<p>在过去三个月中，6 位分析师对阿里巴巴集团（NYSE: BABA）发布了从看涨到看跌的多样化观点。</p>
<p>下表总结了他们最近的评级，提供了过去 30 天情绪变化的概览，并与前几个月进行了比较。</p>
<table>
<thead>
<tr>
<th></th>
<th align="right"><strong>看涨</strong></th>
<th align="right"><strong>稍微看涨</strong></th>
<th align="right"><strong>无所谓</strong></th>
<th align="right"><strong>稍微看跌</strong></th>
<th align="right"><strong>看跌</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>总评级</strong></td>
<td align="right">3</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td><strong>过去 30 天</strong></td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td><strong>1 个月前</strong></td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td><strong>2 个月前</strong></td>
<td align="right">2</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td><strong>3 个月前</strong></td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
<p>分析师评估的 12 个月价格目标揭示了进一步的见解，平均目标为 210.0 美元，最高预估为 230.00 美元，最低预估为 190.00 美元。目前的平均价格目标较之前的平均价格目标下降了 1.1%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.benzinga.com/files/images/story/2026/1767902480_0.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="价格目标图表" width="700" height="500" original-src="https://imageproxy.pbkrs.com/https://www.benzinga.com/files/images/story/2026/1767902480_0.png"/></p>
<h2>分析师评级解析：详细审查</h2>
<p>对最近分析师行动的分析揭示了金融专家对阿里巴巴集团的看法。以下总结展示了关键分析师、他们的最新评估以及对评级和价格目标的调整。</p>
<table>
<thead>
<tr>
<th>分析师</th>
<th>分析师公司</th>
<th>采取的行动</th>
<th>评级</th>
<th>当前价格目标</th>
<th>之前价格目标</th>
</tr>
</thead>
<tbody>
<tr>
<td>Thomas Chong</td>
<td>Jefferies</td>
<td>下调</td>
<td>买入</td>
<td>$225.00</td>
<td>$231.00</td>
</tr>
<tr>
<td>Alicia Yap</td>
<td>Citigroup</td>
<td>上调</td>
<td>买入</td>
<td>$225.00</td>
<td>$218.00</td>
</tr>
<tr>
<td>Alex Yao</td>
<td>JP Morgan</td>
<td>下调</td>
<td>超配</td>
<td>$230.00</td>
<td>$240.00</td>
</tr>
<tr>
<td>Jiong Shao</td>
<td>Barclays</td>
<td>上调</td>
<td>超配</td>
<td>$195.00</td>
<td>$190.00</td>
</tr>
<tr>
<td>Fawne Jiang</td>
<td>Benchmark</td>
<td>维持</td>
<td>买入</td>
<td>$195.00</td>
<td>$195.00</td>
</tr>
<tr>
<td>Robin Zhu</td>
<td>Bernstein</td>
<td>下调</td>
<td>跑赢大盘</td>
<td>$190.00</td>
<td>$200.00</td>
</tr>
</tbody>
</table>
<h3>关键见解：</h3>
<ul>
<li><strong>采取的行动：</strong> 分析师根据市场条件和公司表现调整他们的建议。无论是 “维持”、“上调” 还是 “下调”，都反映了他们对阿里巴巴集团近期发展的反应。这些信息提供了分析师对公司当前状态的快照。</li>
<li><strong>评级：</strong> 通过获得见解，分析师提供定性评估，从 “跑赢大盘” 到 “跑输大盘”。这些评级反映了对阿里巴巴集团相对于更广泛市场的相对表现的预期。</li>
<li><strong>价格目标：</strong> 深入分析变动，分析师提供对阿里巴巴集团股票未来价值的估计。这一分析揭示了分析师预期随时间的变化。</li>
</ul>
<p>将这些分析师评估与其他财务指标结合考虑，可以提供对阿里巴巴集团市场地位的全面理解。保持信息灵通，利用我们的评级表做出明智的决策。</p>
<p>随时了解阿里巴巴集团的分析师评级。</p>
<h2>更深入了解阿里巴巴集团</h2>
<p>阿里巴巴是全球最大的在线和移动商务公司，以商品交易总额衡量。它运营着中国的在线市场，包括淘宝（消费者对消费者）和天猫（企业对消费者）。中国零售电子商务平台是阿里巴巴最有价值的现金流生成业务。其他收入来源包括中国批发电子商务、国际零售和批发电子商务、本地消费服务、旅游服务、云计算、数字媒体和娱乐、菜鸟物流服务及其他业务。</p>
<h3>阿里巴巴集团：财务概览</h3>
<p><strong>市值亮点：</strong> 超过行业平均水平的市值表明公司规模显著，显示出强大的信心和市场影响力。</p>
<p><strong>收入增长：</strong> 阿里巴巴集团在过去 3 个月的收入增长显著。截至 2025 年 9 月 30 日，公司实现了约 <strong>4.77%</strong> 的收入增长率。这表明公司顶线收益的显著增加。与同行相比，公司在消费品行业的增长率低于同行平均水平。</p>
<p><strong>净利润率：</strong> 阿里巴巴集团的财务实力体现在其卓越的净利润率上，超过行业平均水平。公司以 <strong>8.47%</strong> 的显著净利润率展示了强大的盈利能力和有效的成本管理。</p>
<p><strong>股本回报率（ROE）：</strong> 阿里巴巴集团的 ROE 超越行业基准，达到 <strong>2.05%</strong>。这表明公司在财务管理和股东权益资本的有效利用方面表现出色。</p>
<p><strong>资产回报率（ROA）：</strong> 公司的 ROA 表现突出，超过行业平均水平。以 <strong>1.13%</strong> 的令人印象深刻的 ROA，展示了公司对资产的有效利用。</p>
<p><strong>债务管理：</strong> 阿里巴巴集团的债务与股本比率低于行业平均水平，为 <strong>0.27</strong>，反映出对债务融资的依赖较低，财务策略更加保守。</p>
