【招商证券予阿里巴巴目标价156-190元维持强烈推荐】金十数据3月7日讯，招商证券发表报告指，予阿里巴巴(09988.HK)目标价156-190港元，维持“强烈推荐”投资评级。该行认为，阿里云的底层核心竞争力由全栈自研能力构建的技术壁垒、规模效应带来的成本价格优势、集团生态优势带来的应用场景与客户粘性共同构筑。AI时代，阿里云是全球市场中少有的兼具底层强大计算能力、先进大模型、以及繁荣变现生态的云厂商，竞争优势将进一步凸显。基于阿里云与海外云厂商的对比，该行看好阿里云AI驱动下的云收入增长提速、利润率长期优化以及估值提升。
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