Alibaba-SW (09988.HK) incident review: It is expected that gifts at WeChat stores will have little impact on e-commerce, and Alibaba's valuation bottom reaffirms strong recommendation
Major banks rating丨Zhuhai International: Leading platform Internet Plus-Related companies still maintain Business resilience, with Meituan, Tencent, Tencent Music, and Alibaba as top choices.
[Brokerage Focus] Morgan Stanley: It is expected that the losses resulting from Alibaba (09988) selling Intime Department Store will not significantly impact investors.
Major Ratings丨Morgan Stanley: Alibaba selling Silver Tai may distribute a special dividend, giving it a 'market perform' rating.
Morgan Stanley Maintains Alibaba(BABA.US) With Hold Rating, Maintains Target Price $105
[Brokerage Focus] BOCOM INTL maintains a Buy rating on Alibaba (09988) and expects that there may still be some adjustments in its Business in the future.
Large banks' ratings丨China Merchants International: Looking ahead to next year, the Chinese Internet Plus-Related Industry will move forward against headwinds, focusing on mature Business moats, new development space, valuation enhancement potential, and
Alibaba-W (09988.HK): User-first+AI-driven strategy opens a new chapter in the company
[Brokerage Focus] Haitong sec maintains alibaba (09988) outperform rating, indicating that its local lifestyle group's loss in the second fiscal quarter has significantly narrowed year-on-year.
Alibaba-SW (9988.HK): The 2Q25FY monetization rate stabilizes and is expected to continue to improve stable assets with high dividends and undervalued assets in the future
Major bank rating | Citigroup: Maintains a positive outlook on Tencent, will include Trip.com and Meituan as core holdings.
Alibaba-W (09988.HK): Taotian continues to invest in exchange for growth
Citi Maintains Alibaba(BABA.US) With Buy Rating, Cuts Target Price to $133
[Brokerage Focus] First Shanghai maintains a buy rating on Alibaba (09988), indicating that ongoing share buybacks are continuously enhancing the company's value.
Alibaba (9988.HK): E-commerce business returns to users to actively buy back to enhance company value
Barclays Maintains Alibaba(BABA.US) With Buy Rating, Cuts Target Price to $130
Alibaba-W (09988.HK): Performance is in line with expectations, and profits from cloud intelligence and local life continue to be released
【Brokerage Focus】Huaan maintains alibaba (09988) "buy" rating, pointing out that its overall performance in the second fiscal quarter exceeded expectations.
Guosheng Securities: Reaffirm alibaba-W (09988) "buy" rating, target price 114 HKD.
Alibaba Group Holding Is Maintained at Overweight by Barclays