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YWY
YWY
·
2023-06-16
AI龙头，历史打底了🔥
阿里总裁：天猫拟进军欧洲 西班牙已设试点
阿里巴巴(09988.HK)董事兼总裁Michael Evans在法国出席欧洲最大科技活动VivaTech时表示，有意开展中国地区以外的市场，将旗下电商平台“天猫”进军欧洲市场，专门服务当地品牌和当地消费者。 Michael Evans称，发展欧洲市场是所有具国际业务企业的任务，届时会看到中国天猫会成为欧洲天猫，目前正在西班牙设立试点。 他亦提到，集团创办人马云目前在东京一所大学教学，主要在中国生...
阿里总裁：天猫拟进军欧洲 西班牙已设试点
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YWY
YWY
·
2023-06-13
🐮B
阿里云4项云原生案例获年度奖项
日前，在 ICT 中国·2023 高层论坛-云原生产业发展论坛上，由阿里云容器服务提供技术支持的“数禾科技”和“智联招聘”两大案例获得2023年度云原生应用优秀案例；阿里云云原生 AI 套件、云原生 FinOps 成本分析套件两大产品技术方案获得2023 年度云原生技术创新案例。基于此类痛点，阿里云发布了云原生FinOps 成本分析套件和云原生 AI 套件，这两项产品技术也获得2023年度云原生技术创新奖。
阿里云4项云原生案例获年度奖项
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YWY
YWY
·
2023-06-13
6.18大麦大麦大麦🔥🔥🔥
淘宝618第一波香港站总成交额同比双位数增长
智通财经APP获悉，6月12日，淘宝天猫港澳事业部负责人陈子坚表示，淘宝618活动第一波香港站的总成交金额、支付人数及客单价均录得按年双位数增长，旅游、家具及 3C 产品等成为热门搜寻。陈子坚表示，618直播的成交金额及订单数均录得增长，而香港观看直播的人数亦见提升，认为这模式的适应度高。据悉，618第二波将在周四开始，下周二完结，期间顾客将可享红包及信用卡等优惠。
淘宝618第一波香港站总成交额同比双位数增长
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YWY
·
2023-06-13
6.18大麦大麦大麦🔥
国泰君安证券点评阿里巴巴：淘天拐点已至，组织架构变革值得期待
我们认为短视频电商回归常态增长意味着淘天的拐点即将到来。抖音并未形成差异化的优势，故对淘天的影响较为可控。阿里进行组织架构变革，淘天将重塑电商竞争力。阿里启动“1+6+N”的组织架构变革，我们看好阿里回归创业者的状态，提升组织灵敏度和组织效率，重新迎来新的发展契机。淘天后续将通过提供差异化内容供给、扶持品牌和中小商家以及推动全面AI化来巩固其市场领先地位，重新回到增长的轨道上来。
国泰君安证券点评阿里巴巴：淘天拐点已至，组织架构变革值得期待
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YWY
·
2023-06-13
互联网零售一哥，🔥🔥🔥
国泰君安证券点评阿里巴巴：淘天拐点已至，组织架构变革值得期待
我们认为短视频电商回归常态增长意味着淘天的拐点即将到来。抖音并未形成差异化的优势，故对淘天的影响较为可控。阿里进行组织架构变革，淘天将重塑电商竞争力。阿里启动“1+6+N”的组织架构变革，我们看好阿里回归创业者的状态，提升组织灵敏度和组织效率，重新迎来新的发展契机。淘天后续将通过提供差异化内容供给、扶持品牌和中小商家以及推动全面AI化来巩固其市场领先地位，重新回到增长的轨道上来。
国泰君安证券点评阿里巴巴：淘天拐点已至，组织架构变革值得期待
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YWY
YWY
·
2023-06-13
🔥🚀🚀🚀
国泰君安证券点评阿里巴巴：淘天拐点已至，组织架构变革值得期待
我们认为短视频电商回归常态增长意味着淘天的拐点即将到来。抖音并未形成差异化的优势，故对淘天的影响较为可控。阿里进行组织架构变革，淘天将重塑电商竞争力。阿里启动“1+6+N”的组织架构变革，我们看好阿里回归创业者的状态，提升组织灵敏度和组织效率，重新迎来新的发展契机。淘天后续将通过提供差异化内容供给、扶持品牌和中小商家以及推动全面AI化来巩固其市场领先地位，重新回到增长的轨道上来。
国泰君安证券点评阿里巴巴：淘天拐点已至，组织架构变革值得期待
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YWY
·
2023-06-13
冲鸭🔥🔥🔥
国泰君安证券点评阿里巴巴：淘天拐点已至，组织架构变革值得期待
我们认为短视频电商回归常态增长意味着淘天的拐点即将到来。抖音并未形成差异化的优势，故对淘天的影响较为可控。阿里进行组织架构变革，淘天将重塑电商竞争力。阿里启动“1+6+N”的组织架构变革，我们看好阿里回归创业者的状态，提升组织灵敏度和组织效率，重新迎来新的发展契机。淘天后续将通过提供差异化内容供给、扶持品牌和中小商家以及推动全面AI化来巩固其市场领先地位，重新回到增长的轨道上来。
国泰君安证券点评阿里巴巴：淘天拐点已至，组织架构变革值得期待
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YWY
·
2023-06-13
阿里🔥🚀🚀🚀
国泰君安证券点评阿里巴巴：淘天拐点已至，组织架构变革值得期待
我们认为短视频电商回归常态增长意味着淘天的拐点即将到来。抖音并未形成差异化的优势，故对淘天的影响较为可控。阿里进行组织架构变革，淘天将重塑电商竞争力。阿里启动“1+6+N”的组织架构变革，我们看好阿里回归创业者的状态，提升组织灵敏度和组织效率，重新迎来新的发展契机。淘天后续将通过提供差异化内容供给、扶持品牌和中小商家以及推动全面AI化来巩固其市场领先地位，重新回到增长的轨道上来。
国泰君安证券点评阿里巴巴：淘天拐点已至，组织架构变革值得期待
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YWY
·
2023-06-13
阿里跳空高开，历史打底了🔥🔥🔥🚀🚀🚀
国泰君安证券点评阿里巴巴：淘天拐点已至，组织架构变革值得期待
我们认为短视频电商回归常态增长意味着淘天的拐点即将到来。抖音并未形成差异化的优势，故对淘天的影响较为可控。阿里进行组织架构变革，淘天将重塑电商竞争力。阿里启动“1+6+N”的组织架构变革，我们看好阿里回归创业者的状态，提升组织灵敏度和组织效率，重新迎来新的发展契机。淘天后续将通过提供差异化内容供给、扶持品牌和中小商家以及推动全面AI化来巩固其市场领先地位，重新回到增长的轨道上来。
国泰君安证券点评阿里巴巴：淘天拐点已至，组织架构变革值得期待
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YWY
·
2023-05-16
阿里🔥🚀🚀🚀
一季度高瓴HHLR再加码多只中概，拼多多成第二大重仓，华住晋升前十
一季度高瓴增持最多的是拼多多，持股较四季度增长266%，刚建仓华住酒店305万股就晋升十大重仓股之一，加仓阿里21%；一季度减持最多的是京东，持股减少63%，在十大重仓股中排名从第二降至第十；一季度新进百度、理想汽车；加仓美国科技股微软、亚马逊、AMD。
一季度高瓴HHLR再加码多只中概，拼多多成第二大重仓，华住晋升前十
