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@小虎活动：【有奖竞猜】预测阿里巴巴财报涨跌幅！

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href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a></p> <p>经历了蚂蚁暂停IPO和182亿巨额罚款，这次财报会有如何表现，虎妞和您盘盘看[财迷]~</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/dcea746b03bd2635c35de3be48f860c3\" tg-width=\"1050\" tg-height=\"701\"></p> <p><b>财报前瞻</b></p> <p>彭博共识预期阿里巴巴本季度营收1803.97亿元，调整后EPS为11.67元。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/e8955a5d5dd5e1dcc27a7c81ba0cb4ed\" tg-width=\"1870\" tg-height=\"214\"></p> <p><a target=\"_blank\" href=\"https://laohu8.com/U/36979109942400\">@小虎周报</a> 的观点认为，相比去年较低的比较基数，阿里巴巴本季度将实现强劲的业绩增长。</p> <p>一季度阿里巨额罚单落地，因垄断被中国市场监管总局处罚182亿元。本次处罚力度整体符合预期，对阿里财务与业务影响均有限。</p> <p>外界普遍预计，由于去年同期中国疫情严重影响了企业运营，本季度阿里营收将同比大增58%。阿里巴巴正在大幅增加对新业务和战略领域的投资，这在一定程度上是为了抓住由后疫情时期居家文化所驱动的新机遇、新机会，但也是为了应对拼多多、美团和京东等竞争对手的激进支出计划，目标是夺取农业和杂货分销的市场份额，支出激增短期内会抑制利润率，季度盈利或将不达预期。</p> <p>市场普遍预计第四季度息税前利润同比增长42%，落后于收入增速，Ebitda利润率也将下降2.3%。</p> <p><b>投资主题：被低估了吗</b></p> <p>财报分析预测之外，近期关于阿里巴巴的投资讨论，估值论也值得一看。</p> <p>阿里巴巴股价已从319美元的峰值跌至225美元，但去查看阿里巴巴的财务报表时，与收入、利润和现金流的爆炸增长相比，其估值立即显得偏低。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/16cc3d319fbb145644eaae753ac7ddd1\" tg-width=\"640\" tg-height=\"331\"></p> <p>如果查看阿里巴巴对未来几年的盈利预测，就会发现公司当前市盈率约为当前财年盈利的21倍，并且其年度盈利增长率估计接近20％。在所有其他条件相同的情况下，这意味着公司股东每年可获得近25％的总回报。</p> <p>市场通常不会提供像这样的机会，尤其在当前的牛市中。这迫使我们考虑收益的另一端即风险，例如反垄断问题，公司治理，会计数字等。</p> <p><b>最后</b></p> <p>虎友们如何看待阿里巴巴财报后当天走势[贱笑]，欢迎评论区留言说说你的看法。</p> <p><span style=\"color:rgba(255,158,0,1);\"><b>戳下方</b></span>投票预测，猜对更有66虎币奖励！</p></body></html>","htmlText":"<html><head></head><body><p>本周四5月13日盘前，阿里巴巴将发布21财年4季度财报。<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a></p> <p>经历了蚂蚁暂停IPO和182亿巨额罚款，这次财报会有如何表现，虎妞和您盘盘看[财迷]~</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/dcea746b03bd2635c35de3be48f860c3\" tg-width=\"1050\" tg-height=\"701\"></p> <p><b>财报前瞻</b></p> <p>彭博共识预期阿里巴巴本季度营收1803.97亿元，调整后EPS为11.67元。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/e8955a5d5dd5e1dcc27a7c81ba0cb4ed\" tg-width=\"1870\" tg-height=\"214\"></p> <p><a target=\"_blank\" href=\"https://laohu8.com/U/36979109942400\">@小虎周报</a> 的观点认为，相比去年较低的比较基数，阿里巴巴本季度将实现强劲的业绩增长。</p> <p>一季度阿里巨额罚单落地，因垄断被中国市场监管总局处罚182亿元。本次处罚力度整体符合预期，对阿里财务与业务影响均有限。</p> <p>外界普遍预计，由于去年同期中国疫情严重影响了企业运营，本季度阿里营收将同比大增58%。阿里巴巴正在大幅增加对新业务和战略领域的投资，这在一定程度上是为了抓住由后疫情时期居家文化所驱动的新机遇、新机会，但也是为了应对拼多多、美团和京东等竞争对手的激进支出计划，目标是夺取农业和杂货分销的市场份额，支出激增短期内会抑制利润率，季度盈利或将不达预期。</p> <p>市场普遍预计第四季度息税前利润同比增长42%，落后于收入增速，Ebitda利润率也将下降2.3%。</p> <p><b>投资主题：被低估了吗</b></p> <p>财报分析预测之外，近期关于阿里巴巴的投资讨论，估值论也值得一看。</p> <p>阿里巴巴股价已从319美元的峰值跌至225美元，但去查看阿里巴巴的财务报表时，与收入、利润和现金流的爆炸增长相比，其估值立即显得偏低。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/16cc3d319fbb145644eaae753ac7ddd1\" tg-width=\"640\" tg-height=\"331\"></p> 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