《大行報告》大摩:阿里(BABA.US)前景令人鼓舞 維持「增持」兼首選
摩根士丹利發表報告指,阿里巴巴(BABA.US)前景令人鼓舞,維持「增持」兼首選,目標價150美元。
該行指,繼續看好阿里零售商業客戶管理業務韌性增長、穩健的盈利前景、堅定的資本配置策略以及監管懸念減少。與2024至2026財年17%經整淨利潤年複合增長率相比,目前2024財年10倍市盈率預測仍具吸引力。
大摩提到,阿里盈利能力改善進展順利,在支出方面亦一直保持嚴謹,並注重投資回報率。該行預測阿里第二財季經調整EBITA為410億元人民幣,按年增長14%。
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