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十五的宝藏

十五的宝藏

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十五的宝藏

2022-08-10

[爱你] [愤怒] [微笑] [真香] [害羞] [流泪] [得意]

十五的宝藏

2022-06-20

$微型10年美债收益率2206(10Y2206)$美债给机会，必须魄力啊

十五的宝藏

2022-06-20

$微型10年美债收益率2206(10Y2206)$想不到这里静悄悄。

十五的宝藏

2021-09-02

'

瑞银将AAC Technologies(AACAY)的评级从卖出提升至中性

十五的宝藏

2021-07-28

我以为自己穿越了

财报前瞻：年内股价回撤20%，阿里财报能让市场重拾信心吗？

十五的宝藏

2021-04-20

这篇文章不错，转发给大家看

@华人道纳智选TDC:这一期来给大家讲讲call spread的原理与使用方式，以及credit和debit之间的区别YouTube：https://www.youtube.com/channel/UCp19Lg0zGiDcjikNzJ2mPUg

十五的宝藏

2021-04-17

$蛋壳公寓(DNK)$还有持仓的冒个泡，商量一下怎么办啊

十五的宝藏

2021-04-08

$蛋壳公寓(DNK)$持有空单的慌不慌

十五的宝藏

2021-03-22

$蛋壳公寓(DNK)$美股有什么规则，不公告，就这样长期停牌了？

十五的宝藏

2020-08-28

$携程网(TCOM)$携程何时发半年报？哪位大神知道美股规则？最迟何时发？

十五的宝藏

2020-06-30

$蛋壳公寓(DNK)$$蛋壳公寓(DNK)$p2p倒闭潮大家应该记忆犹新。p2p出问题的原因是什么？公司以“信贷”为媒介链接客户两端但一端支出远大于另一端收入积重难返客户损失无法挽回把上面的信贷两个字换成“租房” 我们说的是谁咯？

十五的宝藏

2020-06-21

$蛋壳公寓(DNK)$p2p倒闭潮大家应该记忆犹新。p2p出问题的原因是什么？公司以“信贷”为媒介链接客户两端但一端支出远大于另一端收入积重难返客户损失无法挽回把上面的信贷两个字换成“租房” 我们说的是谁咯？

十五的宝藏

2020-04-02

$瑞幸咖啡(LK)$报表都不看，亏死你们算了。45亿现金及其等价物，总负债15亿元，市值都跌到18亿元。还用抛吗？

十五的宝藏

2020-03-18

$特斯拉(TSLA)$啥时候到反弹[开心]

