汇丰：阿里会继续为“外卖大战”烧钱，但股价调整已经到位

华尔街见闻2025-07-10

“外卖战”愈发激烈，阿里继续“烧钱”模式。据追风交易台消息，汇丰最新研报显示，阿里将在未来几个季度继续加大即时零售（Insta）和外卖业务（FD）投资。虽然阿里将大幅投资外卖和即时零售业务拖累短期盈利，但这些因素已基本反映在股价中，云计算业务保持强劲增长势头，AI领域领先地位为长期价值提供支撑。该行依然维持阿里巴巴买入评级，但将目标价从176美元下调至150美元，较当前股价107.99美元仍有...

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href=https://wallstreetcn.com/articles/3750788><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“外卖战”愈发激烈，阿里继续“烧钱”模式。据追风交易台消息，汇丰最新研报显示，阿里将在未来几个季度继续加大即时零售（Insta）和外卖业务（FD）投资。虽然阿里将大幅投资外卖和即时零售业务拖累短期盈利，但这些因素已基本反映在股价中，云计算业务保持强劲增长势头，AI领域领先地位为长期价值提供支撑。该行依然维持阿里巴巴买入评级，但将目标价从176美元下调至150美元，较当前股价107.99美元仍有...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3750788\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BFMHRM44.USD","symbol_name":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) 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