摩根大通：阿里巴巴仍有可观的用户增长潜力收入增长有望加速_老虎社区_美港股上老虎

摩根大通：阿里巴巴仍有可观的用户增长潜力收入增长有望加速

港股那点事11-22 13:51

日前，摩根大通发布报告称，阿里巴巴最新财报增强了他们的信心，即淘宝是中国大型电子商务平台中唯一仍有可观用户增长潜力的企业，并认为在阿里巴巴的电商成交额和客户管理收入增长有望在下个季度加速。11月15日，阿里巴巴集团发布2025财年Q2财报，季度收入2365.03亿元，同比增长5%，符合市场预期。对此，摩根大通的报告表示，本季度的 GMV 增长情况主要原因是宏观环境疲软，预计12月季度的GMV和...

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EBITA的环比波动，而不是迅速转正，但摩根大通认为，迄今为止的积极发展应该会让投资者对长期趋势更有信心。报告还强调，阿里巴巴货币化发展趋势积极，“虽然阿里巴巴对进一步推动货币化（尤其是全平台推广工具）持谨慎态度，但我们相信未来几个季度的CMR同比增速将逐步加快。”摩根大通报告表示。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}