十五的宝藏

2020-03-09

$蛋壳公寓(DNK)$这孙子怎么不跌

十五的宝藏

2020-03-06

$蛋壳公寓(DNK)$什么情况，开盘五分钟，没有买卖盘？

十五的宝藏

2019-09-18

$中芯国际(00981)$^_^m ^_^领袖^_^

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/UBS\">瑞银</a>分析师Grace Chen将AAC Technologies</span><span>(AACAY)</span><span>的评级从 \"卖出 \"提升至 \"中性\"，目标价为60港元，高于32.50港元。该分析师指出，提升评级的原因是有更好的镜头前景。</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/528f1b5f95c1aa85d740d858963e7e8f","relate_stocks":{"AACAY":"瑞声科技ADR"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=119891057f2bc753fd42c634732b865f","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146792710","content_text":"凤凰网港股|瑞银分析师Grace Chen将AAC Technologies(AACAY)的评级从 \"卖出 \"提升至 \"中性\"，目标价为60港元，高于32.50港元。该分析师指出，提升评级的原因是有更好的镜头前景。","news_type":1,"symbols_score_info":{"AACAY":1}},"isVote":1,"tweetType":1,"viewCount":1447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801950413,"gmtCreate":1627480465332,"gmtModify":1627480465332,"author":{"id":"3529123717090736","authorId":"3529123717090736","name":"十五的宝藏","avatar":"https://static.tigerbbs.com/55f96f0cee729804cc391cc7ea9be72f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3529123717090736","authorIdStr":"3529123717090736"},"themes":[],"htmlText":"我以为自己穿越了","listText":"我以为自己穿越了","text":"我以为自己穿越了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801950413","repostId":"1164862792","repostType":2,"repost":{"id":"1164862792","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627467358,"share":"https://ttm.financial/m/news/1164862792?lang=&edition=full","pubTime":"2021-07-28 18:15","market":"us","language":"zh","title":"财报前瞻：年内股价回撤20%，阿里财报能让市场重拾信心吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1164862792","media":"老虎资讯综合","summary":"近日，在美上市中概股出现了自2008年金融危机以来的最大跌幅。从今年2月至今的五个月里，在美国上市的中国公司的股票价值就被抹去了约7700亿美元。在市场对中概股的一片悲观情绪中，$阿里巴巴$将于8月3日美股盘前发布2022财年Q1财季的业绩报告。阿里年内累跌20%，最新收盘价较去年10月高点跌幅约42%，体现市场对公司的悲观预期。在电商行业增速放缓的背景下，阿里巴巴会否提供一份亮眼的财报，让市场重拾信心？","content":"<p>近日，在美上市中概股出现了自2008年金融危机以来的最大跌幅。从今年2月至今的五个月里，在美国上市的中国公司的股票价值就被抹去了约7700亿美元。</p>\n<p>在市场对中概股的一片悲观情绪中，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>将于8月3日美股盘前发布2022财年Q1财季（截至2021年6月底季度）的业绩报告。阿里年内累跌20%（<a href=\"https://laohu8.com/S/JD\">京东</a>累跌约26%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>累跌约55%），最新收盘价较去年10月高点跌幅约42%，体现市场对公司的悲观预期。在电商行业增速放缓的背景下，阿里巴巴会否提供一份亮眼的财报，让市场重拾信心？</p>\n<p><img src=\"https://static.tigerbbs.com/5b6463d2a076ebefe9d94ac29da16746\" tg-width=\"1129\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2021财年Q4财季业绩回顾</b></p>\n<p>阿里巴巴今日发布2021财年Q4及全年财报。财报显示，阿里巴巴当季收入为1873.95亿元，同比增长64%；净亏损76.54亿元，主要来自此前反垄断罚款，若剔除该影响，非公认会计准则下净利润为262.16亿元。</p>\n<p>值得注意的是，2021财年Q4财季，营收同比增速创近三年以来新高。原因主要体现在两方面：其一，搜索变现单次点击平均单价的上升，包括推荐信息流在内的新变现模式的收入增长，以及中国零售市场线上实物商品GMV（剔除未支付订单）的强劲增长。其二，基数较低。去年同期正值新冠肺炎疫情初期，受疫情影响经济活动严重放缓。</p>\n<p>此外，Q4财季，阿里巴巴毛利率创近三年新低至33.1%，主要原因是阿里发展战略向重资产转移，通过整合线上线下，升级消费者的体验。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/159cb01913d48a59456f3d05a6fc04ea\" tg-width=\"794\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>数据来源：彭博；制图：老虎证券</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e167f1e17666536b8f43540c466451f4\" tg-width=\"550\" tg-height=\"327\" referrerpolicy=\"no-referrer\"><span>数据来源：彭博；制图：老虎证券</span></p>\n<p><b>按业务来看，</b>Q4财季，核心电商营收1613.65亿元，同比增长72%；云计算营收167.61亿元，同比增长37%；数字媒体和娱乐营收80.47亿元，同比增长12%；创新业务及其他营收12.22亿元，同比增长18%。</p>\n<p>可以看到电商依旧是阿里的基本盘，是带动业绩增长的主力军。其次是云计算业务，Q4财季营收同比增长37%。包含新零售的创新业务营收也增长了18%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e6e00193a2b82a5f19bc88753a8344e\" tg-width=\"724\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>数据来源：彭博；制图：老虎证券</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af53e8176c105558d5cd7f62773a34d7\" tg-width=\"767\" tg-height=\"454\" referrerpolicy=\"no-referrer\"><span>数据来源：彭博；制图：老虎证券</span></p>\n<p><b>用户方面，</b>Q4财季，阿里巴巴中国零售市场净增年度活跃用户3200万，增量创9季度以来新高，截至2021年3月31日，阿里巴巴中国区年度活跃消费者达8.11亿，移动端月活用户达9.25亿。阿里巴巴全球年度活跃消费者突破10亿里程碑达到11.3亿。</p>\n<p>阿里巴巴在财报中重申，其用户增长主要来自下沉市场，2021财年大约70%的新增年度活跃消费者来自欠发达地区。阿里巴巴此前推出的淘宝特价版年度活跃消费用户已超过1.5亿。</p>\n<p>此外，2021财年，阿里巴巴生态体系GMV达到8.119万亿元（约1.2万亿美元），其中，中国市场GMV为7.494万亿元。消费者年均交易金额超9200元（约1404美元）。</p>\n<p><b>2022财年Q1财季哪些要点需要关注</b></p>\n<p><b>1、核心电商增速如何？