《大行報告》中信証券:維持對阿里(09988.HK)中長期數字化商業服務能力相對樂觀態度
中信証券發表研究報告指,阿里巴巴(09988.HK)正式發布大語言模型通義千問,並宣布未來阿里所有產品都將接入通義千問。
該行認為,阿里雲在技術實力和前沿趨勢的把握仍然領先,有望成為內地大模型的重要提供者和產業智能化的基礎設施,並進一步帶動雲業務的需求。同時,阿里雲通過規模效應和技術優勢持續實現成本優化和算力普惠,技術能力和價格優勢並驅有望強化阿里雲面向企業客戶的競爭力。
中信証券表示,仍然看好阿里雲作為內地龍頭雲廠商的領先優勢,後續AI在集團業務和產業應用的落地亦有望推動阿里雲的估值上升,維持對公司中長期數字化商業服務能力相對樂觀的態度,續予公司港股及美股「買入」評級。該行又維持集團2023至2025財年的收入預測為8,664億元人民幣、9,321億元人民幣、9,919億元人民幣,按年分別增2%、8%、6%,予阿里巴巴(09988.HK)目標價為142元。
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