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86的老虎
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86的老虎
86的老虎
·
2023-11-06
然没卵!全国几百万亿的债务全部都爆雷。BIG BONG。
深圳国资委:万科具备足够安全性,如遇极端情况将帮助万科应对
万科与金融机构交流经营情况及近期二级市场债券价格波动事宜。
深圳国资委:万科具备足够安全性,如遇极端情况将帮助万科应对
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86的老虎
86的老虎
·
2023-10-10
$纳斯达克(.IXIC)$
明天开始跌。
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86的老虎
86的老虎
·
2022-10-21
$赛富时(CRM)$
都在减持?
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86的老虎
86的老虎
·
2022-09-13
$博通(AVGO)$
为了你49美金的股息,今天就跌了15美金,亏了1500。好惨。开盘先抛一半吧。4.1美金怎么感觉就像是鱼饵?
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86的老虎
86的老虎
·
2022-08-03
阿里财报有啥悬念?不做假就暴雷。
财报前瞻|阿里新财报充满“悬念”,这些事情不可忽视
阿里巴巴将于本周四(8月4日)公布2023财年第一财季财报,作为中概互联板块最早公布二季度财报的大型公司,阿里财报可能对整个板块有至关重要的影响。分析师预计二季度营收为2033.63亿元人民币。(注:
财报前瞻|阿里新财报充满“悬念”,这些事情不可忽视
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86的老虎
86的老虎
·
2022-07-25
白左快赶上**。
非常抱歉,此主贴已删除
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86的老虎
86的老虎
·
2022-07-21
扛得住么?
美国总统拜登新冠病毒检测结果呈阳性
拜登将在白宫进行隔离,在此期间继续履行所有职责。
美国总统拜登新冠病毒检测结果呈阳性
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86的老虎
86的老虎
·
2022-04-06
明面看多,实际看空。好心提醒韭菜。
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86的老虎
86的老虎
·
2022-04-02
$阿里巴巴(BABA)$
$腾讯控股(00700)$
$百度集团-SW(09888)$
没有放松,而且加强管控。悬了。
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86的老虎
86的老虎
·
2022-04-02
haha
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}\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深圳国资委:万科具备足够安全性,如遇极端情况将帮助万科应对\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\">2023-11-06 16:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>万科通过线上会议方式,统一与金融机构交流经营情况及近期二级市场债券价格波动事宜。</p><p>据澎湃报道,会议现场,<strong>深圳市国资委表示,万科具备足够的安全性,没有财务风险、管理风险,是深圳国资体系重要成员。如有需要或遭遇极端情况,我们有充分信心、足够的资金资源和工具,通过一切可能的市场化、法制化手段帮助万科积极应对。</strong></p><p>深圳市国资委还提出了具体支持措施:在坚持市场化、法治化的原则下,运用一切可能手段和途径与万科共同应对可能风险,包括但不限于通过受让、合作开发等方式加快推进万科大型城市更新项目开发建设;通过协同、合作等方式,提高万科持有的各类投资性房地产的流动性;配合万科优化长期股权投资结构;积极组织市属国有企业市场化方式参与债券认购等工作;积极协调各类金融机构加大对万科融资的支持力度。</p><p>同时,深圳地铁董事长辛杰表示,“我声明,将长期持有万科股份。没有任何减持想法及行为,外界传播的信息是别有用心的,是造谣,请帮我们一起辟谣,“我们会怎么支持?会不会买债券?万科的背后是我们,我们背后是深圳国资,我们将择机购买万科公开债。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bca98a1ef15f5dda99db97d5c30e0636\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6d81148cbad37699cb99a75ddf787d9f","relate_stocks":{"000002":"万科A","02202":"万科企业"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162042664","content_text":"万科通过线上会议方式,统一与金融机构交流经营情况及近期二级市场债券价格波动事宜。