国信证券：下调阿里巴巴-SW(09988)评级至“增持” 价值区间207-224港元

智通财经2021-11-23

智通财经APP获悉，国信证券发布研究报告称，下调阿里巴巴-SW(09988)评级至“增持”，看好其云业务的增长空间，但核心电商平台业务目前面临着政策监管、核心品类受到冲击等压力，下调收入增长预期，采用分布估值法对进行估值，予22年对应的估值区间为207-224港元，分别下调17%。国信证券主要观点如下：财务表现：收入和利润均低于预期FY2022Q2，公司实现营业收入2007亿元，同比增长29%，...

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