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高盛:予阿里巴巴(9988.HK)目標價352港元 評級“買入”
格隆匯 11-13 16:30

    高盛發表研究報告指,阿里巴巴(9988.HK)自11月1日開始的“雙11購物節網站總成交金額(GMV)達4982億元(人民幣,下同),按年升26%,並創下新高。該行續指,淘寶商户直播的GMV按年升5.09倍;客户對工廠(C2M)方面,有來自30萬家製造業出口商120萬名商家參與今年購物節。高盛予其H股目標價352港元,評級“買入”,並列入“確信買入”名單。

    高盛指,今年“雙11”的創新包括將數字生活服務首次加入購物節,不僅提供支付服務,還通過Ele.me、Fliggy及Damai等提供本地生活服務。另外,阿里又將房屋和汽車列為新類別,以呼應早前推出的天貓好房;又推出互動娛樂活動“超級星秀貓”,分享總計200億元的補貼。

    高盛指出,11月1日開始的111分鐘內,有超過100個品牌的GMV超過1億元,其中大部分是化粧品和3C家電品牌;而農業產品的GMV則按年升32%,當中有3000項農業產品錄得3位數字增幅。C2M產品GMV按年升17倍;超過1800個新品牌的GMV超過去年11月11日,當中94個新品牌GMV按年增長10倍。

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