据澎湃报道,会议现场,深圳市国资委表示,万科具备足够的安全性,没有财务风险、管理风险,是深圳国资体系重要成员。如有需要或遭遇极端情况,我们有充分信心、足够的资金资源和工具,通过一切可能的市场化、法制化手段帮助万科积极应对。深圳市国资委还提出了具体支持措施:在坚持市场化、法治化的原则下,运用一切可能手段和途径与万科共同应对可能风险,包括但不限于通过受让、合作开发等方式加快推进万科大型城市更新项目开发建设;通过协同、合作等方式,提高万科持有的各类投资性房地产的流动性;配合万科优化长期股权投资结构;积极组织市属国有企业市场化方式参与债券认购等工作;积极协调各类金融机构加大对万科融资的支持力度。同时,深圳地铁董事长辛杰表示,“我声明,将长期持有万科股份。没有任何减持想法及行为,外界传播的信息是别有用心的,是造谣,请帮我们一起辟谣,“我们会怎么支持?会不会买债券?万科的背后是我们,我们背后是深圳国资,我们将择机购买万科公开债。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":2097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":229023657853208,"gmtCreate":1696953131889,"gmtModify":1696953132977,"author":{"id":"3456795492393465","authorId":"3456795492393465","name":"86的老虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456795492393465","authorIdStr":"3456795492393465"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/CRM\">$赛富时(CRM)$</a>都在减持?","text":"$赛富时(CRM)$都在减持?","images":[{"img":"https://static.tigerbbs.com/0826476250a71d81cb7e91f6262c0825","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662854888","isVote":1,"tweetType":1,"viewCount":2167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":663831838,"gmtCreate":1663075856524,"gmtModify":1663075858113,"author":{"id":"3456795492393465","authorId":"3456795492393465","name":"86的老虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456795492393465","authorIdStr":"3456795492393465"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a>为了你49美金的股息,今天就跌了15美金,亏了1500。好惨。开盘先抛一半吧。4.1美金怎么感觉就像是鱼饵?","listText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a>为了你49美金的股息,今天就跌了15美金,亏了1500。好惨。开盘先抛一半吧。4.1美金怎么感觉就像是鱼饵?","text":"$博通(AVGO)$为了你49美金的股息,今天就跌了15美金,亏了1500。好惨。开盘先抛一半吧。4.1美金怎么感觉就像是鱼饵?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663831838","isVote":1,"tweetType":1,"viewCount":3120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685120198,"gmtCreate":1659506618817,"gmtModify":1659506618817,"author":{"id":"3456795492393465","authorId":"3456795492393465","name":"86的老虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456795492393465","authorIdStr":"3456795492393465"},"themes":[],"htmlText":"阿里财报有啥悬念?不做假就暴雷。","listText":"阿里财报有啥悬念?不做假就暴雷。","text":"阿里财报有啥悬念?不做假就暴雷。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685120198","repostId":"1128624927","repostType":4,"repost":{"id":"1128624927","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":1659342798,"share":"https://www.laohu8.com/m/news/1128624927?lang=&edition=full","pubTime":"2022-08-01 16:33","market":"us","language":"zh","title":"财报前瞻|阿里新财报充满“悬念”,这些事情不可忽视","url":"https://stock-news.laohu8.com/highlight/detail?id=1128624927","media":"老虎资讯综合","summary":"阿里巴巴将于本周四(8月4日)公布2023财年第一财季财报,作为中概互联板块最早公布二季度财报的大型公司,阿里财报可能对整个板块有至关重要的影响。