Summary
[CITIC Securities: Alibaba Cloud’s revenue and valuation growth will become important factors in the next round of supporting Alibaba’s market capitalization]CITIC Securities Research Report pointed out that in the future, Alibaba Cloud will shift from emphasizing “technical advantages” to improving “service capabilities” Infrastructure services expand to industry applications, from closed development to open source and strong ecological exploration. With cloud-nail integration, low-code development, and open source ecology, Alibaba Cloud is expected to further increase revenue and increase user stickiness in the government-enterprise digital transformation market. Alibaba Cloud’s revenue and valuation growth will become an important factor in the next round of supporting Alibaba’s market value increase. Maintain “Buy” rating on Alibaba Hong Kong stocks and U.S. stocks. (Gelonghui)
CITIC SecuritiesResearch reportIt is pointed out that in the future, Alibaba Cloud will shift from emphasizing “technical advantages” to improving “service capabilities”, from infrastructure services to industry applications, and from closed development to open source operations.JohnsonState exploration. With cloud-nail integration, low-code development, and open source ecology, Alibaba Cloud is expected to further increase revenue and increase user stickiness in the government-enterprise digital transformation market. Alibaba Cloud’s revenue and valuation growth will become an important factor in the next round of supporting Alibaba’s market value increase.maintainAlibaba“Buy” ratings for Hong Kong and US stocks.
(Source: Gelonghui)
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