大行評級丨華僑銀行:阿里巴巴有望受益於行業增長及與蘋果公司的AI合作 維持買進評級
華僑銀行報告稱,阿里巴巴將受益於中國電商行業的增長和規模經濟。該公司在研發方面的投資處於行業領先水平,目的是促進交叉銷售和精準營銷。客戶管理方面應該還有增長空間。阿里巴巴還運營著行業領先的B2B和雲服務,這有望進一步支持其盈利。阿里巴巴和蘋果公司最近宣佈合作,將在中國爲iPhone 16系列及後續機型引入人工智能功能,是對阿里巴巴AI模型和技術能力的認可。維持對阿里巴巴ADR的買進評級,合理價值爲140.90美元。
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