</b></p>\n<p><b>整体来看，中国电商零售行业的增速正在放缓。</b>emarketer本月初发布的报告显示，去年中国电商零售增长20%，低于预测的27.5%，emarketer预计今年将继续减速，预计增速降至18.5%。</p>\n<p>emarketer还称，按销售额计算，阿里仍是全球最大的电商公司，但其2020年在中国电商市场的份额首次降至50%以下，反倒是拼多多和京东的增速要快的多。emarketer预计，今年阿里、京东和拼多多市场占有率分别为47.1%、13.2%和16.9%，三家电商巨头整体市场份额将达77.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/3d44f9a1da04379cb4e18651c48eb0d6\" tg-width=\"501\" tg-height=\"513\" referrerpolicy=\"no-referrer\"></p>\n<p>另外，根据NBS，安信证券计算得今年4月、5月物商品网上零售总体额同比分别增长6.8%和7.7%，在去年高基数的基础上增速回落。</p>\n<p>安信证券预计，阿里核心电商业务贴合行业增长放缓趋势，并预计2022财年Q1财季中国零售市场营收同比增长36%，其中，客户服务收入（CRM包括佣金）同比增长15%，货币化率水平保持相对稳定。另外，其他收入同比增长85%，去年同期盒马和天猫超市的高基数效应或带来一定同比压力。</p>\n<p>阿里巴巴并未公布此次618销售GMV绝对数值，公司表示，将为商家和用户提供更优质的体验作为重点，<a href=\"https://laohu8.com/S/600958\">东方证券</a>预计，阿里在2022年Q1财季整体GMV同比增长14%。</p>\n<p><b>2、丢失一个海外客户，云计算增速料将放</b><b>缓</b></p>\n<p>其次，是云计算业务，考虑到上一季度阿里云丢失一个海外大客户，安信证券预计阿里云营收增速将同比放缓至34%。未来，随着阿里云在早期互联网行业客户基础之上，对金融、政府等传统行业客户的进一步开拓，云业务与细分行业的联系将更加紧密，未来云计算在打磨产品技术的同时，也将更加强调精细化的服务以满足细分行业用户需求。</p>\n<p><b>3、战略聚焦新零售</b></p>\n<p>当前阶段，阿里的战略主要聚焦社区团购、淘特和本地生活版块。阿里入局社区电商赛道晚于竞争对手，整体订单数量不占优势，但在低基数效应下或起量较快。5月淘宝特价版进行品牌升级，更名为淘特，除特价优势之外，还强调为用户提供更好的商品与服务。QuestMoblie数据显示截至5月淘特 MAU已达 9938万。</p>\n<p>此外，月初阿里再度进行组织架构调整，主要涉及三个业务板块：本地生活整合、新零售调整和中台高管调整。<a href=\"https://laohu8.com/S/601066\">中信建投</a>称，阿里组织架构再调整，旨在聚焦本地生活加强各业务的协同效应，进一步满足消费者多样化的服务需求。</p>\n<p><b>2022年Q1财季业绩预期</b></p>\n<p>彭博社一直预期2022年Q1财季，阿里巴巴营收为2099亿元，调整后净利润390亿元，调整后每股收益14.3元。</p>\n<p>安信证券称，公司在战略领域的投入决心坚定，生态协同效应有望支持长期可持续增长。并预计2022财年和2023财年，调整后整体净利为 1620亿元和2066亿元，调整后净利率为 17.4%和17.8%。</p>\n<p><img src=\"https://static.tigerbbs.com/e81cb047636c129dda41835208148958\" tg-width=\"1918\" tg-height=\"724\" referrerpolicy=\"no-referrer\"></p>","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>财报前瞻：年内股价回撤20%，阿里财报能让市场重拾信心吗？</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n财报前瞻：年内股价回撤20%，阿里财报能让市场重拾信心吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-28 18:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>近日，在美上市中概股出现了自2008年金融危机以来的最大跌幅。从今年2月至今的五个月里，在美国上市的中国公司的股票价值就被抹去了约7700亿美元。</p>\n<p>在市场对中概股的一片悲观情绪中，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>将于8月3日美股盘前发布2022财年Q1财季（截至2021年6月底季度）的业绩报告。阿里年内累跌20%（<a href=\"https://laohu8.com/S/JD\">京东</a>累跌约26%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>累跌约55%），最新收盘价较去年10月高点跌幅约42%，体现市场对公司的悲观预期。在电商行业增速放缓的背景下，阿里巴巴会否提供一份亮眼的财报，让市场重拾信心？</p>\n<p><img src=\"https://static.tigerbbs.com/5b6463d2a076ebefe9d94ac29da16746\" tg-width=\"1129\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2021财年Q4财季业绩回顾</b></p>\n<p>阿里巴巴今日发布2021财年Q4及全年财报。财报显示，阿里巴巴当季收入为1873.95亿元，同比增长64%；净亏损76.54亿元，主要来自此前反垄断罚款，若剔除该影响，非公认会计准则下净利润为262.16亿元。</p>\n<p>值得注意的是，2021财年Q4财季，营收同比增速创近三年以来新高。原因主要体现在两方面：其一，搜索变现单次点击平均单价的上升，包括推荐信息流在内的新变现模式的收入增长，以及中国零售市场线上实物商品GMV（剔除未支付订单）的强劲增长。其二，基数较低。去年同期正值新冠肺炎疫情初期，受疫情影响经济活动严重放缓。</p>\n<p>此外，Q4财季，阿里巴巴毛利率创近三年新低至33.1%，主要原因是阿里发展战略向重资产转移，通过整合线上线下，升级消费者的体验。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/159cb01913d48a59456f3d05a6fc04ea\" tg-width=\"794\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>数据来源：彭博；制图：老虎证券</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e167f1e17666536b8f43540c466451f4\" tg-width=\"550\" tg-height=\"327\" referrerpolicy=\"no-referrer\"><span>数据来源：彭博；制图：老虎证券</span></p>\n<p><b>按业务来看，</b>Q4财季，核心电商营收1613.65亿元，同比增长72%；云计算营收167.61亿元，同比增长37%；数字媒体和娱乐营收80.47亿元，同比增长12%；创新业务及其他营收12.22亿元，同比增长18%。</p>\n<p>可以看到电商依旧是阿里的基本盘，是带动业绩增长的主力军。其次是云计算业务，Q4财季营收同比增长37%。包含新零售的创新业务营收也增长了18%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e6e00193a2b82a5f19bc88753a8344e\" tg-width=\"724\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>数据来源：彭博；制图：老虎证券</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af53e8176c105558d5cd7f62773a34d7\" tg-width=\"767\" tg-height=\"454\" referrerpolicy=\"no-referrer\"><span>数据来源：彭博；制图：老虎证券</span></p>\n<p><b>用户方面，</b>Q4财季，阿里巴巴中国零售市场净增年度活跃用户3200万，增量创9季度以来新高，截至2021年3月31日，阿里巴巴中国区年度活跃消费者达8.11亿，移动端月活用户达9.25亿。阿里巴巴全球年度活跃消费者突破10亿里程碑达到11.3亿。</p>\n<p>阿里巴巴在财报中重申，其用户增长主要来自下沉市场，2021财年大约70%的新增年度活跃消费者来自欠发达地区。阿里巴巴此前推出的淘宝特价版年度活跃消费用户已超过1.5亿。</p>\n<p>此外，2021财年，阿里巴巴生态体系GMV达到8.119万亿元（约1.2万亿美元），其中，中国市场GMV为7.494万亿元。消费者年均交易金额超9200元（约1404美元）。