炒股思温饱
08-30 16:00
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@话题虎:
美团输了,阿里就赢了?!阿里财报,会有惊喜or惊吓?
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tg-height=\"710\"></p><p></p><p>回到今天港股盘后要发财报的阿里,<span style=\"color:#169179;\" class=\"color-mark\">也不知道美团的财报摆在那儿,对阿里的来说,会是利好or利空</span>。但值得庆幸的是,阿里还有AI,至少不会跌成美团那样,(现在大家醒悟了,外卖的护城河原来并没有那么深,祈祷阿里云业务能够补齐外卖补贴的短板)美团财报后,市场铺天盖地的都侧重在强调阿里的云业务:分析师一致认为,阿里云是阿里巴巴未来最核心的增长来源,云业务才是驱动整体营收与估值的关键板块,花旗预测云业务收入同比+21%,美银预测+25%,普遍看好延续高增长。<span class=\"teditor-emoji\">[正经]</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca7924bbc87658b0d54faef13b8aedb9\" tg-width=\"1274\" tg-height=\"380\"></p><p></p><p><strong><span style=\"color:#E67E23;\" class=\"color-mark\">大家觉得美团暂时输了,阿里是否就赢了?今天阿里的财报,会给恒科带来惊喜or惊吓?<span class=\"teditor-emoji\">[哇塞]</span></span></strong></p><p><strong>评论区分享你的观点或操作策略,一起赢取1000虎币奖励!</strong> <a data-mention-id=\"09618\" class=\"teditor-mention\" data-mention-name=\"京东集团-SW\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> <a data-mention-id=\"09988\" class=\"teditor-mention\" data-mention-name=\"阿里巴巴-W\" 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