高盛：予阿里巴巴-SW(09988)“买入”评级 目标价104港元
高盛发布报告称，予阿里巴巴-SW(09988)“买入”评级，目标价104港元。
该行提到，阿里旗下淘天集团宣布多项商家政策调整，包括计划向淘宝和天猫商家收取0.6%的基础软件服务费，并同时取消天猫商家年费，估计对淘天集团2025下半财年的提成率(take rate)产生0.1至0.4个百分点的积极影响，并将EBITA预测提升4%至14%。报告又认为，软件服务费收费机制也有可能在阿里的生态系中进一步开放微信支付选项。
阿里将公布截止6月底止首财季业绩，该行预期淘天集团的商品成交金额(GMV)将级中至高单位数增长，CMR(用户管理收入)增长1%，并预计阿里近期盈利将会下降，淘天和整个阿里巴巴集团期内EBITA料分别跌5%和11%。该行相信，本年至今的GMV增长将重新加快，其增长调整及策略表明集团发展的核心业务已上轨道。
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