</p>\n<p><b>2022财年Q1财季哪些要点需要关注</b></p>\n<p><b>1、核心电商增速如何？</b></p>\n<p><b>整体来看，中国电商零售行业的增速正在放缓。</b>emarketer本月初发布的报告显示，去年中国电商零售增长20%，低于预测的27.5%，emarketer预计今年将继续减速，预计增速降至18.5%。</p>\n<p>emarketer还称，按销售额计算，阿里仍是全球最大的电商公司，但其2020年在中国电商市场的份额首次降至50%以下，反倒是拼多多和京东的增速要快的多。emarketer预计，今年阿里、京东和拼多多市场占有率分别为47.1%、13.2%和16.9%，三家电商巨头整体市场份额将达77.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/3d44f9a1da04379cb4e18651c48eb0d6\" tg-width=\"501\" tg-height=\"513\" referrerpolicy=\"no-referrer\"></p>\n<p>另外，根据NBS，安信证券计算得今年4月、5月物商品网上零售总体额同比分别增长6.8%和7.7%，在去年高基数的基础上增速回落。</p>\n<p>安信证券预计，阿里核心电商业务贴合行业增长放缓趋势，并预计2022财年Q1财季中国零售市场营收同比增长36%，其中，客户服务收入（CRM包括佣金）同比增长15%，货币化率水平保持相对稳定。另外，其他收入同比增长85%，去年同期盒马和天猫超市的高基数效应或带来一定同比压力。</p>\n<p>阿里巴巴并未公布此次618销售GMV绝对数值，公司表示，将为商家和用户提供更优质的体验作为重点，<a href=\"https://laohu8.com/S/600958\">东方证券</a>预计，阿里在2022年Q1财季整体GMV同比增长14%。</p>\n<p><b>2、丢失一个海外客户，云计算增速料将放</b><b>缓</b></p>\n<p>其次，是云计算业务，考虑到上一季度阿里云丢失一个海外大客户，安信证券预计阿里云营收增速将同比放缓至34%。未来，随着阿里云在早期互联网行业客户基础之上，对金融、政府等传统行业客户的进一步开拓，云业务与细分行业的联系将更加紧密，未来云计算在打磨产品技术的同时，也将更加强调精细化的服务以满足细分行业用户需求。</p>\n<p><b>3、战略聚焦新零售</b></p>\n<p>当前阶段，阿里的战略主要聚焦社区团购、淘特和本地生活版块。阿里入局社区电商赛道晚于竞争对手，整体订单数量不占优势，但在低基数效应下或起量较快。5月淘宝特价版进行品牌升级，更名为淘特，除特价优势之外，还强调为用户提供更好的商品与服务。QuestMoblie数据显示截至5月淘特 MAU已达 9938万。</p>\n<p>此外，月初阿里再度进行组织架构调整，主要涉及三个业务板块：本地生活整合、新零售调整和中台高管调整。<a href=\"https://laohu8.com/S/601066\">中信建投</a>称，阿里组织架构再调整，旨在聚焦本地生活加强各业务的协同效应，进一步满足消费者多样化的服务需求。</p>\n<p><b>2022年Q1财季业绩预期</b></p>\n<p>彭博社一直预期2022年Q1财季，阿里巴巴营收为2099亿元，调整后净利润390亿元，调整后每股收益14.3元。</p>\n<p>安信证券称，公司在战略领域的投入决心坚定，生态协同效应有望支持长期可持续增长。并预计2022财年和2023财年，调整后整体净利为 1620亿元和2066亿元，调整后净利率为 17.4%和17.8%。</p>\n<p><img src=\"https://static.tigerbbs.com/e81cb047636c129dda41835208148958\" tg-width=\"1918\" tg-height=\"724\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164862792","content_text":"近日，在美上市中概股出现了自2008年金融危机以来的最大跌幅。从今年2月至今的五个月里，在美国上市的中国公司的股票价值就被抹去了约7700亿美元。\n在市场对中概股的一片悲观情绪中，阿里巴巴将于8月3日美股盘前发布2022财年Q1财季（截至2021年6月底季度）的业绩报告。阿里年内累跌20%（京东累跌约26%，拼多多累跌约55%），最新收盘价较去年10月高点跌幅约42%，体现市场对公司的悲观预期。在电商行业增速放缓的背景下，阿里巴巴会否提供一份亮眼的财报，让市场重拾信心？\n\n2021财年Q4财季业绩回顾\n阿里巴巴今日发布2021财年Q4及全年财报。财报显示，阿里巴巴当季收入为1873.95亿元，同比增长64%；净亏损76.54亿元，主要来自此前反垄断罚款，若剔除该影响，非公认会计准则下净利润为262.16亿元。\n值得注意的是，2021财年Q4财季，营收同比增速创近三年以来新高。原因主要体现在两方面：其一，搜索变现单次点击平均单价的上升，包括推荐信息流在内的新变现模式的收入增长，以及中国零售市场线上实物商品GMV（剔除未支付订单）的强劲增长。其二，基数较低。去年同期正值新冠肺炎疫情初期，受疫情影响经济活动严重放缓。\n此外，Q4财季，阿里巴巴毛利率创近三年新低至33.1%，主要原因是阿里发展战略向重资产转移，通过整合线上线下，升级消费者的体验。\n数据来源：彭博；制图：老虎证券\n数据来源：彭博；制图：老虎证券\n按业务来看，Q4财季，核心电商营收1613.65亿元，同比增长72%；云计算营收167.61亿元，同比增长37%；数字媒体和娱乐营收80.47亿元，同比增长12%；创新业务及其他营收12.22亿元，同比增长18%。\n可以看到电商依旧是阿里的基本盘，是带动业绩增长的主力军。其次是云计算业务，Q4财季营收同比增长37%。包含新零售的创新业务营收也增长了18%。\n数据来源：彭博；制图：老虎证券\n数据来源：彭博；制图：老虎证券\n用户方面，Q4财季，阿里巴巴中国零售市场净增年度活跃用户3200万，增量创9季度以来新高，截至2021年3月31日，阿里巴巴中国区年度活跃消费者达8.11亿，移动端月活用户达9.25亿。阿里巴巴全球年度活跃消费者突破10亿里程碑达到11.3亿。\n阿里巴巴在财报中重申，其用户增长主要来自下沉市场，2021财年大约70%的新增年度活跃消费者来自欠发达地区。阿里巴巴此前推出的淘宝特价版年度活跃消费用户已超过1.5亿。\n此外，2021财年，阿里巴巴生态体系GMV达到8.119万亿元（约1.2万亿美元），其中，中国市场GMV为7.494万亿元。消费者年均交易金额超9200元（约1404美元）。\n2022财年Q1财季哪些要点需要关注\n1、核心电商增速如何？\n整体来看，中国电商零售行业的增速正在放缓。emarketer本月初发布的报告显示，去年中国电商零售增长20%，低于预测的27.5%，emarketer预计今年将继续减速，预计增速降至18.5%。\nemarketer还称，按销售额计算，阿里仍是全球最大的电商公司，但其2020年在中国电商市场的份额首次降至50%以下，反倒是拼多多和京东的增速要快的多。emarketer预计，今年阿里、京东和拼多多市场占有率分别为47.1%、13.2%和16.9%，三家电商巨头整体市场份额将达77.2%。\n\n另外，根据NBS，安信证券计算得今年4月、5月物商品网上零售总体额同比分别增长6.8%和7.7%，在去年高基数的基础上增速回落。\n安信证券预计，阿里核心电商业务贴合行业增长放缓趋势，并预计2022财年Q1财季中国零售市场营收同比增长36%，其中，客户服务收入（CRM包括佣金）同比增长15%，货币化率水平保持相对稳定。另外，其他收入同比增长85%，去年同期盒马和天猫超市的高基数效应或带来一定同比压力。\n阿里巴巴并未公布此次618销售GMV绝对数值，公司表示，将为商家和用户提供更优质的体验作为重点，东方证券预计，阿里在2022年Q1财季整体GMV同比增长14%。\n2、丢失一个海外客户，云计算增速料将放缓\n其次，是云计算业务，考虑到上一季度阿里云丢失一个海外大客户，安信证券预计阿里云营收增速将同比放缓至34%。未来，随着阿里云在早期互联网行业客户基础之上，对金融、政府等传统行业客户的进一步开拓，云业务与细分行业的联系将更加紧密，未来云计算在打磨产品技术的同时，也将更加强调精细化的服务以满足细分行业用户需求。\n3、战略聚焦新零售\n当前阶段，阿里的战略主要聚焦社区团购、淘特和本地生活版块。阿里入局社区电商赛道晚于竞争对手，整体订单数量不占优势，但在低基数效应下或起量较快。5月淘宝特价版进行品牌升级，更名为淘特，除特价优势之外，还强调为用户提供更好的商品与服务。QuestMoblie数据显示截至5月淘特 MAU已达 9938万。\n此外，月初阿里再度进行组织架构调整，主要涉及三个业务板块：本地生活整合、新零售调整和中台高管调整。中信建投称，阿里组织架构再调整，旨在聚焦本地生活加强各业务的协同效应，进一步满足消费者多样化的服务需求。\n2022年Q1财季业绩预期\n彭博社一直预期2022年Q1财季，阿里巴巴营收为2099亿元，调整后净利润390亿元，调整后每股收益14.3元。\n安信证券称，公司在战略领域的投入决心坚定，生态协同效应有望支持长期可持续增长。并预计2022财年和2023财年，调整后整体净利为 1620亿元和2066亿元，调整后净利率为 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href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>报表都不看，亏死你们算了。