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2021-03-23

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Keep on Buying Alibaba Stock, Says Analyst Following Investor Meeting<blockquote>分析师在投资者会议后表示，继续购买阿里巴巴-SW股票</blockquote>

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Since then, the Chinese economy has shown itself to be in rude health.<blockquote>新冠肺炎在世界其他地区之前影响了中国，但中国也是第一个摆脱疫情的。自那以后，中国经济表现出了健康的一面。</blockquote> According to the Chinese National Bureau of Statistics (NBS), retail sales in Jan-Feb were up by 33.8% year-over-year, although the uptick might be misleading as the pandemic was its peak in China during the same period in 2020. In comparison to the same period in 2019, growth increased by 3.2%. Specifically, in the e-commerce segment, there was growth of 32.5% vs. 2020 and 13.3% compared to 2019 - the latter figure in-line with the 13.4% growth exhibited in the December quarter.<blockquote>根据中国国家统计局（NBS）的数据，1-2月零售额同比增长33.8%，尽管这一增长可能具有误导性，因为疫情是2020年同期中国的高峰期。与2019年同期相比，增长了3.2%。具体来说，在电子商务领域，与2020年相比增长了32.5%，与2019年相比增长了13.3%，后者与12月份季度13.4%的增长一致。</blockquote> “For BABA in particular,” the 5-star analyst noted, “Our recent conversations with the company indicate that they've seen similar trends, and that demand remained robust so far in the quarter.”<blockquote>这位五星级分析师指出：“特别是对于阿里巴巴来说，我们最近与该公司的对话表明，他们也看到了类似的趋势，并且本季度迄今为止需求仍然强劲。”</blockquote> Alibaba has also been investing in its Core Commerce businesses – including in Taobao Deals, Taobao Live, New Retail, Taobao Grocery and Community Group Buying (CGB). This has impacted EBITA margins, which dropped to 34% in F3Q21 from 41% in F3Q20.<blockquote>阿里巴巴-SW还一直在投资其核心商业业务，包括淘宝交易、淘宝直播、新零售、淘宝杂货和社区团购（CGB）。这影响了EBITA利润率，EBITA利润率从2020年第三季度的41%降至2021年第三季度的34%。</blockquote> Alibaba hasn’t disclosed the size of the investments, but considering the drop in EBITA margins, Squali believes it is an “indicator of their magnitude.” In any case, Squali thinks the investments “mask” the stable profit margin levels of what the company refers to as the \"core core\" businesses – Taobao, Tmall and Alimama.<blockquote>阿里巴巴-SW尚未透露投资规模，但考虑到EBITA利润率的下降，斯夸利认为这是“投资规模的指标”。无论如何，斯夸利认为这些投资“掩盖”了该公司所说的“核心核心”业务——淘宝、天猫和阿里妈妈——稳定的利润率水平。</blockquote> Elsewhere, the cloud segment “continues to gain share and is now profitable” and Alibaba has continued to focus on lower-tier cities where the adoption of mobile commerce is gathering pace.<blockquote>在其他地方，云领域“继续获得份额，目前已实现盈利”，阿里巴巴-SW继续专注于移动商务采用步伐加快的低线城市。</blockquote> As for the regulatory issues that have plagued Alibaba over the past months, with the Chinese regulators conducting an antimonopoly probe and the halt of Ant Financial’s IPO – Squali regards them as “relevant concerns, but they do not alter our investment thesis for BABA at this point.”<blockquote>至于过去几个月困扰阿里巴巴-SW的监管问题，中国监管机构进行反垄断调查以及蚂蚁金服IPO被叫停——Squali将其视为“相关担忧，但它们不会改变我们目前对阿里巴巴的投资论点”点。”</blockquote> The analyst’s confidence is backed by a Buy rating and a $330 price target. This figure implies a 39% over the next 12 months.<blockquote>分析师的信心得到了买入评级和330美元目标价的支持。这个数字意味着未来12个月将增长39%。</blockquote> The rest of the Street also believes Alibaba is poised to execute; barring 1 Hold, all 18 other recent reviews say Buy. The stock, therefore, boasts a Strong Buy consensus rating, accompanied by a $325.63 average price target. Investors are looking at upside of ~37%, should the figure be met in the year ahead. <blockquote>华尔街的其他人也相信阿里巴巴-SW准备执行死刑；除1条持有外，最近其他18条评论均表示买入。因此，该股拥有强烈买入共识评级，平均目标价为325.63美元。如果未来一年达到这一数字，投资者预计上涨空间约为37%。