摩根士丹利升阿里评级至增持，目标价上调至180美元_老虎社区_美港股上老虎

摩根士丹利升阿里评级至增持，目标价上调至180美元

老虎资讯综合02-24

摩根士丹利发表研究报告指，阿里巴巴由人工智能驱动的云需求激增，核心淘天集团(TTG)业务的弹性受到低估。由于集团2026至28财年的资本开支约为3000亿人民币，预计云业务收入将在三年内翻倍，在最高情况下，阿里云的估值为每股100美元。该行将阿里目标价由100美元上调至180美元，评级由与大市同步调升至增持。

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梓坚
·02-25
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Sarawaka
·02-24
老外一放消息就是跑路
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