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etchew
2021-11-22
everyone life now is hard
@路人甲同学:阿里们的日子不好过
etchew
2021-10-31
$TENCENT(00700)$
hmm can invest?
etchew
2021-03-25
competition rising....
抱歉,原内容已删除
etchew
2021-03-23
still a value stock.
抱歉,原内容已删除
etchew
2021-03-16
words of a big fish can cause tidal waves
抱歉,原内容已删除
etchew
2021-03-15
buy when down.
抱歉,原内容已删除
etchew
2021-03-15
new competitor.
抱歉,原内容已删除
etchew
2021-03-15
growth n value both should be in portfolio
抱歉,原内容已删除
etchew
2021-03-14
stable liao
抱歉,原内容已删除
etchew
2021-03-13
can buy now?
抱歉,原内容已删除
etchew
2021-03-12
gd stock?
etchew
2021-03-11
hmmmm
抱歉,原内容已删除
etchew
2021-03-11
strong stock?
抱歉,原内容已删除
etchew
2021-03-10
target price 1000?
抱歉,原内容已删除
etchew
2021-03-10
tech companies is pushing up the indexes.
抱歉,原内容已删除
etchew
2021-03-10
tech stock will go up.
抱歉,原内容已删除
etchew
2021-03-10
tech firms will stay strong due to the drive towards digital economy
抱歉,原内容已删除
去老虎APP查看更多动态
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阿里的三季度营收增长只有16%,是上市7年来的最低水平,与之相反的是净利润,三季度阿里的净利润为285.2亿元,同比减少39%。 而京东也好不哪里去,在第三季度,京东的净亏损达到了28亿元,而去年的同期则是盈利76亿元,作为徐雷升任总裁之后的首个财季,这一份成绩单可以说真的不怎么样。 东哥刚退下坐了一会板凳,看到这财报数据,怕是快坐不住了。 其实细看两家巨头之所以业绩低迷,原因可以说是千差万别。就拿阿里来说,其增长放缓和净利润降低的一个重要原因就是核心电商业务表现不力。 比如阿里的客户管理这一块,收入就出现了大幅度下降,在三季度的增长仅为3%。而在二季度,这个收入增速还有14%。 这里给大家解释一下什么叫客户管理收入,通俗的说,就是广告业务和淘宝天猫的佣金分成这一块。因为消费比较低迷,淘宝/天猫商家的GMV也大幅度下滑,直接就影响了这一块的收入。 反观京东这边","text":"周末,南方又迎来大范围降温降雨,本来计划的出行也因为天公不作美而作废。 无奈之下,只能躲在卧室里,裹着毯子看一些最新的新闻动态来打发时间。 浏览的主题自然是科技新闻,毕竟自己依附着这个行业,也热衷于观察行业,而科技互联网又无时无刻不在发生着变化,大厂之间,更是随时都有新的热点出来。 其实最近这段时间,对于各家大厂来说是一个颇为敏感的点:因为又到了公布三季度财报的时间,而就今年各家公司的财报表现来看,大环境下,即使是互联网大厂,也难以独善其身。 疫情之后,整体的消费大环境发生了巨大的变化,整个社会的消费意愿实际上比较低沉,就以女性朋友们最爱的,同样也是消费主力的服装鞋帽为例: 根据国家统计局数据显示,7月的化服装鞋帽类社零总额同比增长2.8%,而到了8月,这项数据则同比下滑了6%。 消费下降,首当其冲的就是电商行业,作为国内的两家电商巨头,阿里和京东选择在同一天发布第三季度财报,而两者的表现也是出奇的类似:都不怎么样。 阿里的三季度营收增长只有16%,是上市7年来的最低水平,与之相反的是净利润,三季度阿里的净利润为285.2亿元,同比减少39%。 而京东也好不哪里去,在第三季度,京东的净亏损达到了28亿元,而去年的同期则是盈利76亿元,作为徐雷升任总裁之后的首个财季,这一份成绩单可以说真的不怎么样。 东哥刚退下坐了一会板凳,看到这财报数据,怕是快坐不住了。 其实细看两家巨头之所以业绩低迷,原因可以说是千差万别。就拿阿里来说,其增长放缓和净利润降低的一个重要原因就是核心电商业务表现不力。 比如阿里的客户管理这一块,收入就出现了大幅度下降,在三季度的增长仅为3%。而在二季度,这个收入增速还有14%。 这里给大家解释一下什么叫客户管理收入,通俗的说,就是广告业务和淘宝天猫的佣金分成这一块。因为消费比较低迷,淘宝/天猫商家的GMV也大幅度下滑,直接就影响了这一块的收入。 反观京东这边","images":[{"img":"https://static.tigerbbs.com/fc9705e05d9a48f4a38e5a4bcc15f46b"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872664481","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840546404,"gmtCreate":1635664828533,"gmtModify":1635664828533,"author":{"id":"3578392724542825","authorId":"3578392724542825","name":"etchew","avatar":"https://static.tigerbbs.com/3699fe24ef3c4c20884faf58e2f3eeef","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578392724542825","idStr":"3578392724542825"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$TENCENT(00700)$</a>hmm can invest?","listText":"<a 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其实细看两家巨头之所以业绩低迷,原因可以说是千差万别。就拿阿里来说,其增长放缓和净利润降低的一个重要原因就是核心电商业务表现不力。 比如阿里的客户管理这一块,收入就出现了大幅度下降,在三季度的增长仅为3%。而在二季度,这个收入增速还有14%。 这里给大家解释一下什么叫客户管理收入,通俗的说,就是广告业务和淘宝天猫的佣金分成这一块。因为消费比较低迷,淘宝/天猫商家的GMV也大幅度下滑,直接就影响了这一块的收入。 反观京东这边","text":"周末,南方又迎来大范围降温降雨,本来计划的出行也因为天公不作美而作废。 无奈之下,只能躲在卧室里,裹着毯子看一些最新的新闻动态来打发时间。 浏览的主题自然是科技新闻,毕竟自己依附着这个行业,也热衷于观察行业,而科技互联网又无时无刻不在发生着变化,大厂之间,更是随时都有新的热点出来。 其实最近这段时间,对于各家大厂来说是一个颇为敏感的点:因为又到了公布三季度财报的时间,而就今年各家公司的财报表现来看,大环境下,即使是互联网大厂,也难以独善其身。 疫情之后,整体的消费大环境发生了巨大的变化,整个社会的消费意愿实际上比较低沉,就以女性朋友们最爱的,同样也是消费主力的服装鞋帽为例: 根据国家统计局数据显示,7月的化服装鞋帽类社零总额同比增长2.8%,而到了8月,这项数据则同比下滑了6%。 消费下降,首当其冲的就是电商行业,作为国内的两家电商巨头,阿里和京东选择在同一天发布第三季度财报,而两者的表现也是出奇的类似:都不怎么样。 阿里的三季度营收增长只有16%,是上市7年来的最低水平,与之相反的是净利润,三季度阿里的净利润为285.2亿元,同比减少39%。 而京东也好不哪里去,在第三季度,京东的净亏损达到了28亿元,而去年的同期则是盈利76亿元,作为徐雷升任总裁之后的首个财季,这一份成绩单可以说真的不怎么样。 东哥刚退下坐了一会板凳,看到这财报数据,怕是快坐不住了。 其实细看两家巨头之所以业绩低迷,原因可以说是千差万别。就拿阿里来说,其增长放缓和净利润降低的一个重要原因就是核心电商业务表现不力。 比如阿里的客户管理这一块,收入就出现了大幅度下降,在三季度的增长仅为3%。而在二季度,这个收入增速还有14%。 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