銀河聯昌:首予阿里(9988.HK)增持評級 目標價338港元
銀河聯昌發表研究報告指,阿里巴巴(9988.HK)在化粧品和服裝領域中處於領先地位,其產業鏈升級的能力為其建立了強大的進入壁壘;短期看,螞蟻集團的上市將會是公司的催化劑。首次覆蓋給予阿里巴巴增持評級,目標價338港元。
他指出,受中國零售市場的驅動,預計公司的核心商業收入在2021-2023年的複合年均增長率為22.6%,憑藉堅實的雲基礎設施等,相信阿里雲能夠在中國和亞太地區獲得市場佔有率,阿里雲計算的收入2021-2023年的複合年均成長率為54.9%。

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