高盛：上调阿里巴巴-W(09988)目标价至174港元_老虎社区_美港股上老虎

高盛：上调阿里巴巴-W(09988)目标价至174港元

智通财经2025-09-18

智通财经APP获悉，高盛发布研报称，基于对阿里巴巴-W(09988)2026财年第2至第4季云业务同比增长30-32%的更高假设，该行将阿里云的估值提升至每ADS约43美元。同时上调阿里巴巴目标价10%，由158港元升至174港元。报告指，近期中国在AI基础设施/模型/应用层面出现了多项重要进展，包括在阿里云和资本支出表现超预期后，围绕AI基础设施层的全新叙事;中国AI模型的新发布，包括阿里巴巴的...

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发了个达啊
·2025-09-18
我上调到300
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