rickmama
2021-02-01
[微笑] [微笑]
@小虎活动:
【有奖竞猜】预测阿里巴巴财报涨跌幅!
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referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/8c9ae8401cb41490ecc22ff25fdd32d1\" tg-width=\"1084\" tg-height=\"371\"></p> <p>阿里云本年度快速扩张,逐渐成为阿里第二大增长点,企业上云需求强烈,预计本季度阿里云收入同比增长近60%。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/4b09a10b2c76ce16088777484309c373\" tg-width=\"843\" tg-height=\"578\"></p> <p>投资者可能更感兴趣的是自去年11月以来持续不断的监管噪音对业绩的真实影响,这些噪音包括反垄断调查、蚂蚁金服IPO的暂停、对金融科技和支付业务的审查以及美国可能对支付宝的禁令。此外,用户天花板见顶,来自拼多多、京东等同业的竞争压力变大,股价可能对这些方面的数据更加敏感。</p> <p><b>最后</b></p> <p>虎友们怎么看阿里巴巴财报后走势[得意]?欢迎评论区留言说说你的看法。</p> <p><span style=\"color:rgba(255,139,0,1);\"><b>戳下方</b></span>投票预测当天涨跌幅,猜对更有66虎币奖励!</p></body></html>","text":"本周二盘前,电子商务巨头阿里巴巴将发布21财年Q3财报。 刚刚过去的这个季度,蚂蚁暂停IPO+反垄断风波,阿里巴巴难言顺利。最新Q3财报是否能提振市场信心,值得关注。一周一股大竞猜,虎妞和您猜猜看阿里(戳文末可直接投票)。$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 彭博一致预期阿里巴巴本季营收为2151.94亿元,同比增长33.3%; 预计调整后净利润567.72亿元,同比增长22.1%; 预计调整后每股收益20.34元,同比增长12%。 市场普遍预期的增长数字,均超过管理层预期。疫情推动下的核心电商业务具有极强的抗压能力和稳定性,有直播电商等新模式赋能“双十一”,本季度电商业务将保持稳定增长,监管对基本面冲击程度较小。 核心电商业务一直是阿里的基本盘也是营收和现金流的主要来源。过往财报显示,核心电商业务营收占总营收的比例超80%。 淘宝APP界面的升级和阿里巴巴对流媒体电子商务的承诺可能起到了帮助作用。去年10月,淘宝应用用户每天花费的时间超过了其主要竞争对手。根据Questmobile的数据,11月达到了一年来的最高点,尽管伴随激烈的竞争。此外,商家反馈显示阿里ROI有所提高。 阿里云本年度快速扩张,逐渐成为阿里第二大增长点,企业上云需求强烈,预计本季度阿里云收入同比增长近60%。 投资者可能更感兴趣的是自去年11月以来持续不断的监管噪音对业绩的真实影响,这些噪音包括反垄断调查、蚂蚁金服IPO的暂停、对金融科技和支付业务的审查以及美国可能对支付宝的禁令。此外,用户天花板见顶,来自拼多多、京东等同业的竞争压力变大,股价可能对这些方面的数据更加敏感。 最后 虎友们怎么看阿里巴巴财报后走势[得意]?欢迎评论区留言说说你的看法。 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