share_log

Alibaba Group Appears to Have Multiple, Multi-Year Growth Drivers -- Market Talk

Alibaba Group Appears to Have Multiple, Multi-Year Growth Drivers -- Market Talk

阿里巴巴集团似乎有多个多年的增长动力--市场传言
Dow Jones Newswires ·  2021/08/04 02:53

DJ Alibaba Group Appears to Have Multiple, Multi-Year Growth Drivers -- Market Talk

DJ阿里巴巴集团似乎有多个、多年的增长动力--市场言论

0506 GMT - Alibaba Group likely has multiple growth drivers in coming years, Jefferies says. The e-commerce giant's core marketplace is a cash cow and it leads in the cloud-computing market. "Alibaba is at the center of the consumption-driven economy," and it can ramp up effectively in lower-tier cities thanks to its highly synergistic ecosystem, the investment bank says. China's recent Covid-19 outbreak and an uncertain macroeconomic outlook could weigh on the September quarter, but Jefferies' FY 2022 revenue and earnings estimates for the company remains largely unchanged. Alibaba will increase its share buyback program to US$15 billion from US$10 billion, reflecting "confidence about its long-term outlook," it adds, keeping the buy-rated H-shares' target price at HK$328.00. Its H-shares are 0.4% higher at HK$194.20. (clarence.leong@wsj.com)

0506GMT-杰富瑞(Jefferies)表示,阿里巴巴集团未来几年可能会有多个增长动力。这家电商巨头的核心市场是一棵摇钱树,在云计算市场处于领先地位。该投行表示,“阿里巴巴是消费驱动型经济的中心,”由于其高度协同的生态系统,阿里巴巴可以在二三线城市有效扩张。中国最近爆发的新冠肺炎和不确定的宏观经济前景可能会给9月这个季度带来压力,但杰富瑞对该公司2022财年的收入和收益预期基本保持不变。阿里巴巴将把股票回购计划从100亿美元增加到150亿美元,反映出“对其长期前景的信心”,阿里巴巴补充说,将买入评级的H股的目标价维持在328.00港元。其H股涨0.4%,报194.20港元。(clarence.leong@wsj.com)

(END) Dow Jones Newswires

(完)道琼通讯社

August 04, 2021 01:06 ET (05:06 GMT)

2021年08月04日东部时间01:06(格林尼治标准时间05:06)

Copyright (c) 2021 Dow Jones & Company, Inc.

版权所有(C)2021年道琼斯公司

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
    抢沙发