45亿现金及其等价物，总负债15亿元，市值都跌到18亿元。还用抛吗？","text":"$瑞幸咖啡(LK)$报表都不看，亏死你们算了。45亿现金及其等价物，总负债15亿元，市值都跌到18亿元。还用抛吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/923282825","isVote":1,"tweetType":1,"viewCount":6553,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545785116169380","authorId":"3545785116169380","name":"我为大A带盐","avatar":"https://static.tigerbbs.com/65d0fa0ea062ee8b8997b6a689c8d6c9","crmLevel":2,"crmLevelSwitch":0,"idStr":"3545785116169380","authorIdStr":"3545785116169380"},"content":"兄弟，你是不知道美国律师的厉害吧，能把瑞幸的骨髓吸出来，这点钱能不能喂饱这些吸血鬼够不够，更别说可能面临的天价罚款了，中兴交的人头税你这么快就忘了啊。","text":"兄弟，你是不知道美国律师的厉害吧，能把瑞幸的骨髓吸出来，这点钱能不能喂饱这些吸血鬼够不够，更别说可能面临的天价罚款了，中兴交的人头税你这么快就忘了啊。","html":"兄弟，你是不知道美国律师的厉害吧，能把瑞幸的骨髓吸出来，这点钱能不能喂饱这些吸血鬼够不够，更别说可能面临的天价罚款了，中兴交的人头税你这么快就忘了啊。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341280552,"gmtCreate":1617829865276,"gmtModify":1617829865276,"author":{"id":"3529123717090736","authorId":"3529123717090736","name":"十五的宝藏","avatar":"https://static.tigerbbs.com/55f96f0cee729804cc391cc7ea9be72f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3529123717090736","authorIdStr":"3529123717090736"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/DNK\">$蛋壳公寓(DNK)$</a>持有空单的慌不慌","text":"$蛋壳公寓(DNK)$持有空单的慌不慌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/341280552","isVote":1,"tweetType":1,"viewCount":8598,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561194338850146","authorId":"3561194338850146","name":"Salim78","avatar":"https://static.tigerbbs.com/a916e0f1caab6d9344271f690a420fa1","crmLevel":1,"crmLevelSwitch":0,"idStr":"3561194338850146","authorIdStr":"3561194338850146"},"content":"持空单的就是白捡钱呗，慌个屁。。。满仓的才慌的一逼。","text":"持空单的就是白捡钱呗，慌个屁。。。满仓的才慌的一逼。","html":"持空单的就是白捡钱呗，慌个屁。。。满仓的才慌的一逼。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359130569,"gmtCreate":1616372457151,"gmtModify":1616372457151,"author":{"id":"3529123717090736","authorId":"3529123717090736","name":"十五的宝藏","avatar":"https://static.tigerbbs.com/55f96f0cee729804cc391cc7ea9be72f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3529123717090736","authorIdStr":"3529123717090736"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/DNK\">$蛋壳公寓(DNK)$</a>什么情况，开盘五分钟，没有买卖盘？","text":"$蛋壳公寓(DNK)$什么情况，开盘五分钟，没有买卖盘？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/981398139","isVote":1,"tweetType":1,"viewCount":2138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":981546259,"gmtCreate":1583768128471,"gmtModify":1704350896748,"author":{"id":"3529123717090736","authorId":"3529123717090736","name":"十五的宝藏","avatar":"https://static.tigerbbs.com/55f96f0cee729804cc391cc7ea9be72f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3529123717090736","authorIdStr":"3529123717090736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DNK\">$蛋壳公寓(DNK)$</a>这孙子怎么不跌","listText":"<a href=\"https://laohu8.com/S/DNK\">$蛋壳公寓(DNK)$</a>这孙子怎么不跌","text":"$蛋壳公寓(DNK)$这孙子怎么不跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/981546259","isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801950413,"gmtCreate":1627480465332,"gmtModify":1627480465332,"author":{"id":"3529123717090736","authorId":"3529123717090736","name":"十五的宝藏","avatar":"https://static.tigerbbs.com/55f96f0cee729804cc391cc7ea9be72f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3529123717090736","authorIdStr":"3529123717090736"},"themes":[],"htmlText":"我以为自己穿越了","listText":"我以为自己穿越了","text":"我以为自己穿越了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801950413","repostId":"1164862792","repostType":2,"repost":{"id":"1164862792","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627467358,"share":"https://ttm.financial/m/news/1164862792?lang=&edition=full","pubTime":"2021-07-28 18:15","market":"us","language":"zh","title":"财报前瞻：年内股价回撤20%，阿里财报能让市场重拾信心吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1164862792","media":"老虎资讯综合","summary":"近日，在美上市中概股出现了自2008年金融危机以来的最大跌幅。从今年2月至今的五个月里，在美国上市的中国公司的股票价值就被抹去了约7700亿美元。在市场对中概股的一片悲观情绪中，$阿里巴巴$将于8月3日美股盘前发布2022财年Q1财季的业绩报告。阿里年内累跌20%，最新收盘价较去年10月高点跌幅约42%，体现市场对公司的悲观预期。在电商行业增速放缓的背景下，阿里巴巴会否提供一份亮眼的财报，让市场重拾信心？","content":"<p>近日，在美上市中概股出现了自2008年金融危机以来的最大跌幅。