<h2>分析师评级基础知识</h2>
<p>分析师是银行和金融系统中的专家，通常为特定股票或特定行业报告。这些人研究公司财务报表，参加电话会议和会议，并与相关内部人士交谈，以确定股票的分析师评级。通常，分析师每季度对每只股票进行评级。</p>
<p>一些分析师会发布他们对增长预期、收益和收入等指标的预测，以提供额外的指导。在使用分析师评级时，重要的是要记住，股票和行业分析师也是人，他们只是向投资者提供自己的意见。</p>
<p>如果你想跟踪哪些分析师表现优于其他人，可以在 Benzinga Pro 查看更新的分析师评级以及分析师成功评分。</p>
<p>本文由 Benzinga 的自动内容引擎生成，并经过编辑审核。</p>

2 倍做多阿里巴巴 ETF - KraneShares

BABO

2 倍做多 BABA ETF - GraniteShares

<p>最近六位分析师对阿里巴巴集团（NYSE:BABA）进行了评级，显示出从看涨到看跌的情绪混合。12 个月的平均目标价为 210.00 美元，最高为 230.00 美元，最低为 190.00 美元。近期的行动包括杰富瑞将其目标价下调至 225.00 美元，而花旗集团则将其目标价上调至 225.00 美元。阿里巴巴的财务数据显示，收入增长为 4.77%，净利润率为 8.47%，债务与股本比率为 0.27，表明其盈利能力强且财务管理稳健。分析师评级为市场预期和公司表现提供了洞察</p>

<p>Providing a diverse range of perspectives from bullish to bearish, 6 analysts have published ratings on Alibaba Gr Hldgs (NYSE: BABA) in the last three months.</p>
<div class="lb-trans"><p>在过去三个月中，6 位分析师对阿里巴巴集团（NYSE: BABA）发布了从看涨到看跌的多样化观点。</p>
</div><p>The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.</p>
<div class="lb-trans"><p>下表总结了他们最近的评级，提供了过去 30 天情绪变化的概览，并与前几个月进行了比较。</p>
</div><table>
<thead>
<tr>
<th></th>
<th align="right"><strong>Bullish</strong></th>
<th align="right"><strong>Somewhat Bullish</strong></th>
<th align="right"><strong>Indifferent</strong></th>
<th align="right"><strong>Somewhat Bearish</strong></th>
<th align="right"><strong>Bearish</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>Total Ratings</strong></td>
<td align="right">3</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td><strong>Last 30D</strong></td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td><strong>1M Ago</strong></td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td><strong>2M Ago</strong></td>
<td align="right">2</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td><strong>3M Ago</strong></td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th></th>
<th align="right"><strong>看涨</strong></th>
<th align="right"><strong>稍微看涨</strong></th>
<th align="right"><strong>无所谓</strong></th>
<th align="right"><strong>稍微看跌</strong></th>
<th align="right"><strong>看跌</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>总评级</strong></td>
<td align="right">3</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td><strong>过去 30 天</strong></td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td><strong>1 个月前</strong></td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td><strong>2 个月前</strong></td>
<td align="right">2</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td><strong>3 个月前</strong></td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
</div><p>The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $210.0, a high estimate of $230.00, and a low estimate of $190.00. A decline of 1.1% from the prior average price target is evident in the current average.</p>
<div class="lb-trans"><p>分析师评估的 12 个月价格目标揭示了进一步的见解，平均目标为 210.0 美元，最高预估为 230.00 美元，最低预估为 190.00 美元。目前的平均价格目标较之前的平均价格目标下降了 1.1%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.benzinga.com/files/images/story/2026/1767902480_0.png" alt="price target chart" original-src="https://www.benzinga.com/files/images/story/2026/1767902480_0.png"/></p>
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
<div class="lb-trans"><h2>分析师评级解析：详细审查</h2>
</div><p>The analysis of recent analyst actions sheds light on the perception of Alibaba Gr Hldgs by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.</p>
<div class="lb-trans"><p>对最近分析师行动的分析揭示了金融专家对阿里巴巴集团的看法。以下总结展示了关键分析师、他们的最新评估以及对评级和价格目标的调整。</p>
