阿里巴巴：售高鑫专注核心或亏 132 亿_老虎社区_美港股上老虎

阿里巴巴：售高鑫专注核心或亏 132 亿

和讯网2025-01-02

【高盛：阿里巴巴继售银泰再售高鑫持续专注核心业务及股东回报】高盛发报告称，阿里巴巴近日宣布出售高鑫零售，预计出售完成后或有约 132 亿元人民币会计亏损。该行认为，此与管理层持续专注核心业务及股东回报相符。基于 SOTP 估值，予集团目标价 131 港元及买入评级。阿里巴巴称，此次出售是其非核心资产变现良机，旨在更专注核心业务及提高股东回报，虽可能导致会计出售亏损。高盛指出，交易是继早前出售银泰后的第二项重大非核心资产出售，两项资产在其 SOTP 估值中不重要，对集团利润贡献极小。随着阿里巴巴股价走软，高盛认为投资者焦点仍在阿里巴巴商品交易总额增长与同业的差距及 12 月止季度淘宝天猫 EBITA 的下跌水平。

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