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《大行報告》大摩料阿里-SW(09988.HK)管理層變動不影響日常營運
摩根士丹利發表研究報告指,阿里-SW(09988.HK)(BABA.US)公布主席及首席執行官傳承計劃,張勇將於9月10日起退任公司主席及首席執行官職務,分別由集團執行副主席蔡崇信及淘天集團董事長吳泳銘接替。 大摩認為,管理層變動後,張勇將全力發展雲業務,以捕捉新興人工智能機遇,預期阿里雲完全有能力成為人工智能行業龍頭,而從公司治理的角度來看,隨著阿里雲智能集團向全面分拆目標發展,兩家公司管理層及董事會的明確分離將確保在IPO準備過程中可作出更獨立的決策,相信未來雙方之間的關係將更加以市場為主導,而阿里將繼續是阿里雲的最大客戶,並享有成本優勢。 大摩又指,張勇今次全面投入到阿里雲的發展當中,側面印證阿里雲IPO計劃進展順利,相信亦會為阿里的股東帶來可觀的資本回報,預計管理層變動不會影響阿里核心業務日常營運,維持美股「增持」評級,美股目標價150美元。
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