里美股週二逆市攀升15%,創下自去年6月以來的最高單日漲幅。亞馬遜、Meta等明星科技股則下跌超1%。
3月29日,阿里港股高開近15%,截至發稿,該股漲超13%。
華爾街分析師和媒體紛紛爲阿里的拆分計劃點贊,並稱美國的大型科技巨頭也有必要學一學。
資管機構GW&K的投資組合經理Tom Masi對媒體表示:
阿里的改革大大提升了市場對其他公司的期待。如果改革與政府希望阿里走的方向一致,並且股東積極響應,其他公司就有可能走同樣的道路。
最近幾年,阿里的股價表現並不好看。過去12個月里下跌了大約25%,且市盈率長期維持在20倍左右。
摩根士丹利分析師Gary Yu在週二的一份報告中指出,阿里的市值,比其各業務部門的總和低得多。並且,他認爲目前阿里市盈率完全不能反映下屬子公司及某些私募和公開股權投資的價值。
而且,這一情況不止限於阿里,有市場分析指出,包括亞馬遜、谷歌、Meta等美國科技巨頭同樣可以借分拆業務,來提振股價。
諮詢公司The Edge Consulting Group的創始人Jim Osman對媒體稱,如果亞馬遜能把雲計算和訂閱服務部門拆分,股價有望上漲70%。他還認爲,Meta的WhatsApp和Instagram業務也沒有得到適當的估值。
他極爲讚賞阿里的拆分計劃:
如果做得成功,阿里巴巴將成爲企業集團創造價值的典範。
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