2023年5月22日,

要點分析師看好中國大型科技公司即使在公司和他們的最新業績複蘇看起來不均勻。阿裏巴巴錯過了第一季度的收入預期,百度和騰訊在各自2023年第一季度收益超過預期。有樂觀後,阿裏巴巴宣布計劃剝離其雲業務作為一個單獨的,公眾上市公司,以及其物流和雜貨部門列表。“互聯網公司的監管環境似乎是寬鬆和我們看到阿裏巴巴關鍵受益人如中國代理,”摩根士丹利(Morgan Stanley)在5月16日的一份報告中說。消費者享受自己在南京路步行街,最繁忙的商業旅遊地標在上海,中國,2023年5月5日。CFOTO未來出版| |蓋蒂圖片社分析師看好中國大型科技公司即使在公司和他們的最新業績複蘇看起來不均勻。而搜索引擎巨頭百度5小時前“百度、阿裏巴巴、騰訊報道——大部分的收益是一個擊敗,”羅納德·亞強,高盛(Goldman Sachs)亞洲互聯網研究主管星期五告訴CNBC的“路牌亞洲”。阿裏巴巴低於分析師的營收預估,但收入同比上漲2%,達到2082億元人民幣(合296億美元)。科技巨頭的國內商業單位在第一季度下降了3%,而雲業務下降了2%——強調擔心中國消費者支出反彈可能並不像預期的那樣強大。注意到在阿裏巴巴股價下降,邵炯,巴克萊(Barclays)分析師周五稱,周末的七國集團峰會召開之前:“我認為,有一些地緣政治擔憂…… Investors are concerned about potential sort of a sanction against China and against Chinese companies." The leaders of the G-7 were in Hiroshima, Japan on the weekend to discuss global and regional issues, including challenges posed by China's policies and practices . In a joint statement G-7 leaders acknowledged that there's a need to de-risk and diversify from China — not decouple. They highlighted the need to "address challenges posed by China's policies and practices" and "counter malign practices, such as illegitimate technology transfer or data disclosure." watch now Shawn Yang of Blue Lotus Research Institute said in a report that the firm is "positive on the effect of separate listing and disclosures of several business units." Wedbush Securities analyst Dan Ives told CNBC that Alibaba's plan to spin off its Cloud unit was a "no brainer strategic move that we believe adds to the sum of the parts valuation on Baba" and a "step in the right direction for the Alibaba story." The regulatory environment for Internet companies appears to be easing and we see Alibaba as the key beneficiary as a China proxy. Morgan Stanley "The regulatory environment for Internet companies appears to be easing and we see Alibaba as the key beneficiary as a China proxy," said Morgan Stanley in a May 16 report on Alibaba, after the overhaul was announced. Read more about tech and crypto from CNBC Pro