分析师预计二季度营收为2033.63亿元人民币。(注:","content":"<html><head></head><body><p>阿里巴巴将于本周四(8月4日)公布2023财年第一财季财报,作为中概互联板块最早公布二季度财报的大型公司,阿里财报可能对整个板块有至关重要的影响。分析师预计二季度营收为2033.63亿元人民币。(注:阿里巴巴财年与自然年不同步,从每年的4月1日开始,至第二年的3月31日结束。)<img src=\"https://static.tigerbbs.com/ae3b46b5bb0fd7f0e7b4b06518e12473\" tg-width=\"2044\" tg-height=\"1429\" referrerpolicy=\"no-referrer\"/></p><blockquote><b>股价颓势与业绩下滑</b></blockquote><p><b>在过去的近两年时间里,阿里巴巴的股价经历了自2014年9月上市以来持续时间最长、幅度最大的下跌</b>。造成股价下跌的因素是多方面的,包括国家对互联网行业的监管,中美审计监管协调的矛盾带来的退市风险,互联网行业自身所处的发展阶段,而最直接的因素应该是阿里巴巴本身的业绩变化。</p><p><span style=\"color:rgba(27,26,26,1);\"><b>7月26日阿里巴巴披露了截至3月底的2022财年年报,</b></span>对照近三个财年的业绩,阿里巴巴面对股价的大幅下跌,应该不会感到“委屈”。<img src=\"https://static.tigerbbs.com/933c9cba52f5e28fdaca43414910283b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>表1 阿里巴巴近三个财年业绩情况(单位:亿元)<img src=\"https://static.tigerbbs.com/1b1f5b5ebbde72672ace205f9ac8cb63\" tg-width=\"928\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/>近三个财年,阿里巴巴经历了收入增速下滑及净利润增长停滞和下滑:总收入从2020财年的5097.1亿元增长41%至2021财年的7172.9亿元,进一步增长19%至2022财年的8530.6亿元,但增速降低了22个百分点;净利润从2020财年的1403.5亿元同比增长2%至2021财年的1432.8亿元,2022财年同比大幅下滑67%至470.8亿元;不考虑股权激励费用及无形资产摊销及减值等因素的非公认会计准则净利润从2020财年的1324.8亿元增长30%至2021财年的1719.9亿元,2022财年同比减少21%至1363.9亿元。</p><p>从上周阿里发布的全年财报来看<b>,其2022财年19%的营收增速虽然并不低,但也创下了阿里巴巴上市以来的最低增速,而年度净利润的下滑是上市以来的第二次,上一次出现在2017年。</b>2017年净利润下滑之后重回增长轨道,这一次的净利润下滑之后,阿里巴巴会走向哪里呢?</p><blockquote><b>还有一些利空,不可忽视......</b></blockquote><p><b>1、当下,阿里正在面临来自于美国监管层的压力。</b>7月29日,美国证监会正式将阿里列入“预摘牌名单”,直接导致其股价单日暴跌超11%。其实,阿里已经开始在做“最坏的打算”。其在披露财报的同时,官宣,申请在港交所的上市地位更改为“主要上市”,以实现“双重主要上市”。有分析人士指出,届时,即使在美股退市,也不会影响到阿里在港交所的上市地位。<img src=\"https://static.tigerbbs.com/08487bf9ef438f2a4f30783ea1955e87\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>2、根据相关数据统计,阿里巴巴旗下网站 aliexpress.com、alibaba.com 和 taobao.com 6 月份的全球访问量同比下降了 22.7%。此外,到目前为止 (4 - 6 月),该公司的网站流量同比下降了 26.9%。</p><p>3、阿里巴巴仍面临宏观经济挑战,由于疫情影响,<b>预计该公司的财务将面临压力。</b></p><blockquote><b>机构各抒己见,华尔街仍然看好</b></blockquote><p><b>先看国内,</b>国海证券预计阿里巴巴 FY2023Q1 实现总营收 2,008 亿元人民币(YoY-2%,QoQ-2%),预计 FY2023Q1 客户管理收入(含佣金)同比下降8.5%至741亿元人民币,但CMR与GMV增速的gap环比有所收窄。</p><p>招商证券表示,2022Q2 上海、北京等多地受疫情影响严重,FY2023Q1 季度多项业务承压,预计 FY2023Q1 季度实现收入2055.4 亿元人民币(同比-0.1%),调整后 EBITA 为 259.3 亿元人民币(同比-37.9%)。</p><p><b>华尔街对阿里巴巴持乐观态度,</b>根据彭博一致预期,<b>阿里巴巴</b>2023财年第一财季营收为2033.63亿元人民币,调整后净利润为284.27亿元人民币,调整后EPS为10.27元人民币。