高盛:将阿里巴巴(BABA)评级降至买入,目标价降至215美元

凤凰网港股2021-11-30

凤凰网港股|高盛分析师Piyush Mubayi将阿里巴巴(BABA)从其公司的“确信名单”中删除,但保持对该股的买入评级,目标价从252美元降至215美元。

分析师指出,在零售支出放缓和竞争强度上升的时候,阿里巴巴一直在增加对攻防战略的投资,以获取新用户,建立多种流量来源,并在短期内提高商家补贴以留住商家。Mubayi预计阿里巴巴第三/第四季度的收入增长将减速至13%/16%。分析师还预计,积极的回购将继续进行,投资组合将被重新审视,并认为负面因素已经被定价。Mubayi对阿里巴巴的极端估值持积极态度。

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