从今年2月至今的五个月里，在美国上市的中国公司的股票价值就被抹去了约7700亿美元。</p>\n<p>在市场对中概股的一片悲观情绪中，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>将于8月3日美股盘前发布2022财年Q1财季（截至2021年6月底季度）的业绩报告。阿里年内累跌20%（<a href=\"https://laohu8.com/S/JD\">京东</a>累跌约26%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>累跌约55%），最新收盘价较去年10月高点跌幅约42%，体现市场对公司的悲观预期。在电商行业增速放缓的背景下，阿里巴巴会否提供一份亮眼的财报，让市场重拾信心？</p>\n<p><img src=\"https://static.tigerbbs.com/5b6463d2a076ebefe9d94ac29da16746\" tg-width=\"1129\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2021财年Q4财季业绩回顾</b></p>\n<p>阿里巴巴今日发布2021财年Q4及全年财报。财报显示，阿里巴巴当季收入为1873.95亿元，同比增长64%；净亏损76.54亿元，主要来自此前反垄断罚款，若剔除该影响，非公认会计准则下净利润为262.16亿元。</p>\n<p>值得注意的是，2021财年Q4财季，营收同比增速创近三年以来新高。原因主要体现在两方面：其一，搜索变现单次点击平均单价的上升，包括推荐信息流在内的新变现模式的收入增长，以及中国零售市场线上实物商品GMV（剔除未支付订单）的强劲增长。其二，基数较低。去年同期正值新冠肺炎疫情初期，受疫情影响经济活动严重放缓。</p>\n<p>此外，Q4财季，阿里巴巴毛利率创近三年新低至33.1%，主要原因是阿里发展战略向重资产转移，通过整合线上线下，升级消费者的体验。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/159cb01913d48a59456f3d05a6fc04ea\" tg-width=\"794\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>数据来源：彭博；制图：老虎证券</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e167f1e17666536b8f43540c466451f4\" tg-width=\"550\" tg-height=\"327\" referrerpolicy=\"no-referrer\"><span>数据来源：彭博；制图：老虎证券</span></p>\n<p><b>按业务来看，</b>Q4财季，核心电商营收1613.65亿元，同比增长72%；云计算营收167.61亿元，同比增长37%；数字媒体和娱乐营收80.47亿元，同比增长12%；创新业务及其他营收12.22亿元，同比增长18%。</p>\n<p>可以看到电商依旧是阿里的基本盘，是带动业绩增长的主力军。其次是云计算业务，Q4财季营收同比增长37%。包含新零售的创新业务营收也增长了18%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e6e00193a2b82a5f19bc88753a8344e\" tg-width=\"724\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>数据来源：彭博；制图：老虎证券</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af53e8176c105558d5cd7f62773a34d7\" tg-width=\"767\" tg-height=\"454\" referrerpolicy=\"no-referrer\"><span>数据来源：彭博；制图：老虎证券</span></p>\n<p><b>用户方面，</b>Q4财季，阿里巴巴中国零售市场净增年度活跃用户3200万，增量创9季度以来新高，截至2021年3月31日，阿里巴巴中国区年度活跃消费者达8.11亿，移动端月活用户达9.25亿。阿里巴巴全球年度活跃消费者突破10亿里程碑达到11.3亿。</p>\n<p>阿里巴巴在财报中重申，其用户增长主要来自下沉市场，2021财年大约70%的新增年度活跃消费者来自欠发达地区。阿里巴巴此前推出的淘宝特价版年度活跃消费用户已超过1.5亿。</p>\n<p>此外，2021财年，阿里巴巴生态体系GMV达到8.119万亿元（约1.2万亿美元），其中，中国市场GMV为7.494万亿元。消费者年均交易金额超9200元（约1404美元）。</p>\n<p><b>2022财年Q1财季哪些要点需要关注</b></p>\n<p><b>1、核心电商增速如何？</b></p>\n<p><b>整体来看，中国电商零售行业的增速正在放缓。</b>emarketer本月初发布的报告显示，去年中国电商零售增长20%，低于预测的27.5%，emarketer预计今年将继续减速，预计增速降至18.5%。</p>\n<p>emarketer还称，按销售额计算，阿里仍是全球最大的电商公司，但其2020年在中国电商市场的份额首次降至50%以下，反倒是拼多多和京东的增速要快的多。emarketer预计，今年阿里、京东和拼多多市场占有率分别为47.1%、13.2%和16.9%，三家电商巨头整体市场份额将达77.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/3d44f9a1da04379cb4e18651c48eb0d6\" tg-width=\"501\" tg-height=\"513\" referrerpolicy=\"no-referrer\"></p>\n<p>另外，根据NBS，安信证券计算得今年4月、5月物商品网上零售总体额同比分别增长6.8%和7.7%，在去年高基数的基础上增速回落。</p>\n<p>安信证券预计，阿里核心电商业务贴合行业增长放缓趋势，并预计2022财年Q1财季中国零售市场营收同比增长36%，其中，客户服务收入（CRM包括佣金）同比增长15%，货币化率水平保持相对稳定。另外，其他收入同比增长85%，去年同期盒马和天猫超市的高基数效应或带来一定同比压力。</p>\n<p>阿里巴巴并未公布此次618销售GMV绝对数值，公司表示，将为商家和用户提供更优质的体验作为重点，<a href=\"https://laohu8.com/S/600958\">东方证券</a>预计，阿里在2022年Q1财季整体GMV同比增长14%。</p>\n<p><b>2、丢失一个海外客户，云计算增速料将放</b><b>缓</b></p>\n<p>其次，是云计算业务，考虑到上一季度阿里云丢失一个海外大客户，安信证券预计阿里云营收增速将同比放缓至34%。未来，随着阿里云在早期互联网行业客户基础之上，对金融、政府等传统行业客户的进一步开拓，云业务与细分行业的联系将更加紧密，未来云计算在打磨产品技术的同时，也将更加强调精细化的服务以满足细分行业用户需求。</p>\n<p><b>3、战略聚焦新零售</b></p>\n<p>当前阶段，阿里的战略主要聚焦社区团购、淘特和本地生活版块。阿里入局社区电商赛道晚于竞争对手，整体订单数量不占优势，但在低基数效应下或起量较快。5月淘宝特价版进行品牌升级，更名为淘特，除特价优势之外，还强调为用户提供更好的商品与服务。QuestMoblie数据显示截至5月淘特 MAU已达 9938万。</p>\n<p>此外，月初阿里再度进行组织架构调整，主要涉及三个业务板块：本地生活整合、新零售调整和中台高管调整。<a href=\"https://laohu8.com/S/601066\">中信建投</a>称，阿里组织架构再调整，旨在聚焦本地生活加强各业务的协同效应，进一步满足消费者多样化的服务需求。</p>\n<p><b>2022年Q1财季业绩预期</b></p>\n<p>彭博社一直预期2022年Q1财季，阿里巴巴营收为2099亿元，调整后净利润390亿元，调整后每股收益14.3元。</p>\n<p>安信证券称，公司在战略领域的投入决心坚定，生态协同效应有望支持长期可持续增长。并预计2022财年和2023财年，调整后整体净利为 1620亿元和2066亿元，调整后净利率为 17.4%和17.8%。</p>\n<p><img src=\"https://static.tigerbbs.com/e81cb047636c129dda41835208148958\" tg-width=\"1918\" tg-height=\"724\" referrerpolicy=\"no-referrer\"></p>","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>财报前瞻：年内股价回撤20%，阿里财报能让市场重拾信心吗？</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n财报前瞻：年内股价回撤20%，阿里财报能让市场重拾信心吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-28 18:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>近日，在美上市中概股出现了自2008年金融危机以来的最大跌幅。