</p><p>共有56位分析师对<b>阿里巴巴</b>进行了评级,其中52位给予买入评级,3位给予持有评级,1位给予卖出评级,平均目标价为154.50美元。<img src=\"https://static.tigerbbs.com/fa52e39bb62da99991e820d2dc9bb27c\" tg-width=\"1177\" tg-height=\"394\" referrerpolicy=\"no-referrer\"/></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>财报前瞻|阿里新财报充满“悬念”,这些事情不可忽视</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; 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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|阿里新财报充满“悬念”,这些事情不可忽视\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\">2022-08-01 16:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>阿里巴巴将于本周四(8月4日)公布2023财年第一财季财报,作为中概互联板块最早公布二季度财报的大型公司,阿里财报可能对整个板块有至关重要的影响。分析师预计二季度营收为2033.63亿元人民币。(注:阿里巴巴财年与自然年不同步,从每年的4月1日开始,至第二年的3月31日结束。)<img src=\"https://static.tigerbbs.com/ae3b46b5bb0fd7f0e7b4b06518e12473\" tg-width=\"2044\" tg-height=\"1429\" referrerpolicy=\"no-referrer\"/></p><blockquote><b>股价颓势与业绩下滑</b></blockquote><p><b>在过去的近两年时间里,阿里巴巴的股价经历了自2014年9月上市以来持续时间最长、幅度最大的下跌</b>。造成股价下跌的因素是多方面的,包括国家对互联网行业的监管,中美审计监管协调的矛盾带来的退市风险,互联网行业自身所处的发展阶段,而最直接的因素应该是阿里巴巴本身的业绩变化。</p><p><span style=\"color:rgba(27,26,26,1);\"><b>7月26日阿里巴巴披露了截至3月底的2022财年年报,</b></span>对照近三个财年的业绩,阿里巴巴面对股价的大幅下跌,应该不会感到“委屈”。<img src=\"https://static.tigerbbs.com/933c9cba52f5e28fdaca43414910283b\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>表1 阿里巴巴近三个财年业绩情况(单位:亿元)<img src=\"https://static.tigerbbs.com/1b1f5b5ebbde72672ace205f9ac8cb63\" tg-width=\"928\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/>近三个财年,阿里巴巴经历了收入增速下滑及净利润增长停滞和下滑:总收入从2020财年的5097.1亿元增长41%至2021财年的7172.9亿元,进一步增长19%至2022财年的8530.6亿元,但增速降低了22个百分点;净利润从2020财年的1403.5亿元同比增长2%至2021财年的1432.8亿元,2022财年同比大幅下滑67%至470.8亿元;不考虑股权激励费用及无形资产摊销及减值等因素的非公认会计准则净利润从2020财年的1324.8亿元增长30%至2021财年的1719.9亿元,2022财年同比减少21%至1363.9亿元。</p><p>从上周阿里发布的全年财报来看<b>,其2022财年19%的营收增速虽然并不低,但也创下了阿里巴巴上市以来的最低增速,而年度净利润的下滑是上市以来的第二次,上一次出现在2017年。</b>2017年净利润下滑之后重回增长轨道,这一次的净利润下滑之后,阿里巴巴会走向哪里呢?</p><blockquote><b>还有一些利空,不可忽视......</b></blockquote><p><b>1、当下,阿里正在面临来自于美国监管层的压力。</b>7月29日,美国证监会正式将阿里列入“预摘牌名单”,直接导致其股价单日暴跌超11%。其实,阿里已经开始在做“最坏的打算”。其在披露财报的同时,官宣,申请在港交所的上市地位更改为“主要上市”,以实现“双重主要上市”。有分析人士指出,届时,即使在美股退市,也不会影响到阿里在港交所的上市地位。<img src=\"https://static.tigerbbs.com/08487bf9ef438f2a4f30783ea1955e87\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>2、根据相关数据统计,阿里巴巴旗下网站 aliexpress.com、alibaba.com 和 taobao.com 6 月份的全球访问量同比下降了 22.7%。此外,到目前为止 (4 - 6 月),该公司的网站流量同比下降了 26.9%。</p><p>3、阿里巴巴仍面临宏观经济挑战,由于疫情影响,<b>预计该公司的财务将面临压力。