汇丰研究：蚂蚁估值改变10-20% 相应影响阿里巴巴1.3-2.6%
© Reuters. 汇丰研究：蚂蚁估值改变10-20% 相应影响阿里巴巴（09988）1.3-2.6%
智通财经APP获悉，汇丰研究发表报告表示，将阿里巴巴-SW (HK:9988)于2021至2023财年非通用会计准则盈利分别下调16.2%、升0.9%及升1.9%，维持目标价373元及“买入”评级。
该行表示，内地新规限制网贷，可能意味着更高的资本要求及接受更多的监管，或对蚂蚁集团(06688)信贷科技业务有所影响，估计蚂蚁估值每改变10-20%，预计将对阿里巴巴估值影响为1.3-2.6%；但相信阿里股价调整后，会令其估值更为吸引。
该行指，市场对于阿里的焦点会重回到公司基本面，且阿里通过数字化及生态系统扩大市场机遇，为业务带来多个增长引擎。
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