从今年2月至今的五个月里，在美国上市的中国公司的股票价值就被抹去了约7700亿美元。</p>\n<p>在市场对中概股的一片悲观情绪中，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>将于8月3日美股盘前发布2022财年Q1财季（截至2021年6月底季度）的业绩报告。阿里年内累跌20%（<a href=\"https://laohu8.com/S/JD\">京东</a>累跌约26%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>累跌约55%），最新收盘价较去年10月高点跌幅约42%，体现市场对公司的悲观预期。在电商行业增速放缓的背景下，阿里巴巴会否提供一份亮眼的财报，让市场重拾信心？</p>\n<p><img src=\"https://static.tigerbbs.com/5b6463d2a076ebefe9d94ac29da16746\" tg-width=\"1129\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2021财年Q4财季业绩回顾</b></p>\n<p>阿里巴巴今日发布2021财年Q4及全年财报。财报显示，阿里巴巴当季收入为1873.95亿元，同比增长64%；净亏损76.54亿元，主要来自此前反垄断罚款，若剔除该影响，非公认会计准则下净利润为262.16亿元。</p>\n<p>值得注意的是，2021财年Q4财季，营收同比增速创近三年以来新高。原因主要体现在两方面：其一，搜索变现单次点击平均单价的上升，包括推荐信息流在内的新变现模式的收入增长，以及中国零售市场线上实物商品GMV（剔除未支付订单）的强劲增长。其二，基数较低。去年同期正值新冠肺炎疫情初期，受疫情影响经济活动严重放缓。</p>\n<p>此外，Q4财季，阿里巴巴毛利率创近三年新低至33.1%，主要原因是阿里发展战略向重资产转移，通过整合线上线下，升级消费者的体验。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/159cb01913d48a59456f3d05a6fc04ea\" tg-width=\"794\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>数据来源：彭博；制图：老虎证券</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e167f1e17666536b8f43540c466451f4\" tg-width=\"550\" tg-height=\"327\" referrerpolicy=\"no-referrer\"><span>数据来源：彭博；制图：老虎证券</span></p>\n<p><b>按业务来看，</b>Q4财季，核心电商营收1613.65亿元，同比增长72%；云计算营收167.61亿元，同比增长37%；数字媒体和娱乐营收80.47亿元，同比增长12%；创新业务及其他营收12.22亿元，同比增长18%。</p>\n<p>可以看到电商依旧是阿里的基本盘，是带动业绩增长的主力军。其次是云计算业务，Q4财季营收同比增长37%。包含新零售的创新业务营收也增长了18%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e6e00193a2b82a5f19bc88753a8344e\" tg-width=\"724\" tg-height=\"433\" referrerpolicy=\"no-referrer\"><span>数据来源：彭博；制图：老虎证券</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af53e8176c105558d5cd7f62773a34d7\" tg-width=\"767\" tg-height=\"454\" referrerpolicy=\"no-referrer\"><span>数据来源：彭博；制图：老虎证券</span></p>\n<p><b>用户方面，</b>Q4财季，阿里巴巴中国零售市场净增年度活跃用户3200万，增量创9季度以来新高，截至2021年3月31日，阿里巴巴中国区年度活跃消费者达8.11亿，移动端月活用户达9.25亿。阿里巴巴全球年度活跃消费者突破10亿里程碑达到11.3亿。</p>\n<p>阿里巴巴在财报中重申，其用户增长主要来自下沉市场，2021财年大约70%的新增年度活跃消费者来自欠发达地区。阿里巴巴此前推出的淘宝特价版年度活跃消费用户已超过1.5亿。</p>\n<p>此外，2021财年，阿里巴巴生态体系GMV达到8.119万亿元（约1.2万亿美元），其中，中国市场GMV为7.494万亿元。消费者年均交易金额超9200元（约1404美元）。</p>\n<p><b>2022财年Q1财季哪些要点需要关注</b></p>\n<p><b>1、核心电商增速如何？</b></p>\n<p><b>整体来看，中国电商零售行业的增速正在放缓。</b>emarketer本月初发布的报告显示，去年中国电商零售增长20%，低于预测的27.5%，emarketer预计今年将继续减速，预计增速降至18.5%。</p>\n<p>emarketer还称，按销售额计算，阿里仍是全球最大的电商公司，但其2020年在中国电商市场的份额首次降至50%以下，反倒是拼多多和京东的增速要快的多。emarketer预计，今年阿里、京东和拼多多市场占有率分别为47.1%、13.2%和16.9%，三家电商巨头整体市场份额将达77.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/3d44f9a1da04379cb4e18651c48eb0d6\" tg-width=\"501\" tg-height=\"513\" referrerpolicy=\"no-referrer\"></p>\n<p>另外，根据NBS，安信证券计算得今年4月、5月物商品网上零售总体额同比分别增长6.8%和7.7%，在去年高基数的基础上增速回落。</p>\n<p>安信证券预计，阿里核心电商业务贴合行业增长放缓趋势，并预计2022财年Q1财季中国零售市场营收同比增长36%，其中，客户服务收入（CRM包括佣金）同比增长15%，货币化率水平保持相对稳定。另外，其他收入同比增长85%，去年同期盒马和天猫超市的高基数效应或带来一定同比压力。</p>\n<p>阿里巴巴并未公布此次618销售GMV绝对数值，公司表示，将为商家和用户提供更优质的体验作为重点，<a href=\"https://laohu8.com/S/600958\">东方证券</a>预计，阿里在2022年Q1财季整体GMV同比增长14%。</p>\n<p><b>2、丢失一个海外客户，云计算增速料将放</b><b>缓</b></p>\n<p>其次，是云计算业务，考虑到上一季度阿里云丢失一个海外大客户，安信证券预计阿里云营收增速将同比放缓至34%。未来，随着阿里云在早期互联网行业客户基础之上，对金融、政府等传统行业客户的进一步开拓，云业务与细分行业的联系将更加紧密，未来云计算在打磨产品技术的同时，也将更加强调精细化的服务以满足细分行业用户需求。</p>\n<p><b>3、战略聚焦新零售</b></p>\n<p>当前阶段，阿里的战略主要聚焦社区团购、淘特和本地生活版块。阿里入局社区电商赛道晚于竞争对手，整体订单数量不占优势，但在低基数效应下或起量较快。5月淘宝特价版进行品牌升级，更名为淘特，除特价优势之外，还强调为用户提供更好的商品与服务。QuestMoblie数据显示截至5月淘特 MAU已达 9938万。</p>\n<p>此外，月初阿里再度进行组织架构调整，主要涉及三个业务板块：本地生活整合、新零售调整和中台高管调整。<a href=\"https://laohu8.com/S/601066\">中信建投</a>称，阿里组织架构再调整，旨在聚焦本地生活加强各业务的协同效应，进一步满足消费者多样化的服务需求。</p>\n<p><b>2022年Q1财季业绩预期</b></p>\n<p>彭博社一直预期2022年Q1财季，阿里巴巴营收为2099亿元，调整后净利润390亿元，调整后每股收益14.3元。</p>\n<p>安信证券称，公司在战略领域的投入决心坚定，生态协同效应有望支持长期可持续增长。并预计2022财年和2023财年，调整后整体净利为 1620亿元和2066亿元，调整后净利率为 17.4%和17.8%。</p>\n<p><img src=\"https://static.tigerbbs.com/e81cb047636c129dda41835208148958\" tg-width=\"1918\" tg-height=\"724\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164862792","content_text":"近日，在美上市中概股出现了自2008年金融危机以来的最大跌幅。从今年2月至今的五个月里，在美国上市的中国公司的股票价值就被抹去了约7700亿美元。\n在市场对中概股的一片悲观情绪中，阿里巴巴将于8月3日美股盘前发布2022财年Q1财季（截至2021年6月底季度）的业绩报告。阿里年内累跌20%（京东累跌约26%，拼多多累跌约55%），最新收盘价较去年10月高点跌幅约42%，体现市场对公司的悲观预期。