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富瑞:维持阿里巴巴(09988)“买入”评级 目标价363港元

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富瑞:维持阿里巴巴(09988)“买入”评级 目标价363港元 © Reuters. 富瑞:维持阿里巴巴(09988)“买入”评级 目标价363港元

智通财经APP获悉,富瑞发表研究报告称,阿里巴巴(09988)收购高鑫零售(06808)以确认其新零售策略,并有意在公共卫生事件后加快消费者生活方式及企业营运数码化的进程,维持对其“买入”评级,目标价为363港元。

富瑞表示,阿里巴巴斥280亿港元收购高鑫零售70.94%股权,而阿里早于2017年时已投资高鑫零售,通过阿里的数码经济,双方在数码化及协同效应已建立联系。在过去3年,高鑫零售旗下实体店亦已整合至阿里旗下的“淘鲜达”及“天猫超市”平台,并与阿里生态系统中其他主要业务,包括饿了么及菜鸟等有深度合作。

该行认为,阿里巴巴一直强调其数码生态系统中新零售的重要性,包括在今年投资者日中透露,集团目标是继续扩大用户基础、扩大消费类别及消费总额、开发新的供应类别及供应商转型,以及将支付宝从数字支付出口,扩大至数字生活入口等。

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