野村：上调阿里巴巴-W2027财年经调整后净利预测7%_老虎社区_美港股上老虎

野村：上调阿里巴巴-W2027财年经调整后净利预测7%

新浪港股10-02

热点栏目自选股数据中心行情中心资金流向模拟交易客户端　　野村发布研报称，预计阿里巴巴（09988）（BABA.US）即将公布的2027年度第二财季业绩将进一步彰显其人工智能（AI）策略布局。该行将阿里巴巴2027财年经调整后净利预测调高7%，主要得益于电商业务盈利预期的提升。该行给予阿里巴巴“买入”的投资评级及目标价178美元。　　野村指，阿里巴巴进一步聚焦AI与云端业务。...

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href=https://finance.sina.com.cn/stock/hkstock/hkgg/2026-10-02/doc-initvazf4676447.shtml><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　野村发布研报称，预计阿里巴巴（09988）（BABA.US）即将公布的2027年度第二财季业绩将进一步彰显其人工智能（AI）策略布局。该行将阿里巴巴2027财年经调整后净利预测调高7%，主要得益于电商业务盈利预期的提升。该行给予阿里巴巴“买入”的投资评级及目标价178美元。\n　　野村指，阿里巴巴进一步聚焦AI与云端业务。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/hkgg/2026-10-02/doc-initvazf4676447.shtml\">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":"LU0469268626.HKD","symbol_name":"AB FCP I-ASIA EX JAPAN EQUITY 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7%","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/94a910982d0148f3c3761b7a6cddb39e","symbols_score_info":{"89988":0.6,"BABA":1.97,"KWEB":0.6,"HBBD.SI":0.6,"LDEM":0.6,"BKF":0.6,"CXSE":0.6,"09988":1.97,"FDNI":0.6},"content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　野村发布研报称，预计阿里巴巴（09988）（BABA.US）即将公布的2027年度第二财季业绩将进一步彰显其人工智能（AI）策略布局。该行将阿里巴巴2027财年经调整后净利预测调高7%，主要得益于电商业务盈利预期的提升。该行给予阿里巴巴“买入”的投资评级及目标价178美元。\n　　野村指，阿里巴巴进一步聚焦AI与云端业务。在参加阿里巴巴年度云栖大会后，该行对其AI云业务的前景更具信心。在中国AI生态系统中，鲜有企业能像阿里巴巴一样，在AI价值链的几乎每一个关键环节——涵盖芯片、基础设施、模型及AI应用——都占据如此稳固的优势地位。\n　　野村与阿里巴巴的交流进一步印证了其观点：管理层已将重心向AI云业务倾斜，该业务正逐渐成为营收增长的重要引擎；与此同时，公司更加注重其他业务板块的盈利能力，旨在为AI领域的投资储备现金流。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}