在电商行业增速放缓的背景下，阿里巴巴会否提供一份亮眼的财报，让市场重拾信心？\n\n2021财年Q4财季业绩回顾\n阿里巴巴今日发布2021财年Q4及全年财报。财报显示，阿里巴巴当季收入为1873.95亿元，同比增长64%；净亏损76.54亿元，主要来自此前反垄断罚款，若剔除该影响，非公认会计准则下净利润为262.16亿元。\n值得注意的是，2021财年Q4财季，营收同比增速创近三年以来新高。原因主要体现在两方面：其一，搜索变现单次点击平均单价的上升，包括推荐信息流在内的新变现模式的收入增长，以及中国零售市场线上实物商品GMV（剔除未支付订单）的强劲增长。其二，基数较低。去年同期正值新冠肺炎疫情初期，受疫情影响经济活动严重放缓。\n此外，Q4财季，阿里巴巴毛利率创近三年新低至33.1%，主要原因是阿里发展战略向重资产转移，通过整合线上线下，升级消费者的体验。\n数据来源：彭博；制图：老虎证券\n数据来源：彭博；制图：老虎证券\n按业务来看，Q4财季，核心电商营收1613.65亿元，同比增长72%；云计算营收167.61亿元，同比增长37%；数字媒体和娱乐营收80.47亿元，同比增长12%；创新业务及其他营收12.22亿元，同比增长18%。\n可以看到电商依旧是阿里的基本盘，是带动业绩增长的主力军。其次是云计算业务，Q4财季营收同比增长37%。包含新零售的创新业务营收也增长了18%。\n数据来源：彭博；制图：老虎证券\n数据来源：彭博；制图：老虎证券\n用户方面，Q4财季，阿里巴巴中国零售市场净增年度活跃用户3200万，增量创9季度以来新高，截至2021年3月31日，阿里巴巴中国区年度活跃消费者达8.11亿，移动端月活用户达9.25亿。阿里巴巴全球年度活跃消费者突破10亿里程碑达到11.3亿。\n阿里巴巴在财报中重申，其用户增长主要来自下沉市场，2021财年大约70%的新增年度活跃消费者来自欠发达地区。阿里巴巴此前推出的淘宝特价版年度活跃消费用户已超过1.5亿。\n此外，2021财年，阿里巴巴生态体系GMV达到8.119万亿元（约1.2万亿美元），其中，中国市场GMV为7.494万亿元。消费者年均交易金额超9200元（约1404美元）。\n2022财年Q1财季哪些要点需要关注\n1、核心电商增速如何？\n整体来看，中国电商零售行业的增速正在放缓。emarketer本月初发布的报告显示，去年中国电商零售增长20%，低于预测的27.5%，emarketer预计今年将继续减速，预计增速降至18.5%。\nemarketer还称，按销售额计算，阿里仍是全球最大的电商公司，但其2020年在中国电商市场的份额首次降至50%以下，反倒是拼多多和京东的增速要快的多。emarketer预计，今年阿里、京东和拼多多市场占有率分别为47.1%、13.2%和16.9%，三家电商巨头整体市场份额将达77.2%。\n\n另外，根据NBS，安信证券计算得今年4月、5月物商品网上零售总体额同比分别增长6.8%和7.7%，在去年高基数的基础上增速回落。\n安信证券预计，阿里核心电商业务贴合行业增长放缓趋势，并预计2022财年Q1财季中国零售市场营收同比增长36%，其中，客户服务收入（CRM包括佣金）同比增长15%，货币化率水平保持相对稳定。另外，其他收入同比增长85%，去年同期盒马和天猫超市的高基数效应或带来一定同比压力。\n阿里巴巴并未公布此次618销售GMV绝对数值，公司表示，将为商家和用户提供更优质的体验作为重点，东方证券预计，阿里在2022年Q1财季整体GMV同比增长14%。\n2、丢失一个海外客户，云计算增速料将放缓\n其次，是云计算业务，考虑到上一季度阿里云丢失一个海外大客户，安信证券预计阿里云营收增速将同比放缓至34%。未来，随着阿里云在早期互联网行业客户基础之上，对金融、政府等传统行业客户的进一步开拓，云业务与细分行业的联系将更加紧密，未来云计算在打磨产品技术的同时，也将更加强调精细化的服务以满足细分行业用户需求。\n3、战略聚焦新零售\n当前阶段，阿里的战略主要聚焦社区团购、淘特和本地生活版块。阿里入局社区电商赛道晚于竞争对手，整体订单数量不占优势，但在低基数效应下或起量较快。5月淘宝特价版进行品牌升级，更名为淘特，除特价优势之外，还强调为用户提供更好的商品与服务。QuestMoblie数据显示截至5月淘特 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20:00","market":"hk","language":"zh","title":"瑞银将AAC Technologies(AACAY)的评级从卖出提升至中性","url":"https://stock-news.laohu8.com/highlight/detail?id=2146792710","media":"凤凰网港股","summary":"凤凰网港股|瑞银分析师Grace Chen将AAC Technologies(AACAY)的评级从 \"卖出 \"提升至 \"中性\"，目标价为60港元，高于32.50港元。该分析师指出，提升评级的原因是有更好的镜头前景。","content":"<html><body><p>凤凰网港股|<span><a href=\"https://laohu8.com/S/UBS\">瑞银</a>分析师Grace Chen将AAC Technologies</span><span>(AACAY)</span><span>的评级从 \"卖出 \"提升至 \"中性\"，目标价为60港元，高于32.50港元。该分析师指出，提升评级的原因是有更好的镜头前景。</span></p></body></html>","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>瑞银将AAC Technologies(AACAY)的评级从卖出提升至中性</title>\n<style 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href=\"https://laohu8.com/S/UBS\">瑞银</a>分析师Grace Chen将AAC Technologies</span><span>(AACAY)</span><span>的评级从 \"卖出 \"提升至 \"中性\"，目标价为60港元，高于32.50港元。该分析师指出，提升评级的原因是有更好的镜头前景。</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/528f1b5f95c1aa85d740d858963e7e8f","relate_stocks":{"AACAY":"瑞声科技ADR"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=119891057f2bc753fd42c634732b865f","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146792710","content_text":"凤凰网港股|瑞银分析师Grace Chen将AAC Technologies(AACAY)的评级从 \"卖出 \"提升至 \"中性\"，目标价为60港元，高于32.50港元。该分析师指出，提升评级的原因是有更好的镜头前景。","news_type":1,"symbols_score_info":{"AACAY":1}},"isVote":1,"tweetType":1,"viewCount":1447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373411289,"gmtCreate":1618877802641,"gmtModify":1618877802641,"author":{"id":"3529123717090736","authorId":"3529123717090736","name":"十五的宝藏","avatar":"https://static.tigerbbs.com/55f96f0cee729804cc391cc7ea9be72f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3529123717090736","authorIdStr":"3529123717090736"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373411289","repostId":"373623017","repostType":1,"repost":{"id":373623017,"gmtCreate":1618843445639,"gmtModify":1618927619335,"author":{"id":"3575946332093438","authorId":"3575946332093438","name":"华人道纳智选TDC","avatar":"https://static.tigerbbs.com/db390f7a54cf90fbaf99d418d938965a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575946332093438","authorIdStr":"3575946332093438"},"themes":[],"title":"【Call 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