中银国际：上调阿里巴巴目标价至151美元 AI云成为焦点

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中银国际：上调阿里巴巴目标价至151美元 AI云成为焦点

市场资讯2025-02-21

格隆汇2月21日｜中银国际发表研究报告指，阿里巴巴受惠于佣金率(Take rate)和软件服务费回升，带动客户管理收入(CMR)加快增长，上季业绩表现胜于预期。该行表示，阿里AI云将成为焦点，集团未来对AI云的投资，表明公司有信心在需求激增的情况下保持其在AI云领域的领先地位。该行考虑到受AI支持的所有业务均有较高增长，重申集团“买入”评级，目标价由103.9美元上调至151美元。

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