摩根士丹利升阿里评级至增持，目标价上调至180美元

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摩根士丹利升阿里评级至增持，目标价上调至180美元

老虎资讯综合2025-02-24

摩根士丹利发表研究报告指，阿里巴巴由人工智能驱动的云需求激增，核心淘天集团(TTG)业务的弹性受到低估。由于集团2026至28财年的资本开支约为3000亿人民币，预计云业务收入将在三年内翻倍，在最高情况下，阿里云的估值为每股100美元。该行将阿里目标价由100美元上调至180美元，评级由与大市同步调升至增持。

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