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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阿里总裁：天猫拟进军欧洲 西班牙已设试点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-16 11:42 北京时间 <a href=https://www.881903.com/news/finance/2490776><strong>商台财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿里巴巴(09988.HK)董事兼总裁Michael Evans在法国出席欧洲最大科技活动VivaTech时表示，有意开展中国地区以外的市场，将旗下电商平台“天猫”进军欧洲市场，专门服务当地品牌和当地消费者。\nMichael Evans称，发展欧洲市场是所有具国际业务企业的任务，届时会看到中国天猫会成为欧洲天猫，目前正在西班牙设立试点。\n他亦提到，集团创办人马云目前在东京一所大学教学，主要在中国...</p>\n\n<a href=\"https://www.881903.com/news/finance/2490776\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://stream.881903.com/public/b376cbeff089801e29b21b92c081d1d1/2020/09/dcf08450ffa8de331c14ced4bedabb2d.jpg","relate_stocks":{"IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","BK4526":"热门中概股","BK4579":"人工智能","BK4527":"明星科技股","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1517":"云办公","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","BK4122":"互联网与直销零售","BK4538":"云计算","BK1521":"挪威政府全球养老基金持仓","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","BK1610":"ETF&股票定投概念","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" 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Evans称，发展欧洲市场是所有具国际业务企业的任务，届时会看到中国天猫会成为欧洲天猫，目前正在西班牙设立试点。\n他亦提到，集团创办人马云目前在东京一所大学教学，主要在中国生活，又指马云仍然是阿里巴巴的最大股东，关心公司发展。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186949040758808,"gmtCreate":1686665808095,"gmtModify":1686665809890,"author":{"id":"3478516704047330","authorId":"3478516704047330","name":"YWY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478516704047330","authorIdStr":"3478516704047330"},"themes":[],"htmlText":"🐮B","listText":"🐮B","text":"🐮B","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186949040758808","repostId":"2342688245","repostType":2,"repost":{"id":"2342688245","kind":"news","pubTimestamp":1686556541,"share":"https://www.laohu8.com/m/news/2342688245?lang=&edition=full","pubTime":"2023-06-12 15:55","market":"hk","language":"zh","title":"阿里云4项云原生案例获年度奖项","url":"https://stock-news.laohu8.com/highlight/detail?id=2342688245","media":"极客网","summary":"日前，在 ICT 中国·2023 高层论坛-云原生产业发展论坛上，由阿里云容器服务提供技术支持的“数禾科技”和“智联招聘”两大案例获得2023年度云原生应用优秀案例；阿里云云原生 AI 套件、云原生 FinOps 成本分析套件两大产品技术方案获得2023 年度云原生技术创新案例。基于此类痛点，阿里云发布了云原生FinOps 成本分析套件和云原生 AI 套件，这两项产品技术也获得2023年度云原生技术创新奖。","content":"<html><body><article><p>日前，在 ICT 中国·2023 高层论坛-云原生产业发展论坛上，由阿里云容器服务提供技术支持的“数禾科技”和“<a href=\"https://laohu8.com/S/ZPIN\">智联招聘</a>”两大案例获得2023年度云原生应用优秀案例；阿里云云原生 AI 套件、云原生 FinOps 成本分析套件两大产品技术方案获得2023 年度云原生技术创新案例。</p><img src=\"https://inews.gtimg.com/om_bt/OV3dvbO2IVV0tr8IJ4LpazSShrj-aCgFqwdTQh09HAnAoAA/0\"/><p><strong>数禾科技 AI 模型Serverless 容器化</strong></p><p>数禾科技以大数据和技术为驱动，为<a href=\"https://laohu8.com/S/FISI\">金融机构</a>提供高效的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>零售金融解决方案。随着业务的快速发展，风控模型对 AI 的需求也随之井喷。如何打造更敏捷的 AI 计算服务，支撑业务高速增长，同时节省资源成本，是摆在数禾科技面前的一大难题。</p><p>经过调研，数禾科技与阿里云云原生团队深度合作，联合打造全新的数禾 AI 推理服务平台，整个平台基于阿里云 Serverless 容器服务 ASK 构建，无需购买 K8s 节点即可直接部署，也无需对 K8s 集群进行节点维护和容量规划。</p><p>此外，通过 ASK Knative 服务，有效解决了数禾模型的灰度发布和多版本并存问题。目前，该系统已上线部署数百个 AI 模型服务，每天能够提供数亿次查询决策服务，<strong>ASK的实时弹性扩展能力帮助数禾节约资源成本约 60%。</strong></p><p><strong>智联招聘升级为云原生架构，释放 Serverless技术红利</strong></p><p>智联招聘是中国人力资本生态价值链领导者，随着业务高速发展，应用系统也在更新迭代。智联招聘在业内率先完成全面容器化改造，<strong>并与阿里云联合设计“分布式云容器平台 ACK One +IDC 统一调度方案”。</strong>该方案在应对春招期间高峰流量阶段，有效解决系统稳定性、资源量预估困难、运维难度大等问题。</p><p>使用混合云的方式作为计算平台，不必因为业务突发增长的需求而一次性投入大量资金，在公共云上可以做到随用随付，对于一些创新业务想做技术调研非常方便，减少了试错的成本。在效率方面，借助混合云架构深度集成，方便研发人员完成一站式研发、运维，整个持续集成可以做到分钟级。</p><p><strong>云原生技术创新，服务千行百业</strong></p><p>随着用云程度加深，企业面临云成本管理困难的新问题；同时，Kubernetes 的复杂性是阻碍很多企业采用容器的重要因素。基于此类痛点，阿里云发布了云原生FinOps 成本分析套件和云原生 AI 套件，这两项产品技术也获得2023年度云原生技术创新奖。</p><p><strong>云原生 AI 套件</strong>聚焦持续优化异构资源效率、高效运行 AI 等异构工作负载两大核心场景，为 AI/ML 提供工程效率高、成本低、可扩展、可复制的端到端解决方案。目前，云原生 AI 套件已经广泛应用于互联网、游戏、自动驾驶、科研机构等行业。</p><p>容器应用与传统应用相比具备更高的弹性和动态性，可以按需创建和释放资源；但与此同时，这也对费用估算带来更大的挑战。</p><p><strong>云原生 FinOps 成本分析套件</strong>提供成本洞察功能，<strong>将 IT 成本治理周期从原来的季度、月度，降低到了天、小时；</strong>云原生 FinOps 成本分析套件已经服务大量企业客户，中华财险、TCL 等企业通过云原生FinOps成本分析套件，每年节省数百万成本。