花旗维持阿里巴巴“买入”评级 3月推广活动支持GMV增长

美港电讯
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【花旗维持阿里巴巴“买入”评级 3月推广活动支持GMV增长】金十数据3月6日讯,花旗发表研究报告指,随着国际妇女节购物节初步开局良好,加上阿里巴巴(09988.HK)旗下天猫新品发布季的推动、极具吸引力的100亿元人民币春季补贴计划,以及及时赶上全国人大会议期间宣布的新“以旧换新”举措,相信即使经历季节性疲软,但3月份启动各种促销活动,可能会推动消费意愿,令截至3月季度商品交易总额(GMV)实现可观增长。加上越来越多商家或采用全站推广告工具,相信这可能预示着客户管理收入(CMR)将在下一个季度实现稳健增长。监于较高的基数,该行料2025财年第四季CMR的年增长率为5.4%。花旗维持其目标价为166港元,美股目标价170美元,评级“买入”不变。

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