摩根士丹利：阿里等股仍有上行空间
2026-07-25 12:54:29
据CNBC报道，摩根士丹利认为，在财报季前，仍有多只股票具备较大上行空间，其中包括阿里巴巴、Grab、Natera、Cadence Design Systems和苹果。该行分析师Gary Yu维持阿里巴巴为重点推荐，称其云基础设施在中国规模最大，有望在中国AI演进周期中抢占更多份额，并看好其强劲现金流、分红和持续回购；他将目标价下调至每股180美元，较此前的190美元下调。
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