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Damo: Ali Yun as a key catalyst for Ali ' s share price

On 4 August, Morgan Stanley indicated that Aliyun was expected to be the largest cloud market taker and that it was expected that it would continue to be a key catalyst for the price of Ariba ' s stock, which was the preferred target of the plate. In the report, it was noted that Ariyun's revenues were expected to grow by 45 per cent and accelerate in the first quarter of fiscal year 2027, and that the profitability of the cloud operations would be increased to 11 per cent, with a corporate rating of “encumbered” and a target price of $180. Citi report that the recent strong performance of Ariba ' s share price may reflect positive expectations of growth in income from Amazon AWS and Microsoft Azure cloud operations, as well as a significant increase in the 3.8-Max benchmark rate. From chip and cloud infrastructure to models and applications, companies with full-line capabilities, such as Ali Baba, are better able to take the lead by reiterating the Unit's “buy-in” rating at a target cost of $192。

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