</b></p><blockquote><b>机构各抒己见,华尔街仍然看好</b></blockquote><p><b>先看国内,</b>国海证券预计阿里巴巴 FY2023Q1 实现总营收 2,008 亿元人民币(YoY-2%,QoQ-2%),预计 FY2023Q1 客户管理收入(含佣金)同比下降8.5%至741亿元人民币,但CMR与GMV增速的gap环比有所收窄。</p><p>招商证券表示,2022Q2 上海、北京等多地受疫情影响严重,FY2023Q1 季度多项业务承压,预计 FY2023Q1 季度实现收入2055.4 亿元人民币(同比-0.1%),调整后 EBITA 为 259.3 亿元人民币(同比-37.9%)。</p><p><b>华尔街对阿里巴巴持乐观态度,</b>根据彭博一致预期,<b>阿里巴巴</b>2023财年第一财季营收为2033.63亿元人民币,调整后净利润为284.27亿元人民币,调整后EPS为10.27元人民币。</p><p>共有56位分析师对<b>阿里巴巴</b>进行了评级,其中52位给予买入评级,3位给予持有评级,1位给予卖出评级,平均目标价为154.50美元。<img src=\"https://static.tigerbbs.com/fa52e39bb62da99991e820d2dc9bb27c\" tg-width=\"1177\" tg-height=\"394\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128624927","content_text":"阿里巴巴将于本周四(8月4日)公布2023财年第一财季财报,作为中概互联板块最早公布二季度财报的大型公司,阿里财报可能对整个板块有至关重要的影响。分析师预计二季度营收为2033.63亿元人民币。(注:阿里巴巴财年与自然年不同步,从每年的4月1日开始,至第二年的3月31日结束。)股价颓势与业绩下滑在过去的近两年时间里,阿里巴巴的股价经历了自2014年9月上市以来持续时间最长、幅度最大的下跌。造成股价下跌的因素是多方面的,包括国家对互联网行业的监管,中美审计监管协调的矛盾带来的退市风险,互联网行业自身所处的发展阶段,而最直接的因素应该是阿里巴巴本身的业绩变化。7月26日阿里巴巴披露了截至3月底的2022财年年报,对照近三个财年的业绩,阿里巴巴面对股价的大幅下跌,应该不会感到“委屈”。表1 阿里巴巴近三个财年业绩情况(单位:亿元)近三个财年,阿里巴巴经历了收入增速下滑及净利润增长停滞和下滑:总收入从2020财年的5097.1亿元增长41%至2021财年的7172.9亿元,进一步增长19%至2022财年的8530.6亿元,但增速降低了22个百分点;净利润从2020财年的1403.5亿元同比增长2%至2021财年的1432.8亿元,2022财年同比大幅下滑67%至470.8亿元;不考虑股权激励费用及无形资产摊销及减值等因素的非公认会计准则净利润从2020财年的1324.8亿元增长30%至2021财年的1719.9亿元,2022财年同比减少21%至1363.9亿元。从上周阿里发布的全年财报来看,其2022财年19%的营收增速虽然并不低,但也创下了阿里巴巴上市以来的最低增速,而年度净利润的下滑是上市以来的第二次,上一次出现在2017年。2017年净利润下滑之后重回增长轨道,这一次的净利润下滑之后,阿里巴巴会走向哪里呢?还有一些利空,不可忽视......1、当下,阿里正在面临来自于美国监管层的压力。7月29日,美国证监会正式将阿里列入“预摘牌名单”,直接导致其股价单日暴跌超11%。其实,阿里已经开始在做“最坏的打算”。其在披露财报的同时,官宣,申请在港交所的上市地位更改为“主要上市”,以实现“双重主要上市”。有分析人士指出,届时,即使在美股退市,也不会影响到阿里在港交所的上市地位。2、根据相关数据统计,阿里巴巴旗下网站 aliexpress.com、alibaba.com 和 taobao.com 6 月份的全球访问量同比下降了 22.7%。此外,到目前为止 (4 - 6 月),该公司的网站流量同比下降了 26.9%。3、阿里巴巴仍面临宏观经济挑战,由于疫情影响,预计该公司的财务将面临压力。机构各抒己见,华尔街仍然看好先看国内,国海证券预计阿里巴巴 FY2023Q1 实现总营收 2,008 亿元人民币(YoY-2%,QoQ-2%),预计 FY2023Q1 客户管理收入(含佣金)同比下降8.5%至741亿元人民币,但CMR与GMV增速的gap环比有所收窄。招商证券表示,2022Q2 上海、北京等多地受疫情影响严重,FY2023Q1 季度多项业务承压,预计 FY2023Q1 季度实现收入2055.4 亿元人民币(同比-0.1%),调整后 EBITA 为 259.3 亿元人民币(同比-37.9%)。华尔街对阿里巴巴持乐观态度,根据彭博一致预期,阿里巴巴2023财年第一财季营收为2033.63亿元人民币,调整后净利润为284.27亿元人民币,调整后EPS为10.27元人民币。共有56位分析师对阿里巴巴进行了评级,其中52位给予买入评级,3位给予持有评级,1位给予卖出评级,平均目标价为154.50美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682933096,"gmtCreate":1658717984517,"gmtModify":1658717984517,"author":{"id":"3456795492393465","authorId":"3456795492393465","name":"86的老虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456795492393465","authorIdStr":"3456795492393465"},"themes":[],"htmlText":"白左快赶上**。","listText":"白左快赶上**。","text":"白左快赶上**。