摩根士丹利发表报告指，阿里巴巴-W(09988.HK) 出售高鑫(06808.HK) 全数股份，符合前者缩减其非核心业务的计划，相信今次的举动可增强年底的股东回报，而过去12个月的回购及股息或代表股息率10%。该行对阿里(BABA.US) “与大市同步”评级及目标价分别为及105美元。
该行指，自2023年宣布重组以来，注意到阿里巴巴在非核心资产方面出现了多次出售或和缩减持股，包括哔哩哔哩(09626.HK) 、小鹏汽车(09868.HK) 、商汤(00020.HK) 、快狗打车(02246.HK) 和网易云音乐(09899.HK) 。作为增强股东价值的努力的一部分，该行认为公司会持续放售非核心资产，这可能包括截至2024财年约670亿美元的投资。(vc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-02 16:25。) (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。)
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