《大行》高盛：阿里(09988.HK)续剥离非核心业务专注于核心业务及股东回报

阿斯达克财经2025-01-02

高盛发表报告表示，阿里(09988.HK) (BABA.US) 最近宣布出售非核心线下零售业务，符合集团管理层对其核心业务(即电子商务和云端)，以及股东回报的持续关注。高盛提及，阿里昨日(1日)公布悉售所持的高鑫零售(06808.HK) 股权，为去年12月17日公布出售银泰百货后，该集团第二次重大非核心剥离。高盛认为，虽然阿里完成出售资产后可能会导致会计处置损失，惟相关交易同时或会产生收益(...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2500998529?lang=zh_CN&edition=full","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240606112406408_s.png","is_english":false,"pubTime":"2025-01-02 11:21","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2500998529","market":"hk","top_or_hot":-1,"title":"《大行》高盛：阿里(09988.HK)续剥离非核心业务 专注于核心业务及股东回报","media":"阿斯达克财经","content":"<div>\n<p>高盛发表报告表示，阿里(09988.HK) (BABA.US)  最近宣布出售非核心线下零售业务，符合集团管理层对其核心业务(即电子商务和云端)，以及股东回报的持续关注。 高盛提及，阿里昨日(1日)公布悉售所持的高鑫零售(06808.HK) 股权，为去年12月17日公布出售银泰百货后，该集团第二次重大非核心剥离。高盛认为，虽然阿里完成出售资产后可能会导致会计处置损失，惟相关交易同时或会产生收益(...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1407379/latest-news/AAFN\">网页链接</a>\n\n</div>\n","source":"aastocks_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>《大行》高盛：阿里(09988.HK)续剥离非核心业务 专注于核心业务及股东回报</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《大行》高盛：阿里(09988.HK)续剥离非核心业务 专注于核心业务及股东回报\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-02 11:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1407379/latest-news/AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛发表报告表示，阿里(09988.HK) (BABA.US)  最近宣布出售非核心线下零售业务，符合集团管理层对其核心业务(即电子商务和云端)，以及股东回报的持续关注。 高盛提及，阿里昨日(1日)公布悉售所持的高鑫零售(06808.HK) 股权，为去年12月17日公布出售银泰百货后，该集团第二次重大非核心剥离。高盛认为，虽然阿里完成出售资产后可能会导致会计处置损失，惟相关交易同时或会产生收益(...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1407379/latest-news/AAFN\">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":"LU1880383440.USD","symbol_name":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","start_time":0,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1407379/latest-news/AAFN","article_id":"2500998529","we_media_id":null,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240606112406408_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1407379/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2500998529","pubTimestamp":1735788060,"columns":[],"sourceInfo":{"source_id":"aastocks_highlight","name":"阿思達克財經"},"weMediaInfo":null,"summary":"高盛发表报告表示，阿里最近宣布出售非核心线下零售业务，符合集团管理层对其核心业务，以及股东回报的持续关注。高盛提及，阿里昨日公布悉售所持的高鑫零售股权，为去年12月17日公布出售银泰百货后，该集团第二次重大非核心剥离。高盛将阿里目标价定于134美元，将阿里-W目标价定于131港元，给予“买入”评级。","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"89988":"阿里巴巴-WR","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0737861772.HKD":"FIDELITY EMERGING ASIA \"A \" (HKD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0348783233.USD":"安联东方收入型 CI A Dis美元","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","09988":"阿里巴巴-W","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0708995153.HKD":"TEMPLETON EMERGING MARKETS \"A\" (HKD) ACC","HBBD.SI":"Alibaba HK SDR 5to1","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","LU0828237940.HKD":"SCHRODER ISF EMERGING ASIA \"A\" (HKD) ACC","BK1588":"回港中概股","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU1196710864.SGD":"Schroder ISF Emerging Markets Multi-Asset A Dis SGD-H","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","IE0003895053.USD":"PINEBRIDGE ASIA DYNAMIC ASSET ALLOCATION \"AD\" USD  ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H"},"translate_title":"\"Big Bank\" Goldman Sachs: Ali (09988. HK) continues to divest non-core businesses to focus on core businesses and shareholder returns","themeId":"0eda9f008fe6d25bd1ed73fb7205a296","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"HBBD.SI":0.6,"09988":1},"content_text":"高盛发表报告表示，阿里(09988.HK) (BABA.US)  最近宣布出售非核心线下零售业务，符合集团管理层对其核心业务(即电子商务和云端)，以及股东回报的持续关注。 高盛提及，阿里昨日(1日)公布悉售所持的高鑫零售(06808.HK) 股权，为去年12月17日公布出售银泰百货后，该集团第二次重大非核心剥离。高盛认为，虽然阿里完成出售资产后可能会导致会计处置损失，惟相关交易同时或会产生收益(包括离岸现金)，并将可用于进一步的股东回报政策，包括回购及股息。高盛将阿里(BABA.US)  目标价定于134美元，将阿里-W(09988.HK) 目标价定于131港元，给予“买入”评级。(js/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-12-31 12:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)AASTOCKS新闻","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2500998529","isCrawlerRequest":true}

《大行》高盛：阿里(09988.HK)续剥离非核心业务 专注于核心业务及股东回报

精彩评论

《大行》高盛：阿里(09988.HK)续剥离非核心业务专注于核心业务及股东回报