理想之城
09-29
这种巨头,PE怎么也得25吧。有AI加持,起码能值10倍溢价;牛市再加10倍溢价。后续利润增加,还得在当前基础上再加20倍。算下来,65倍PE,那股价700块差不多。
$阿里巴巴(BABA)$
摩根大通看涨!阿里,240港元有戏吗?
摩根大通大幅上调阿里目标价,分析师称通过将云业务的AI Token收入转化为电商平台的抽成率优势,阿里正构建一个前所未有的商业飞轮。摩根大通将阿里美股、港股目标价格分别从170 美元/165 港元上调至245美元/240港元。【10月2日阿里盘中再次刷新股价新高,大家持仓还有阿里吗?240港元,对于阿里来说,有戏吗?】
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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