长城证券发布研究报告称首次覆盖阿里巴巴-SW(09988.HK)给予“买入”评级预计FY2025-2027年实现营收1.02/1.

智通财经06-04

长城证券发布研究报告称首次覆盖阿里巴巴-SW(09988.HK)给予“买入”评级预计FY2025-2027年实现营收1.02/1.11/1.19万亿元;归母净利润973/1078/1135亿元。公司国内电商以及云业务逐渐企稳国际电商业务维持强劲增长后续新广告产品推出带来的货币化率提升、AEChoice的UE模型优化以及双重主要上市带来的流动性提升有望成为公司基本面/估值改善的三大催化剂。公司管理层...

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