高盛:重申阿里巴巴(9988.HK)“買入”評級 目標價升至341港元
高盛發研報指, 在阿里巴巴投資者日中,阿里巴巴董事長兼首席執行官張勇分享了該集團以國內消費、雲計算/數據智能和全球化為中心的11項核心戰略,包括擴大用户基礎、擴大消費類別和授權品牌、重新定義O2O零售格式、轉變物流數字化、將支付應用升級為“數字生活入口”。他重申,集團有信心實現其2036財政年度的長期願景——實現服務20億消費者,創造1億個就業機會,並幫助1000萬中小企業盈利。
集團管理層強調,阿里仍然具有創新性,已經發展成為一個具有多引擎增長驅動因素的生態系統。此外,雲計算是阿里巴巴增長戰略的核心,因為中國零售、金融、交通、醫療和公共部門在雲捕獲支出方面提供了大數據和智能解決方案。集團表示,隨着企業將IT支出轉向雲,而與美國相比的巨大支出差距縮小,阿里巴巴似乎在這一快速增長的垂直領域保持優勢。
基於客户增長、品類擴張和供給側變化的支持,高盛預計阿里將在2022年前佔據中國消費市場23%的份額,而在2025年將佔達到25%。該行重申阿里巴巴(BABA.US)/(9988.HK)“買入”評級,目標價上調11%分別至350美元/341港元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.