观点网讯:2月21日,高盛发布最新报告,大幅上调阿里巴巴目标股价。报告指出,阿里巴巴截至2024年12月底的第三财季业绩远超预期,尤其在人工智能相关资本支出方面,管理层给出的指引超出市场预期。基于此,高盛将阿里巴巴美股目标价从117美元上调至160美元,港股目标价从114港元上调至156港元,并维持"买入"评级。高盛认为,上调目标价的主要理由有两点:一是阿里巴巴内地核心电商业务利润保持稳定;二是...
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