摩根大通发布关于阿里巴巴-SW的研报,维持“增持”评级,目标价195港元。虽下调EPS预测,但云业务EBITA将转正且增速超55%,利润率升至15%以上。公司EBITDA预测仍高于市场预期,长期增长逻辑稳固。
本文源自:金融界AI电报
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