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682933096","repostId":"1154622555","repostType":2,"isVote":1,"tweetType":1,"viewCount":2352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686571253,"gmtCreate":1658413625673,"gmtModify":1704870628227,"author":{"id":"3456795492393465","authorId":"3456795492393465","name":"86的老虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456795492393465","authorIdStr":"3456795492393465"},"themes":[],"htmlText":"扛得住么?","listText":"扛得住么?","text":"扛得住么?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/686571253","repostId":"1162679165","repostType":2,"repost":{"id":"1162679165","kind":"news","pubTimestamp":1658413483,"share":"https://www.laohu8.com/m/news/1162679165?lang=&edition=full","pubTime":"2022-07-21 22:24","market":"us","language":"zh","title":"美国总统拜登新冠病毒检测结果呈阳性","url":"https://stock-news.laohu8.com/highlight/detail?id=1162679165","media":"央视新闻","summary":"拜登将在白宫进行隔离,在此期间继续履行所有职责。","content":"<html><head></head><body><p>央视记者:张颖哲</p><p>当地时间21日,白宫发表声明称,美国总统拜登新冠病毒检测结果呈阳性,症状轻微。</p><p>声明说,拜登已完全接种疫苗,并接种了两剂加强针。根据美国疾病控制与预防中心的指导方针,他将在白宫进行隔离,直到检测结果为阴性,在此期间他将继续全面履行其所有职责。21日上午,拜登一直通过电话与白宫工作人员保持联系,并将通过电话方式参加在白宫计划的会议。</p><p>白宫医疗组将通知所有与拜登密切接触的人。</p><p>白宫发言人:美国第一夫人吉尔·拜登新冠病毒检测呈阴性,她的日程将会排满。</p><p>消息公布后,美股快速走低,道指跌1%,标普500指数跌约0.7%,纳指跌约0.6%。</p><p><img src=\"https://static.tigerbbs.com/fb14f09acd7a2cde03675d2d67bfb8d8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"YSXW","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>美国总统拜登新冠病毒检测结果呈阳性</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美国总统拜登新冠病毒检测结果呈阳性\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 22:24 北京时间 <a href=https://content-static.cctvnews.cctv.com/snow-book/index.html?t=1658413561313&toc_style_id=feeds_default&share_to=wechat&track_id=CEB22216-9008-4C0B-AFFC-291A9D86CAA7_680106556019&item_id=16101054212413402253><strong>央视新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>央视记者:张颖哲当地时间21日,白宫发表声明称,美国总统拜登新冠病毒检测结果呈阳性,症状轻微。声明说,拜登已完全接种疫苗,并接种了两剂加强针。根据美国疾病控制与预防中心的指导方针,他将在白宫进行隔离,直到检测结果为阴性,在此期间他将继续全面履行其所有职责。21日上午,拜登一直通过电话与白宫工作人员保持联系,并将通过电话方式参加在白宫计划的会议。白宫医疗组将通知所有与拜登密切接触的人。白宫发言人:...