</p><p>阿里云容器服务拥有对超大集群的支撑能力，并在国内率先实现了单集群 1 万节点 1 百万 Pod 的规模突破，可帮助企业轻松应对不断增加的规模化需求。在 Forrester 发布的公有云容器平台报告中，被评为公有云容器平台市场领导者。</p></article></body></html>","source":"tencent","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>阿里云4项云原生案例获年度奖项</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023061215563783ff29ea&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","BK1610":"ETF&股票定投概念","BK1521":"挪威政府全球养老基金持仓","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","BK1586":"云计算","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","09988":"阿里巴巴-W","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","LU0173614495.USD":"富达中国焦点A","LU0106959298.USD":"UBS (LUX) EQUITY FUND - 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(dist)"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023061215563783ff29ea&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2342688245","content_text":"日前，在 ICT 中国·2023 高层论坛-云原生产业发展论坛上，由阿里云容器服务提供技术支持的“数禾科技”和“智联招聘”两大案例获得2023年度云原生应用优秀案例；阿里云云原生 AI 套件、云原生 FinOps 成本分析套件两大产品技术方案获得2023 年度云原生技术创新案例。数禾科技 AI 模型Serverless 容器化数禾科技以大数据和技术为驱动，为金融机构提供高效的智能零售金融解决方案。随着业务的快速发展，风控模型对 AI 的需求也随之井喷。如何打造更敏捷的 AI 计算服务，支撑业务高速增长，同时节省资源成本，是摆在数禾科技面前的一大难题。经过调研，数禾科技与阿里云云原生团队深度合作，联合打造全新的数禾 AI 推理服务平台，整个平台基于阿里云 Serverless 容器服务 ASK 构建，无需购买 K8s 节点即可直接部署，也无需对 K8s 集群进行节点维护和容量规划。此外，通过 ASK Knative 服务，有效解决了数禾模型的灰度发布和多版本并存问题。目前，该系统已上线部署数百个 AI 模型服务，每天能够提供数亿次查询决策服务，ASK的实时弹性扩展能力帮助数禾节约资源成本约 60%。智联招聘升级为云原生架构，释放 Serverless技术红利智联招聘是中国人力资本生态价值链领导者，随着业务高速发展，应用系统也在更新迭代。智联招聘在业内率先完成全面容器化改造，并与阿里云联合设计“分布式云容器平台 ACK One +IDC 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16:33","market":"us","language":"zh","title":"淘宝618第一波香港站总成交额同比双位数增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2342685161","media":"智通财经","summary":"智通财经APP获悉，6月12日，淘宝天猫港澳事业部负责人陈子坚表示，淘宝618活动第一波香港站的总成交金额、支付人数及客单价均录得按年双位数增长，旅游、家具及 3C 产品等成为热门搜寻。陈子坚表示，618直播的成交金额及订单数均录得增长，而香港观看直播的人数亦见提升，认为这模式的适应度高。据悉，618第二波将在周四开始，下周二完结，期间顾客将可享红包及信用卡等优惠。","content":"<html><body><p>智通财经APP获悉，6月12日，淘宝天猫港澳事业部负责人陈子坚表示，淘宝618活动第一波(<span>即5月31日至6月3日期间</span>)<span>香港站</span>的总成交金额、支付人数及客单价均录得按年双位数增长，旅游、家具及 3C 产品等成为热门搜寻<span>。</span></p><p>陈子坚指出，即使疫后开放，仍未见消费者转至线下消费，反而浏览量有大幅提升，并相信物流保障等服务能成为客单价的引擎，而公司长远亦会投资科技，协助直播主向合适的顾客推售合适的商品。</p><p><span>陈子坚指出，今年618淘宝香港站将与艺人林盛斌夫妇合作，举办10场直播活动，期间将提供香港用户专属优惠。被问到是次合作与TVB<a href=\"https://laohu8.com/S/00511\">电视广播</a>(00511)的关系，他指，集团与TVB一直保持紧密合作，但TVB的直播主要面向内地消费者，而与林盛斌夫妇的合作针对香港消费者，认为可以兼顾两地的消费群体。</span></p><p>陈子坚表示，618直播的成交金额及订单数均录得增长，而香港观看直播的人数亦见提升，认为这模式的适应度高。据悉，618第二波将在周四开始，下周二完结，期间顾客将可享红包及信用卡等优惠。</p></body></html>","source":"stock_zhitongcaijing","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>淘宝618第一波香港站总成交额同比双位数增长</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/944182.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4531":"中概回港概念","BABA":"阿里巴巴","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0048597586.USD":"富达亚洲焦点A","LU0348783233.USD":"安联东方收入型 CI A Dis美元","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BK1249":"综合零售","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK4122":"互联网与直销零售","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4505":"高瓴资本持仓","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","IE00B3M56506.USD":"NEUBERGER 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产品等成为热门搜寻。陈子坚指出，即使疫后开放，仍未见消费者转至线下消费，反而浏览量有大幅提升，并相信物流保障等服务能成为客单价的引擎，而公司长远亦会投资科技，协助直播主向合适的顾客推售合适的商品。陈子坚指出，今年618淘宝香港站将与艺人林盛斌夫妇合作，举办10场直播活动，期间将提供香港用户专属优惠。被问到是次合作与TVB电视广播(00511)的关系，他指，集团与TVB一直保持紧密合作，但TVB的直播主要面向内地消费者，而与林盛斌夫妇的合作针对香港消费者，认为可以兼顾两地的消费群体。陈子坚表示，618直播的成交金额及订单数均录得增长，而香港观看直播的人数亦见提升，认为这模式的适应度高。据悉，618第二波将在周四开始，下周二完结，期间顾客将可享红包及信用卡等优惠。