</div><table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Thomas Chong</td>
<td>Jefferies</td>
<td>Lowers</td>
<td>Buy</td>
<td>$225.00</td>
<td>$231.00</td>
</tr>
<tr>
<td>Alicia Yap</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Buy</td>
<td>$225.00</td>
<td>$218.00</td>
</tr>
<tr>
<td>Alex Yao</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$230.00</td>
<td>$240.00</td>
</tr>
<tr>
<td>Jiong Shao</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$195.00</td>
<td>$190.00</td>
</tr>
<tr>
<td>Fawne Jiang</td>
<td>Benchmark</td>
<td>Maintains</td>
<td>Buy</td>
<td>$195.00</td>
<td>$195.00</td>
</tr>
<tr>
<td>Robin Zhu</td>
<td>Bernstein</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$190.00</td>
<td>$200.00</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th>分析师</th>
<th>分析师公司</th>
<th>采取的行动</th>
<th>评级</th>
<th>当前价格目标</th>
<th>之前价格目标</th>
</tr>
</thead>
<tbody>
<tr>
<td>Thomas Chong</td>
<td>Jefferies</td>
<td>下调</td>
<td>买入</td>
<td>$225.00</td>
<td>$231.00</td>
</tr>
<tr>
<td>Alicia Yap</td>
<td>Citigroup</td>
<td>上调</td>
<td>买入</td>
<td>$225.00</td>
<td>$218.00</td>
</tr>
<tr>
<td>Alex Yao</td>
<td>JP Morgan</td>
<td>下调</td>
<td>超配</td>
<td>$230.00</td>
<td>$240.00</td>
</tr>
<tr>
<td>Jiong Shao</td>
<td>Barclays</td>
<td>上调</td>
<td>超配</td>
<td>$195.00</td>
<td>$190.00</td>
</tr>
<tr>
<td>Fawne Jiang</td>
<td>Benchmark</td>
<td>维持</td>
<td>买入</td>
<td>$195.00</td>
<td>$195.00</td>
</tr>
<tr>
<td>Robin Zhu</td>
<td>Bernstein</td>
<td>下调</td>
<td>跑赢大盘</td>
<td>$190.00</td>
<td>$200.00</td>
</tr>
</tbody>
</table>
</div><h3>Key Insights:</h3>
<div class="lb-trans"><h3>关键见解：</h3>
</div><ul>
<li><strong>Action Taken:</strong> Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Alibaba Gr Hldgs. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li><strong>Rating:</strong> Gaining insights, analysts provide qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Alibaba Gr Hldgs compared to the broader market.</li>
<li><strong>Price Targets:</strong> Delving into movements, analysts provide estimates for the future value of Alibaba Gr Hldgs's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>采取的行动：</strong> 分析师根据市场条件和公司表现调整他们的建议。无论是 “维持”、“上调” 还是 “下调”，都反映了他们对阿里巴巴集团近期发展的反应。这些信息提供了分析师对公司当前状态的快照。</li>
<li><strong>评级：</strong> 通过获得见解，分析师提供定性评估，从 “跑赢大盘” 到 “跑输大盘”。这些评级反映了对阿里巴巴集团相对于更广泛市场的相对表现的预期。</li>
<li><strong>价格目标：</strong> 深入分析变动，分析师提供对阿里巴巴集团股票未来价值的估计。这一分析揭示了分析师预期随时间的变化。</li>
</ul>
</div><p>Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of Alibaba Gr Hldgs's market position. Stay informed and make well-informed decisions with our Ratings Table.</p>
<div class="lb-trans"><p>将这些分析师评估与其他财务指标结合考虑，可以提供对阿里巴巴集团市场地位的全面理解。保持信息灵通，利用我们的评级表做出明智的决策。</p>
</div><p>Stay up to date on Alibaba Gr Hldgs analyst ratings.</p>
<div class="lb-trans"><p>随时了解阿里巴巴集团的分析师评级。</p>
</div><h2>Get to Know Alibaba Gr Hldgs Better</h2>
<div class="lb-trans"><h2>更深入了解阿里巴巴集团</h2>
</div><p>Alibaba is the world's largest online and mobile commerce company as measured by gross merchandise volume. It operates China's online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). The China retail e-commerce platform is the most valuable cash flow-generating business at Alibaba. Additional revenue sources include China wholesale e-commerce, international retail and wholesale e-commerce, local consumer services, travel services, cloud computing, digital media and entertainment, Cainiao logistics services, and other businesses.</p>