</p>\n\n<a href=\"https://content-static.cctvnews.cctv.com/snow-book/index.html?t=1658413561313&toc_style_id=feeds_default&share_to=wechat&track_id=CEB22216-9008-4C0B-AFFC-291A9D86CAA7_680106556019&item_id=16101054212413402253\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0bb8e90cfe187914a988d67a8c088582","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://content-static.cctvnews.cctv.com/snow-book/index.html?t=1658413561313&toc_style_id=feeds_default&share_to=wechat&track_id=CEB22216-9008-4C0B-AFFC-291A9D86CAA7_680106556019&item_id=16101054212413402253","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162679165","content_text":"央视记者:张颖哲当地时间21日,白宫发表声明称,美国总统拜登新冠病毒检测结果呈阳性,症状轻微。声明说,拜登已完全接种疫苗,并接种了两剂加强针。根据美国疾病控制与预防中心的指导方针,他将在白宫进行隔离,直到检测结果为阴性,在此期间他将继续全面履行其所有职责。21日上午,拜登一直通过电话与白宫工作人员保持联系,并将通过电话方式参加在白宫计划的会议。白宫医疗组将通知所有与拜登密切接触的人。白宫发言人:美国第一夫人吉尔·拜登新冠病毒检测呈阴性,她的日程将会排满。消息公布后,美股快速走低,道指跌1%,标普500指数跌约0.7%,纳指跌约0.6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619638847,"gmtCreate":1649229084922,"gmtModify":1649229084922,"author":{"id":"3456795492393465","authorId":"3456795492393465","name":"86的老虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456795492393465","authorIdStr":"3456795492393465"},"themes":[],"htmlText":"明面看多,实际看空。好心提醒韭菜。","listText":"明面看多,实际看空。好心提醒韭菜。","text":"明面看多,实际看空。好心提醒韭菜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619638847","repostId":"2225587242","repostType":2,"isVote":1,"tweetType":1,"viewCount":3193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619928688,"gmtCreate":1648894791056,"gmtModify":1648894791056,"author":{"id":"3456795492393465","authorId":"3456795492393465","name":"86的老虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456795492393465","authorIdStr":"3456795492393465"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a>没有放松,而且加强管控。悬了。","text":"$阿里巴巴(BABA)$$腾讯控股(00700)$$百度集团-SW(09888)$没有放松,而且加强管控。悬了。","images":[{"img":"https://static.tigerbbs.com/9828029ab0bf84f8a55458a612e8c5fc","width":"1080","height":"2340"},{"img":"https://static.tigerbbs.com/932889df9228c20ac0137e64d3a76dfe","width":"1080","height":"2340"},{"img":"https://static.tigerbbs.com/a3e23aacb70c81fd99952599446bc183","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619928688","isVote":1,"tweetType":1,"viewCount":2902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":619929240,"gmtCreate":1648893526899,"gmtModify":1648893526899,"author":{"id":"3456795492393465","authorId":"3456795492393465","name":"86的老虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456795492393465","authorIdStr":"3456795492393465"},"themes":[],"htmlText":"haha","listText":"haha","text":"haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619929240","repostId":"1148563015","repostType":2,"isVote":1,"tweetType":1,"viewCount":2041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}