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大行评级 | 银河-联昌:阿里巴巴受蚂蚁暂缓上市影响有限,双11等料为短期催化剂

彭博新闻社报道,银河-联昌称,蚂蚁集团暂缓上市对阿里巴巴影响有限,中国消费信心的强劲复苏以及双11购物节健康增长的网络成交额,将是公司的短期催化剂。

分析师Lei Yang等在报告中指出,蚂蚁集团在线支付业务不太会受到金融科技法规变化的影响,同时测算阿里巴巴的核心商业业务占到现有估值水平的86%。

今年10月21日天猫启动了购物节预售,比往年更早地刺激国内消费。

维持对公司的增持评级和338港元的目标价。

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