摩根大通：重申阿里巴巴增持评级，目标价 135 港元

USHK News
2022.08.05 03:21
8 月 5 日讯，摩根大通发表报告，阿里首财季利润胜预期，相信在未来几个季度，成本优化将继续发挥更重要的作用，预计股价将对这些结果作出积极反应。报告指出，阿里成本优化推动利润上升，大量业务如淘宝特价版、淘菜菜、国际电子商务、本地服务、菜鸟网络等按季亏损收窄，反映集团正向更有财务纪律和成本意识的方向过渡。摩通预计，阿里股价上行空间将由市场上调对其盈测所驱动，当盈利在 6 至 12 个月内恢复至 20% 以上的增长速度时，股价驱动力将转为估值扩张，并重申增持评级，目标价 135 港元。
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