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186945749385376,"gmtCreate":1686665009434,"gmtModify":1686665011589,"author":{"id":"3478516704047330","authorId":"3478516704047330","name":"YWY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478516704047330","authorIdStr":"3478516704047330"},"themes":[],"htmlText":"6.18大麦大麦大麦🔥","listText":"6.18大麦大麦大麦🔥","text":"6.18大麦大麦大麦🔥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186945749385376","repostId":"2342577673","repostType":2,"repost":{"id":"2342577673","kind":"news","pubTimestamp":1686536603,"share":"https://www.laohu8.com/m/news/2342577673?lang=&edition=full","pubTime":"2023-06-12 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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>2023年-2025年的<span>营业收入</span>分别为9,482/10,532/11,267亿人民币。经调整<span>净利润</span>分别为1,480/1,654/1,901亿人民币。根据SOTP估值法，给予目标价136港元，较最新收盘价有63%的上涨空间。</p><p>短视频电商的兴起同时减少了C端和B端的流量规模，对淘天的市场份额以及广告收入产生了负向影响。淘天本质是流量生意，而短视频APP稀释了淘天App的用户使用时长，短视频电商的崛起减少了部分品类商家在淘天的经营时间和广告投放意愿，故导致淘天的市场份额和广告收入有所下跌。</p><p>我们认为短视频电商回归常态增长意味着淘天的拐点即将到来。以抖音为例，短期内，抖音电商内容场域流量红利接近天花板，货架场域虽然短期仍持续释放流量红利，迅速成长为新的流量引擎。但从长期看，我们认为短视频平台擅长娱乐的基因虽然能够帮助平台在以内容为驱动的内容电商模式上取得先机，但很难在以“多快好省”为核心的货架电商模式上建立竞争优势。抖音并未形成差异化的优势，故对淘天的影响较为可控。</p><p>阿里进行组织架构变革，淘天将重塑电商竞争力。阿里启动“1+6+N”的组织架构变革，我们看好阿里回归创业者的状态，提升组织灵敏度和组织效率，重新迎来新的发展契机。淘天后续将通过提供差异化内容供给、扶持品牌和中小商家以及推动全面AI化来巩固其市场领先地位，重新回到增长的轨道上来。</p><p>风险提示：主营业务竞争风险；系统性风险；政策风险；宏观经济增速下降风险；公司组织架构改革不及预期；研报数据更新不及时等。</p></article></body></html>","source":"tencent","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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202306121031208272edc4&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>给予“增持”评级，目标价为136港元：我们持续看好公司长远发展和后续业绩的增长。预计阿里巴巴2023年-2025年的营业收入分别为9,482/10,532/11,267亿人民币。经调整净利润分别为1,480/1,654/1,901亿人民币。根据SOTP估值法，给予目标价136港元，较最新收盘价有63%的上涨空间。短视频电商的兴起同时减少了C端和B端的流量规模，对淘天的市场份额以及广告收入产生了负向...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202306121031208272edc4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity 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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>2023年-2025年的<span>营业收入</span>分别为9,482/10,532/11,267亿人民币。经调整<span>净利润</span>分别为1,480/1,654/1,901亿人民币。根据SOTP估值法，给予目标价136港元，较最新收盘价有63%的上涨空间。</p><p>短视频电商的兴起同时减少了C端和B端的流量规模，对淘天的市场份额以及广告收入产生了负向影响。淘天本质是流量生意，而短视频APP稀释了淘天App的用户使用时长，短视频电商的崛起减少了部分品类商家在淘天的经营时间和广告投放意愿，故导致淘天的市场份额和广告收入有所下跌。</p><p>我们认为短视频电商回归常态增长意味着淘天的拐点即将到来。以抖音为例，短期内，抖音电商内容场域流量红利接近天花板，货架场域虽然短期仍持续释放流量红利，迅速成长为新的流量引擎。但从长期看，我们认为短视频平台擅长娱乐的基因虽然能够帮助平台在以内容为驱动的内容电商模式上取得先机，但很难在以“多快好省”为核心的货架电商模式上建立竞争优势。抖音并未形成差异化的优势，故对淘天的影响较为可控。</p><p>阿里进行组织架构变革，淘天将重塑电商竞争力。阿里启动“1+6+N”的组织架构变革，我们看好阿里回归创业者的状态，提升组织灵敏度和组织效率，重新迎来新的发展契机。淘天后续将通过提供差异化内容供给、扶持品牌和中小商家以及推动全面AI化来巩固其市场领先地位，重新回到增长的轨道上来。</p><p>风险提示：主营业务竞争风险；系统性风险；政策风险；宏观经济增速下降风险；公司组织架构改革不及预期；研报数据更新不及时等。</p></article></body></html>","source":"tencent","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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202306121031208272edc4&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>给予“增持”评级，目标价为136港元：我们持续看好公司长远发展和后续业绩的增长。预计阿里巴巴2023年-2025年的营业收入分别为9,482/10,532/11,267亿人民币。经调整净利润分别为1,480/1,654/1,901亿人民币。根据SOTP估值法，给予目标价136港元，较最新收盘价有63%的上涨空间。短视频电商的兴起同时减少了C端和B端的流量规模，对淘天的市场份额以及广告收入产生了负向...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202306121031208272edc4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity 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USD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202306121031208272edc4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2342577673","content_text":"给予“增持”评级，目标价为136港元：我们持续看好公司长远发展和后续业绩的增长。预计阿里巴巴2023年-2025年的营业收入分别为9,482/10,532/11,267亿人民币。经调整净利润分别为1,480/1,654/1,901亿人民币。根据SOTP估值法，给予目标价136港元，较最新收盘价有63%的上涨空间。短视频电商的兴起同时减少了C端和B端的流量规模，对淘天的市场份额以及广告收入产生了负向影响。