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《大行》瑞銀降阿里巴巴(09988.HK)目標價至166元 予「買入」評級
瑞銀發表研究報告，預期阿里巴巴(09988.HK)2026財年第四財季收入按年持平於2,370億元人民幣(下同)。該行預計中國電商EBITA約260億元，受商戶補貼(列作收入抵減)影響，CMR增長受壓，惟不影響EBITA。報告指，雲業務收入預計按年增長40%，受惠外部需求持續強勁。國際商業收入預計按年增長5%，虧損收窄。然而，該行估計阿里其他業務(包括AI相...
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《大行》瑞銀降阿里巴巴(09988.HK)目標價至166元 予「買入」評級
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瑞銀發表研究報告，預期阿里巴巴(09988.HK)  +1.300 (+1.055%)    Short selling $869.15M; Ratio 13.268%   2026財年第四財季收入按年持平於2,370億元人民幣(下同)。該行預計中國電商EBITA約260億元，受商戶補貼(列作收入抵減)影響，CMR增長受壓，惟不影響EBITA。

報告指，雲業務收入預計按年增長40%，受惠外部需求持續強勁。國際商業收入預計按年增長5%，虧損收窄。然而，該行估計阿里其他業務(包括AI相關投資)EBITA虧損預計擴大至200億元，主要由於Qwen模型訓練、ToC應用推廣及旗下原生應用投入增加。該行預計季度經調整EBITA為59億元，按年跌82%。

瑞銀下調阿里巴巴2026至2028財年經調整每股盈利預測8%至21%，以反映AI投資增加，目標價由185港元下調至166港元，評級「買入」。(ec/w)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-14 16:25.)

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