高盛:料阿里(9988.HK)可如期复苏 上调目标价至276港元
高盛发表报告表示,维持对阿里巴巴(9988.HK)买入评级及确信买入名单,主因其6.18交易额达6,982亿元人民币,相当于京东(9618.HK)2.6倍,亦约达今年第二季交易总额预测之39%,显示出集团第二季度的参与度、商品交易总额和收入增长率均有所回升,料其可如期复苏。
该行指,看好阿里巴巴前景的因素还包括软银之忧虑消除,认为其目前估值处便宜的水平;今年以来股价表现跑输中概股之16%升幅,料阿里有望于8月“染蓝”等等,因此将其在香港目标价由273港元上调至276港元。

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