<div class="lb-trans"><p>阿里巴巴是全球最大的在线和移动商务公司，以商品交易总额衡量。它运营着中国的在线市场，包括淘宝（消费者对消费者）和天猫（企业对消费者）。中国零售电子商务平台是阿里巴巴最有价值的现金流生成业务。其他收入来源包括中国批发电子商务、国际零售和批发电子商务、本地消费服务、旅游服务、云计算、数字媒体和娱乐、菜鸟物流服务及其他业务。</p>
</div><h3>Alibaba Gr Hldgs: A Financial Overview</h3>
<div class="lb-trans"><h3>阿里巴巴集团：财务概览</h3>
</div><p><strong>Market Capitalization Highlights:</strong> Above the industry average, the company's market capitalization signifies a significant scale, indicating strong confidence and market prominence.</p>
<div class="lb-trans"><p><strong>市值亮点：</strong> 超过行业平均水平的市值表明公司规模显著，显示出强大的信心和市场影响力。</p>
</div><p><strong>Revenue Growth:</strong> Alibaba Gr Hldgs's revenue growth over a period of 3M has been noteworthy. As of 30 September, 2025, the company achieved a revenue growth rate of approximately <strong>4.77%</strong>. This indicates a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Consumer Discretionary sector.</p>
<div class="lb-trans"><p><strong>收入增长：</strong> 阿里巴巴集团在过去 3 个月的收入增长显著。截至 2025 年 9 月 30 日，公司实现了约 <strong>4.77%</strong> 的收入增长率。这表明公司顶线收益的显著增加。与同行相比，公司在消费品行业的增长率低于同行平均水平。</p>
</div><p><strong>Net Margin:</strong> Alibaba Gr Hldgs's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of <strong>8.47%,</strong> the company showcases strong profitability and effective cost management.</p>
<div class="lb-trans"><p><strong>净利润率：</strong> 阿里巴巴集团的财务实力体现在其卓越的净利润率上，超过行业平均水平。公司以 <strong>8.47%</strong> 的显著净利润率展示了强大的盈利能力和有效的成本管理。</p>
</div><p><strong>Return on Equity (ROE):</strong> Alibaba Gr Hldgs's ROE excels beyond industry benchmarks, reaching <strong>2.05%</strong>. This signifies robust financial management and efficient use of shareholder equity capital.</p>
<div class="lb-trans"><p><strong>股本回报率（ROE）：</strong> 阿里巴巴集团的 ROE 超越行业基准，达到 <strong>2.05%</strong>。这表明公司在财务管理和股东权益资本的有效利用方面表现出色。</p>
</div><p><strong>Return on Assets (ROA):</strong> The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of <strong>1.13%,</strong> the company showcases effective utilization of assets.</p>
<div class="lb-trans"><p><strong>资产回报率（ROA）：</strong> 公司的 ROA 表现突出，超过行业平均水平。以 <strong>1.13%</strong> 的令人印象深刻的 ROA，展示了公司对资产的有效利用。</p>
</div><p><strong>Debt Management:</strong> Alibaba Gr Hldgs's debt-to-equity ratio is below the industry average at <strong>0.27</strong>, reflecting a lower dependency on debt financing and a more conservative financial approach.</p>
<div class="lb-trans"><p><strong>债务管理：</strong> 阿里巴巴集团的债务与股本比率低于行业平均水平，为 <strong>0.27</strong>，反映出对债务融资的依赖较低，财务策略更加保守。</p>
</div><h2>The Basics of Analyst Ratings</h2>
<div class="lb-trans"><h2>分析师评级基础知识</h2>
</div><p>Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter.</p>
<div class="lb-trans"><p>分析师是银行和金融系统中的专家，通常为特定股票或特定行业报告。这些人研究公司财务报表，参加电话会议和会议，并与相关内部人士交谈，以确定股票的分析师评级。通常，分析师每季度对每只股票进行评级。</p>
</div><p>Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.</p>
<div class="lb-trans"><p>一些分析师会发布他们对增长预期、收益和收入等指标的预测，以提供额外的指导。在使用分析师评级时，重要的是要记住，股票和行业分析师也是人，他们只是向投资者提供自己的意见。</p>
</div><p>If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in Benzinga Pro.</p>
<div class="lb-trans"><p>如果你想跟踪哪些分析师表现优于其他人，可以在 Benzinga Pro 查看更新的分析师评级以及分析师成功评分。</p>
</div><p>This article was generated by Benzinga's automated content engine and reviewed by an editor.</p>
<div class="lb-trans"><p>本文由 Benzinga 的自动内容引擎生成，并经过编辑审核。</p>
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解析阿里巴巴集团控股：六位分析师分享他们的看法