瑞信：升阿里巴巴目标价17.6%至354元 列为行业首选
© Reuters. 瑞信：升阿里巴巴(09988)目标价17.6%至354元 列为行业首选
智通财经APP获悉，瑞信发表研究报告，将阿里巴巴-SW (HK:9988) 目标价由301元调高至354元，升幅达17.6%，维持“跑赢大市”评级。瑞信将阿里巴巴列为该行首选，相信增长动力来自市场恢复、双11、新淘宝介面及推广工具的潜在变现机会，以及云业务亏转盈及菜鸟现金流转正。
该行预期，阿里2021年第二财季总收入按年增29%至1530亿元人民币。其中，因淘宝加快扩大商户基础及用户参与度提高，客户管理收入及佣金收入料增19%，而其他中国零售业务增57%，云业务增55%。经调整EBITA利润率预期下跌1.6个百分点至25.4%，主要由于收入结构向低毛利业务转移。
瑞信称，不同平台的日活跃用户增加，加上第三季及10月首星期的快递量强劲，反映网上消费者需求仍健康，相信是与向网上消费的持续结构性转移有关。
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