</blockquote>","source":"lsy1584348713084","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Keep on Buying Alibaba Stock, Says Analyst Following Investor Meeting<blockquote>分析师在投资者会议后表示，继续购买阿里巴巴-SW股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKeep on Buying Alibaba Stock, Says Analyst Following Investor Meeting<blockquote>分析师在投资者会议后表示，继续购买阿里巴巴-SW股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nyahoo2021-03-23 10:27\n\n</h4>\n</header>\n<article>\nAfter holding investor meetings with some of Alibaba’s (BABA) top brass, Truist analystYoussef Squalilays out the simple reason why investors should consider owning shares.<blockquote>在与阿里巴巴-SW的一些（巴巴)Truist分析师Youssef Squali的高层阐述了投资者应该考虑持有股票的简单原因。</blockquote> “BABA maintains one of the fastest top line growth rates and highest profit margin profiles among our covered Internet mega-caps, yet it's the cheapest,” Squali said.<blockquote>斯夸利表示：“在我们涵盖的互联网大型股中，阿里巴巴保持着营收增长率最快、利润率最高的公司之一，但它也是最便宜的。”</blockquote> Covid-19 impacted China before the rest of the world, yet China was also the first to shake off the pandemic. Since then, the Chinese economy has shown itself to be in rude health.<blockquote>新冠肺炎在世界其他地区之前影响了中国，但中国也是第一个摆脱疫情的。自那以后，中国经济表现出了健康的一面。</blockquote> According to the Chinese National Bureau of Statistics (NBS), retail sales in Jan-Feb were up by 33.8% year-over-year, although the uptick might be misleading as the pandemic was its peak in China during the same period in 2020. In comparison to the same period in 2019, growth increased by 3.2%. Specifically, in the e-commerce segment, there was growth of 32.5% vs. 2020 and 13.3% compared to 2019 - the latter figure in-line with the 13.4% growth exhibited in the December quarter.<blockquote>根据中国国家统计局（NBS）的数据，1-2月零售额同比增长33.8%，尽管这一增长可能具有误导性，因为疫情是2020年同期中国的高峰期。与2019年同期相比，增长了3.2%。具体来说，在电子商务领域，与2020年相比增长了32.5%，与2019年相比增长了13.3%，后者与12月份季度13.4%的增长一致。</blockquote> “For BABA in particular,” the 5-star analyst noted, “Our recent conversations with the company indicate that they've seen similar trends, and that demand remained robust so far in the quarter.”<blockquote>这位五星级分析师指出：“特别是对于阿里巴巴来说，我们最近与该公司的对话表明，他们也看到了类似的趋势，并且本季度迄今为止需求仍然强劲。”</blockquote> Alibaba has also been investing in its Core Commerce businesses – including in Taobao Deals, Taobao Live, New Retail, Taobao Grocery and Community Group Buying (CGB). This has impacted EBITA margins, which dropped to 34% in F3Q21 from 41% in F3Q20.<blockquote>阿里巴巴-SW还一直在投资其核心商业业务，包括淘宝交易、淘宝直播、新零售、淘宝杂货和社区团购（CGB）。这影响了EBITA利润率，EBITA利润率从2020年第三季度的41%降至2021年第三季度的34%。</blockquote> Alibaba hasn’t disclosed the size of the investments, but considering the drop in EBITA margins, Squali believes it is an “indicator of their magnitude.” In any case, Squali thinks the investments “mask” the stable profit margin levels of what the company refers to as the \"core core\" businesses – Taobao, Tmall and Alimama.<blockquote>阿里巴巴-SW尚未透露投资规模，但考虑到EBITA利润率的下降，斯夸利认为这是“投资规模的指标”。无论如何，斯夸利认为这些投资“掩盖”了该公司所说的“核心核心”业务——淘宝、天猫和阿里妈妈——稳定的利润率水平。</blockquote> Elsewhere, the cloud segment “continues to gain share and is now profitable” and Alibaba has continued to focus on lower-tier cities where the adoption of mobile commerce is gathering pace.<blockquote>在其他地方，云领域“继续获得份额，目前已实现盈利”，阿里巴巴-SW继续专注于移动商务采用步伐加快的低线城市。</blockquote> As for the regulatory issues that have plagued Alibaba over the past months, with the Chinese regulators conducting an antimonopoly probe and the halt of Ant Financial’s IPO – Squali regards them as “relevant concerns, but they do not alter our investment thesis for BABA at this point.”<blockquote>至于过去几个月困扰阿里巴巴-SW的监管问题，中国监管机构进行反垄断调查以及蚂蚁金服IPO被叫停——Squali将其视为“相关担忧，但它们不会改变我们目前对阿里巴巴的投资论点”点。”</blockquote> The analyst’s confidence is backed by a Buy rating and a $330 price target. This figure implies a 39% over the next 12 months.