淘天本质是流量生意，而短视频APP稀释了淘天App的用户使用时长，短视频电商的崛起减少了部分品类商家在淘天的经营时间和广告投放意愿，故导致淘天的市场份额和广告收入有所下跌。我们认为短视频电商回归常态增长意味着淘天的拐点即将到来。以抖音为例，短期内，抖音电商内容场域流量红利接近天花板，货架场域虽然短期仍持续释放流量红利，迅速成长为新的流量引擎。但从长期看，我们认为短视频平台擅长娱乐的基因虽然能够帮助平台在以内容为驱动的内容电商模式上取得先机，但很难在以“多快好省”为核心的货架电商模式上建立竞争优势。抖音并未形成差异化的优势，故对淘天的影响较为可控。阿里进行组织架构变革，淘天将重塑电商竞争力。阿里启动“1+6+N”的组织架构变革，我们看好阿里回归创业者的状态，提升组织灵敏度和组织效率，重新迎来新的发展契机。淘天后续将通过提供差异化内容供给、扶持品牌和中小商家以及推动全面AI化来巩固其市场领先地位，重新回到增长的轨道上来。风险提示：主营业务竞争风险；系统性风险；政策风险；宏观经济增速下降风险；公司组织架构改革不及预期；研报数据更新不及时等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186943691423768,"gmtCreate":1686664502106,"gmtModify":1686664504111,"author":{"id":"3478516704047330","authorId":"3478516704047330","name":"YWY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478516704047330","authorIdStr":"3478516704047330"},"themes":[],"htmlText":"🔥🚀🚀🚀","listText":"🔥🚀🚀🚀","text":"🔥🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186943691423768","repostId":"2342577673","repostType":2,"repost":{"id":"2342577673","kind":"news","pubTimestamp":1686536603,"share":"https://www.laohu8.com/m/news/2342577673?lang=&edition=full","pubTime":"2023-06-12 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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>2023年-2025年的<span>营业收入</span>分别为9,482/10,532/11,267亿人民币。经调整<span>净利润</span>分别为1,480/1,654/1,901亿人民币。根据SOTP估值法，给予目标价136港元，较最新收盘价有63%的上涨空间。</p><p>短视频电商的兴起同时减少了C端和B端的流量规模，对淘天的市场份额以及广告收入产生了负向影响。淘天本质是流量生意，而短视频APP稀释了淘天App的用户使用时长，短视频电商的崛起减少了部分品类商家在淘天的经营时间和广告投放意愿，故导致淘天的市场份额和广告收入有所下跌。</p><p>我们认为短视频电商回归常态增长意味着淘天的拐点即将到来。以抖音为例，短期内，抖音电商内容场域流量红利接近天花板，货架场域虽然短期仍持续释放流量红利，迅速成长为新的流量引擎。但从长期看，我们认为短视频平台擅长娱乐的基因虽然能够帮助平台在以内容为驱动的内容电商模式上取得先机，但很难在以“多快好省”为核心的货架电商模式上建立竞争优势。抖音并未形成差异化的优势，故对淘天的影响较为可控。</p><p>阿里进行组织架构变革，淘天将重塑电商竞争力。阿里启动“1+6+N”的组织架构变革，我们看好阿里回归创业者的状态，提升组织灵敏度和组织效率，重新迎来新的发展契机。淘天后续将通过提供差异化内容供给、扶持品牌和中小商家以及推动全面AI化来巩固其市场领先地位，重新回到增长的轨道上来。</p><p>风险提示：主营业务竞争风险；系统性风险；政策风险；宏观经济增速下降风险；公司组织架构改革不及预期；研报数据更新不及时等。</p></article></body></html>","source":"tencent","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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202306121031208272edc4&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>给予“增持”评级，目标价为136港元：我们持续看好公司长远发展和后续业绩的增长。预计阿里巴巴2023年-2025年的营业收入分别为9,482/10,532/11,267亿人民币。经调整净利润分别为1,480/1,654/1,901亿人民币。根据SOTP估值法，给予目标价136港元，较最新收盘价有63%的上涨空间。短视频电商的兴起同时减少了C端和B端的流量规模，对淘天的市场份额以及广告收入产生了负向...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202306121031208272edc4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity 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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>2023年-2025年的<span>营业收入</span>分别为9,482/10,532/11,267亿人民币。经调整<span>净利润</span>分别为1,480/1,654/1,901亿人民币。根据SOTP估值法，给予目标价136港元，较最新收盘价有63%的上涨空间。</p><p>短视频电商的兴起同时减少了C端和B端的流量规模，对淘天的市场份额以及广告收入产生了负向影响。淘天本质是流量生意，而短视频APP稀释了淘天App的用户使用时长，短视频电商的崛起减少了部分品类商家在淘天的经营时间和广告投放意愿，故导致淘天的市场份额和广告收入有所下跌。</p><p>我们认为短视频电商回归常态增长意味着淘天的拐点即将到来。以抖音为例，短期内，抖音电商内容场域流量红利接近天花板，货架场域虽然短期仍持续释放流量红利，迅速成长为新的流量引擎。但从长期看，我们认为短视频平台擅长娱乐的基因虽然能够帮助平台在以内容为驱动的内容电商模式上取得先机，但很难在以“多快好省”为核心的货架电商模式上建立竞争优势。抖音并未形成差异化的优势，故对淘天的影响较为可控。</p><p>阿里进行组织架构变革，淘天将重塑电商竞争力。阿里启动“1+6+N”的组织架构变革，我们看好阿里回归创业者的状态，提升组织灵敏度和组织效率，重新迎来新的发展契机。淘天后续将通过提供差异化内容供给、扶持品牌和中小商家以及推动全面AI化来巩固其市场领先地位，重新回到增长的轨道上来。</p><p>风险提示：主营业务竞争风险；系统性风险；政策风险；宏观经济增速下降风险；公司组织架构改革不及预期；研报数据更新不及时等。</p></article></body></html>","source":"tencent","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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202306121031208272edc4&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>给予“增持”评级，目标价为136港元：我们持续看好公司长远发展和后续业绩的增长。预计阿里巴巴2023年-2025年的营业收入分别为9,482/10,532/11,267亿人民币。经调整净利润分别为1,480/1,654/1,901亿人民币。根据SOTP估值法，给予目标价136港元，较最新收盘价有63%的上涨空间。短视频电商的兴起同时减少了C端和B端的流量规模，对淘天的市场份额以及广告收入产生了负向...