港股異動 | 阿里巴巴(9988.HK)漲2.44% 多家大行唱多
格隆匯5月6日丨阿里巴巴(9988.HK)漲2.44%,報193.1港元,總市值41443億港元。瑞信發表最新報告稱,阿里巴巴估值吸引,阿里股價近期跑輸大市,主要受到軟銀潛在沽售阿里持股情緒影響,但阿里業務涉足面廣泛,相信GMV復甦速度會比對手快,同時2021下半財年,估計雲業務有望重拾增長,預計上述收入增長更可升逾六成。該行又指,阿里預期市盈率18.7倍,與同類行業龍頭估值存摺讓,建議趁機收集,目標價274元不變,續予“跑贏大市”評級。高盛也發表研究報告,上調阿里巴巴目標價2%至273港元,維持“買入”評級。

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