銀河聯昌:螞蟻暫緩上市對阿里(9988.HK)影響有限 維持增持評級
銀河聯昌發表研究報告指,螞蟻集團(6688.HK)暫緩上市對阿里巴巴(9988.HK)影響有限,中國消費信心的強勁復甦以及雙11購物節健康增長的網絡成交額,將是公司的短期催化劑。該行維持對阿里的增持評級和338港元目標價。
該行指,螞蟻集團線上支付業務不太會受到金融科技法規變化的影響,同時測算阿里巴巴的核心商業業務佔到現有估值水平的86%。

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