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202306121031208272edc4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity 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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>2023年-2025年的<span>营业收入</span>分别为9,482/10,532/11,267亿人民币。经调整<span>净利润</span>分别为1,480/1,654/1,901亿人民币。根据SOTP估值法，给予目标价136港元，较最新收盘价有63%的上涨空间。</p><p>短视频电商的兴起同时减少了C端和B端的流量规模，对淘天的市场份额以及广告收入产生了负向影响。淘天本质是流量生意，而短视频APP稀释了淘天App的用户使用时长，短视频电商的崛起减少了部分品类商家在淘天的经营时间和广告投放意愿，故导致淘天的市场份额和广告收入有所下跌。</p><p>我们认为短视频电商回归常态增长意味着淘天的拐点即将到来。以抖音为例，短期内，抖音电商内容场域流量红利接近天花板，货架场域虽然短期仍持续释放流量红利，迅速成长为新的流量引擎。但从长期看，我们认为短视频平台擅长娱乐的基因虽然能够帮助平台在以内容为驱动的内容电商模式上取得先机，但很难在以“多快好省”为核心的货架电商模式上建立竞争优势。抖音并未形成差异化的优势，故对淘天的影响较为可控。</p><p>阿里进行组织架构变革，淘天将重塑电商竞争力。阿里启动“1+6+N”的组织架构变革，我们看好阿里回归创业者的状态，提升组织灵敏度和组织效率，重新迎来新的发展契机。淘天后续将通过提供差异化内容供给、扶持品牌和中小商家以及推动全面AI化来巩固其市场领先地位，重新回到增长的轨道上来。</p><p>风险提示：主营业务竞争风险；系统性风险；政策风险；宏观经济增速下降风险；公司组织架构改革不及预期；研报数据更新不及时等。</p></article></body></html>","source":"tencent","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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202306121031208272edc4&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>给予“增持”评级，目标价为136港元：我们持续看好公司长远发展和后续业绩的增长。预计阿里巴巴2023年-2025年的营业收入分别为9,482/10,532/11,267亿人民币。经调整净利润分别为1,480/1,654/1,901亿人民币。根据SOTP估值法，给予目标价136港元，较最新收盘价有63%的上涨空间。短视频电商的兴起同时减少了C端和B端的流量规模，对淘天的市场份额以及广告收入产生了负向...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202306121031208272edc4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity 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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>2023年-2025年的<span>营业收入</span>分别为9,482/10,532/11,267亿人民币。经调整<span>净利润</span>分别为1,480/1,654/1,901亿人民币。根据SOTP估值法，给予目标价136港元，较最新收盘价有63%的上涨空间。</p><p>短视频电商的兴起同时减少了C端和B端的流量规模，对淘天的市场份额以及广告收入产生了负向影响。淘天本质是流量生意，而短视频APP稀释了淘天App的用户使用时长，短视频电商的崛起减少了部分品类商家在淘天的经营时间和广告投放意愿，故导致淘天的市场份额和广告收入有所下跌。</p><p>我们认为短视频电商回归常态增长意味着淘天的拐点即将到来。以抖音为例，短期内，抖音电商内容场域流量红利接近天花板，货架场域虽然短期仍持续释放流量红利，迅速成长为新的流量引擎。但从长期看，我们认为短视频平台擅长娱乐的基因虽然能够帮助平台在以内容为驱动的内容电商模式上取得先机，但很难在以“多快好省”为核心的货架电商模式上建立竞争优势。抖音并未形成差异化的优势，故对淘天的影响较为可控。</p><p>阿里进行组织架构变革，淘天将重塑电商竞争力。阿里启动“1+6+N”的组织架构变革，我们看好阿里回归创业者的状态，提升组织灵敏度和组织效率，重新迎来新的发展契机。淘天后续将通过提供差异化内容供给、扶持品牌和中小商家以及推动全面AI化来巩固其市场领先地位，重新回到增长的轨道上来。</p><p>风险提示：主营业务竞争风险；系统性风险；政策风险；宏观经济增速下降风险；公司组织架构改革不及预期；研报数据更新不及时等。</p></article></body></html>","source":"tencent","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>国泰君安证券点评阿里巴巴：淘天拐点已至，组织架构变革值得期待</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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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202306121031208272edc4&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>给予“增持”评级，目标价为136港元：我们持续看好公司长远发展和后续业绩的增长。预计阿里巴巴2023年-2025年的营业收入分别为9,482/10,532/11,267亿人民币。经调整净利润分别为1,480/1,654/1,901亿人民币。根据SOTP估值法，给予目标价136港元，较最新收盘价有63%的上涨空间。短视频电商的兴起同时减少了C端和B端的流量规模，对淘天的市场份额以及广告收入产生了负向...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202306121031208272edc4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity 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USD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202306121031208272edc4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2342577673","content_text":"给予“增持”评级，目标价为136港元：我们持续看好公司长远发展和后续业绩的增长。预计阿里巴巴2023年-2025年的营业收入分别为9,482/10,532/11,267亿人民币。经调整净利润分别为1,480/1,654/1,901亿人民币。根据SOTP估值法，给予目标价136港元，较最新收盘价有63%的上涨空间。短视频电商的兴起同时减少了C端和B端的流量规模，对淘天的市场份额以及广告收入产生了负向影响。淘天本质是流量生意，而短视频APP稀释了淘天App的用户使用时长，短视频电商的崛起减少了部分品类商家在淘天的经营时间和广告投放意愿，故导致淘天的市场份额和广告收入有所下跌。我们认为短视频电商回归常态增长意味着淘天的拐点即将到来。以抖音为例，短期内，抖音电商内容场域流量红利接近天花板，货架场域虽然短期仍持续释放流量红利，迅速成长为新的流量引擎。但从长期看，我们认为短视频平台擅长娱乐的基因虽然能够帮助平台在以内容为驱动的内容电商模式上取得先机，但很难在以“多快好省”为核心的货架电商模式上建立竞争优势。抖音并未形成差异化的优势，故对淘天的影响较为可控。