《大行報告》高盛:阿里(09988.HK)高管變動或令市場感驚訝 投資者將關注新任管理團隊講解最新組織戰略及各分拆計劃
高盛發表研究報告指,阿里巴巴(09988.HK)宣布張勇正式卸任阿里董事會主席及首席執行官職務,由蔡崇信及吳泳銘接任。阿里今年6月公布,張勇原定在將卸任主席及首席執行官後,將繼續擔任阿里雲智能集團董事長兼首席執行官,但如今集團卻宣布,吳泳銘將接替張勇出任阿里雲智能集團代理董事長兼首席執行官。
高盛表示,阿里雲管理層出現變動,可能會令市場感到意外,預期投資者將關注新管理層的任何進一步公布及澄清,以了解集團最新的組織戰略和各業務的資本市場計劃。
該行目前仍然對阿里致力於實現淘寶天貓增長重新加快的承諾保持積極看法,同時憧憬集團將發掘雲端及國際業務的增長動力,以及看好集團持續提升股東回報的發展方向,予目標價134元,評級為「買入」,並列入確信買入名單。(gc/s)
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