野村发布研报称,预计阿里巴巴-W旗下淘宝天猫集团(TTG)截至2025年3月底止第四财季业绩大致符合预期,综合业绩可能不及预期。该行预计,淘宝天猫集团收入或年增5.3%,EBITA年增2%。报告表示,受以旧换新计划和订单上升的推动,野村预测阿里巴巴CMR(客户管理收入)或同比增9.7%,高于机构预期的年增7.9%,暂维持其评级“买入”。野村预测,阿里巴巴综合收入可能同比持平,而综合EBITA同比增...
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