阿里进行组织架构变革，淘天将重塑电商竞争力。阿里启动“1+6+N”的组织架构变革，我们看好阿里回归创业者的状态，提升组织灵敏度和组织效率，重新迎来新的发展契机。淘天后续将通过提供差异化内容供给、扶持品牌和中小商家以及推动全面AI化来巩固其市场领先地位，重新回到增长的轨道上来。风险提示：主营业务竞争风险；系统性风险；政策风险；宏观经济增速下降风险；公司组织架构改革不及预期；研报数据更新不及时等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652071633,"gmtCreate":1684199946222,"gmtModify":1684199947896,"author":{"id":"3478516704047330","authorId":"3478516704047330","name":"YWY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478516704047330","authorIdStr":"3478516704047330"},"themes":[],"htmlText":"阿里🔥🚀🚀🚀","listText":"阿里🔥🚀🚀🚀","text":"阿里🔥🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652071633","repostId":"2335848652","repostType":2,"repost":{"id":"2335848652","kind":"highlight","pubTimestamp":1684192789,"share":"https://www.laohu8.com/m/news/2335848652?lang=&edition=full","pubTime":"2023-05-16 07:19","market":"us","language":"zh","title":"一季度高瓴HHLR再加码多只中概，拼多多成第二大重仓，华住晋升前十","url":"https://stock-news.laohu8.com/highlight/detail?id=2335848652","media":"华尔街见闻","summary":"一季度高瓴增持最多的是拼多多，持股较四季度增长266%，刚建仓华住酒店305万股就晋升十大重仓股之一，加仓阿里21%；一季度减持最多的是京东，持股减少63%，在十大重仓股中排名从第二降至第十；一季度新进百度、理想汽车；加仓美国科技股微软、亚马逊、AMD。","content":"<html><head></head><body><blockquote>摘要：一季度高瓴增持最多的是<a href=\"https://laohu8.com/S/PDD\">拼多多</a>，持股较四季度增长266%，刚建仓<a href=\"https://laohu8.com/S/HTHT\">华住</a>酒店305万股就晋升十大重仓股之一，加仓阿里21%；一季度减持最多的是<a href=\"https://laohu8.com/S/JD\">京东</a>，持股减少63%，在十大重仓股中排名从第二降至第十；一季度新进<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>；加仓美国科技股<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、AMD。</blockquote><p>美东时间5月15日周一，高瓴资本旗下专攻二级投资的基金管理机构HHLR Advisors公布13F文件，披露今年第一季度继续集中配置中概股，部分重仓的中概股排名提升。</p><p>这份递交美国证监会的持仓文件显示，高瓴HHLR（下称“高瓴”）一季度的持仓市值规模较去年第四季度提升了近20%，一季度共对包括<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>在内的九只中概股进行了增持与新进买入等操作。</p><p>截至一季度末，高瓴的十大重仓股分别是：</p><blockquote>一、<a href=\"https://laohu8.com/S/BGNE\">百济神州</a>（BGNE）；二、拼多多（PDD）；三、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>找房（BEKE）；四、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>（BABA）；五、云软件巨头<a href=\"https://laohu8.com/S/CRM\">赛富时</a>（Salesforce、代码CRM）；六、“美版美团”DoorDash（DASH）；七、矿产和油气资源公司自由港麦克莫兰（Freeport-McMoRan、代码FCX）；八、<a href=\"https://laohu8.com/S/LEGN\">传奇生物</a>（LEGN）；九、<a href=\"https://laohu8.com/S/HTHT\">华住</a>酒店集团（HTHT）；<a href=\"https://laohu8.com/S/JD\">京东</a>（JD）。</blockquote><p>和去年第四季度一样，一季度高瓴十大重仓股中也有七只中概股。其中，<a href=\"https://laohu8.com/S/688235\">百济神州</a>的持仓依然排在第一位，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>和阿里的排名也保持不变，分别位居第三和第四，拼多多的排名从第八升至第二，四季度的第二大重仓股京东排名降至第十，<a href=\"https://laohu8.com/S/LEGN\">传奇生物</a>排名从第六降至第八，华住酒店是前十位中的新面孔，四季度排名第五的<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>跌出前十。</p><p>非中概股中，<a href=\"https://laohu8.com/S/CRM\">赛富时</a>的持仓排名从第九升至第五，DoorDash的排名从第十升至第六，自由港麦克莫兰的排名持平四季度。</p><h2>继续加仓阿里、拼多多 拼多多持仓翻倍 刚建仓华住就晋升前十</h2><p>到今年一季度末，在高瓴的全部美股持仓中，中概股合计持有市值占比接近70%，占比持平去年四季度末。</p><p>一季度高瓴增持最多的个股当属拼多多。当季大幅增持拼多多近774万股，较去年四季度持股数增长266%，持股总数增持1064万股，季末市值近8.08亿美元，由此成为高瓴第二大重仓股，在投资组合中的占比从四季度的5%升至14.32%。</p><p>一季度高瓴对阿里巴巴的持股环比增加66万多股，增幅21%，季末持有超过378万股，市值近3.9亿美元，在投资组合中的占比从四季度的5.81%升至6.86%。</p><p>这是在去年二季度建仓后高瓴连续第三个季度加仓拼多多和阿里。</p><p>华尔街见闻曾提到，去年一季度，高瓴清仓阿里巴巴和拼多多，二季度又抄底、再度建仓，分别买入189万股和139万股，三季度增持拼多多超过60万股，使拼多多持仓跻身前十，同时增持阿里将近35万股，阿里的持仓从第八位升至第八位。</p><p>值得一提的是，在上周景林资产公布的13F持仓报告中，头号重仓股就是拼多多，其一季度共持有423.9万股，市值3.22亿美元。在景林的十大重仓股中，中概股占六席，均有较强的互联网属性。</p><p>一季度贝壳是仅次于拼多多的高龄第二大增持个股，当季增持1018万股，持股数较去年四季度环比增长48%，季末市值超过5.88亿美元，在投资组合中占比10.43%。</p><p>一季度，作为新建仓的个股，华住刚被高瓴建仓305万股，就跻身十大重仓股行列，季末市值超过1.64亿美元，在投资组合中占比2.92%，成为仅次于拼多多和贝壳的一季度高瓴押注最多中概股。</p><p>数据显示今年一季度华住股价上涨15.46%，公开资料显示“五一”期间华住集团在全国的酒店平均预订率达90%，其中城际酒店Intercity Hotel、桔子水晶、漫心的平均预订率超过80%。