Minsheng Securities: First to give Alibaba-SW a "recommended" rating, establishing two major focuses on "user-first, AI-driven"

智通财经
2024.09.12 03:02
民生证券发布研究报告称，阿里巴巴-SW 纳入港股通有望带来流动性改善，首次覆盖给予 “推荐” 评级，预计公司 FY2025-2027 年经调整 EPS 分别为 7.85/8.62/9.53 元。该行认为，阿里战略理顺有望激发业务活力，聚焦主业实现重启增长。电商行业竞争趋缓，阿里传统货架电商优势深厚，有望实现市占率稳定;云业务在 AI 驱动下，未来发展潜力大。
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