<blockquote>分析师的信心得到了买入评级和330美元目标价的支持。这个数字意味着未来12个月将增长39%。</blockquote> The rest of the Street also believes Alibaba is poised to execute; barring 1 Hold, all 18 other recent reviews say Buy. The stock, therefore, boasts a Strong Buy consensus rating, accompanied by a $325.63 average price target. Investors are looking at upside of ~37%, should the figure be met in the year ahead. <blockquote>华尔街的其他人也相信阿里巴巴-SW准备执行死刑；除1条持有外，最近其他18条评论均表示买入。因此，该股拥有强烈买入共识评级，平均目标价为325.63美元。如果未来一年达到这一数字，投资者预计上涨空间约为37%。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://finance.yahoo.com/news/keep-buying-alibaba-stock-says-224609761.html\">yahoo</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://finance.yahoo.com/news/keep-buying-alibaba-stock-says-224609761.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170143533","content_text":"After holding investor meetings with some of Alibaba’s (BABA) top brass, Truist analystYoussef Squalilays out the simple reason why investors should consider owning shares.\n“BABA maintains one of the fastest top line growth rates and highest profit margin profiles among our covered Internet mega-caps, yet it's the cheapest,” Squali said.\nCovid-19 impacted China before the rest of the world, yet China was also the first to shake off the pandemic. Since then, the Chinese economy has shown itself to be in rude health.\nAccording to the Chinese National Bureau of Statistics (NBS), retail sales in Jan-Feb were up by 33.8% year-over-year, although the uptick might be misleading as the pandemic was its peak in China during the same period in 2020. In comparison to the same period in 2019, growth increased by 3.2%. Specifically, in the e-commerce segment, there was growth of 32.5% vs. 2020 and 13.3% compared to 2019 - the latter figure in-line with the 13.4% growth exhibited in the December quarter.\n“For BABA in particular,” the 5-star analyst noted, “Our recent conversations with the company indicate that they've seen similar trends, and that demand remained robust so far in the quarter.”\nAlibaba has also been investing in its Core Commerce businesses – including in Taobao Deals, Taobao Live, New Retail, Taobao Grocery and Community Group Buying (CGB). This has impacted EBITA margins, which dropped to 34% in F3Q21 from 41% in F3Q20.\nAlibaba hasn’t disclosed the size of the investments, but considering the drop in EBITA margins, Squali believes it is an “indicator of their magnitude.” In any case, Squali thinks the investments “mask” the stable profit margin levels of what the company refers to as the \"core core\" businesses – Taobao, Tmall and Alimama.\nElsewhere, the cloud segment “continues to gain share and is now profitable” and Alibaba has continued to focus on lower-tier cities where the adoption of mobile commerce is gathering pace.\nAs for the regulatory issues that have plagued Alibaba over the past months, with the Chinese regulators conducting an antimonopoly probe and the halt of Ant Financial’s IPO – Squali regards them as “relevant concerns, but they do not alter our investment thesis for BABA at this point.”\nThe analyst’s confidence is backed by a Buy rating and a $330 price target. This figure implies a 39% over the next 12 months.\nThe rest of the Street also believes Alibaba is poised to execute; barring 1 Hold, all 18 other recent reviews say Buy. The stock, therefore, boasts a Strong Buy consensus rating, accompanied by a $325.63 average price target. Investors are looking at upside of ~37%, should the figure be met in the year ahead.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":536,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/353196744"}