</p><h2>新进<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a> 大幅减持京东、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a></h2><p>高瓴一季度共增持、新进了23只美股标的，同时根据市场变化对27只美股标的进行了减持调整。除中概股外，科技仍旧是HHLR的主要投资逻辑，除了赛富时、DoorDash依旧出现在十大重仓股外，HHLR在一季度还增持了<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>，新进了AMD。</p><p>中概股中，高瓴当季新进了两只中概股百度和理想汽车，其中买入百度将近40.6万股，季末市值超过6120万美元，在投资组合中占比0.83%；买入理想汽车超过104万股，季末市值超过2572万美元，在投资组合中占比0.46%。</p><p>高瓴一季度减持最多的个股是京东，当季持股较四季度减少超过422万股，降幅63%，季末持股降至近240万股，市值超过1.05亿美元，在投资组合中的占比从四季度的7.85%降至1.87%。上周五，景林也公布一季度减持京东。</p><p>一季度减持规模仅次于京东是唯品会。当季对唯品会的持股环比减少近1668万股，降幅87%，持股降至230万股，市值近3500万美元，在投资组合中的占比从四季度的5.47%降至0.62%，持仓排名从四季度的第五降至第23位。</p><p>新近报告显示，桥水、索罗斯等机构一季度也进行了较明显的调仓，桥水在一季度减持了先锋领航<a href=\"https://laohu8.com/S/EMHD.UK\">富时新兴市场ETF</a>，拼多多、<a href=\"https://laohu8.com/S/MDLZ\">亿滋</a>国际等标的；索罗斯基金截至一季度末增持31只股票，清仓89只股票，减持54只股票。</p></body></html>","source":"wallstreetcn_api","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>一季度高瓴HHLR再加码多只中概，拼多多成第二大重仓，华住晋升前十</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; 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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一季度高瓴HHLR再加码多只中概，拼多多成第二大重仓，华住晋升前十\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-16 07:19 北京时间 <a href=https://wallstreetcn.com/articles/3688806><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：一季度高瓴增持最多的是拼多多，持股较四季度增长266%，刚建仓华住酒店305万股就晋升十大重仓股之一，加仓阿里21%；一季度减持最多的是京东，持股减少63%，在十大重仓股中排名从第二降至第十；一季度新进百度、理想汽车；加仓美国科技股微软、亚马逊、AMD。美东时间5月15日周一，高瓴资本旗下专攻二级投资的基金管理机构HHLR Advisors公布13F文件，披露今年第一季度继续集中配置中概股，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3688806\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93cd21a94b4a0f66b8d7b7a1807a17ff","relate_stocks":{"LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","BK4563":"昨日强势股","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","MSFT":"微软","BK4548":"巴美列捷福持仓","BK4142":"酒店、度假村与豪华游轮","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","JD":"京东","LU0048580855.USD":"富达大中华区A","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL 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(C)"},"source_url":"https://wallstreetcn.com/articles/3688806","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2335848652","content_text":"摘要：一季度高瓴增持最多的是拼多多，持股较四季度增长266%，刚建仓华住酒店305万股就晋升十大重仓股之一，加仓阿里21%；一季度减持最多的是京东，持股减少63%，在十大重仓股中排名从第二降至第十；一季度新进百度、理想汽车；加仓美国科技股微软、亚马逊、AMD。美东时间5月15日周一，高瓴资本旗下专攻二级投资的基金管理机构HHLR Advisors公布13F文件，披露今年第一季度继续集中配置中概股，部分重仓的中概股排名提升。这份递交美国证监会的持仓文件显示，高瓴HHLR（下称“高瓴”）一季度的持仓市值规模较去年第四季度提升了近20%，一季度共对包括阿里巴巴、拼多多在内的九只中概股进行了增持与新进买入等操作。截至一季度末，高瓴的十大重仓股分别是：一、百济神州（BGNE）；二、拼多多（PDD）；三、贝壳找房（BEKE）；四、阿里巴巴（BABA）；五、云软件巨头赛富时（Salesforce、代码CRM）；六、“美版美团”DoorDash（DASH）；七、矿产和油气资源公司自由港麦克莫兰（Freeport-McMoRan、代码FCX）；八、传奇生物（LEGN）；九、华住酒店集团（HTHT）；京东（JD）。和去年第四季度一样，一季度高瓴十大重仓股中也有七只中概股。其中，百济神州的持仓依然排在第一位，贝壳和阿里的排名也保持不变，分别位居第三和第四，拼多多的排名从第八升至第二，四季度的第二大重仓股京东排名降至第十，传奇生物排名从第六降至第八，华住酒店是前十位中的新面孔，四季度排名第五的唯品会跌出前十。非中概股中，赛富时的持仓排名从第九升至第五，DoorDash的排名从第十升至第六，自由港麦克莫兰的排名持平四季度。继续加仓阿里、拼多多 拼多多持仓翻倍 刚建仓华住就晋升前十到今年一季度末，在高瓴的全部美股持仓中，中概股合计持有市值占比接近70%，占比持平去年四季度末。一季度高瓴增持最多的个股当属拼多多。当季大幅增持拼多多近774万股，较去年四季度持股数增长266%，持股总数增持1064万股，季末市值近8.08亿美元，由此成为高瓴第二大重仓股，在投资组合中的占比从四季度的5%升至14.32%。一季度高瓴对阿里巴巴的持股环比增加66万多股，增幅21%，季末持有超过378万股，市值近3.9亿美元，在投资组合中的占比从四季度的5.81%升至6.86%。这是在去年二季度建仓后高瓴连续第三个季度加仓拼多多和阿里。华尔街见闻曾提到，去年一季度，高瓴清仓阿里巴巴和拼多多，二季度又抄底、再度建仓，分别买入189万股和139万股，三季度增持拼多多超过60万股，使拼多多持仓跻身前十，同时增持阿里将近35万股，阿里的持仓从第八位升至第八位。值得一提的是，在上周景林资产公布的13F持仓报告中，头号重仓股就是拼多多，其一季度共持有423.9万股，市值3.22亿美元。在景林的十大重仓股中，中概股占六席，均有较强的互联网属性。一季度贝壳是仅次于拼多多的高龄第二大增持个股，当季增持1018万股，持股数较去年四季度环比增长48%，季末市值超过5.88亿美元，在投资组合中占比10.43%。一季度，作为新建仓的个股，华住刚被高瓴建仓305万股，就跻身十大重仓股行列，季末市值超过1.64亿美元，在投资组合中占比2.92%，成为仅次于拼多多和贝壳的一季度高瓴押注最多中概股。数据显示今年一季度华住股价上涨15.46%，公开资料显示“五一”期间华住集团在全国的酒店平均预订率达90%，其中城际酒店Intercity Hotel、桔子水晶、漫心的平均预订率超过80%。新进百度、理想汽车 大幅减持京东、唯品会高瓴一季度共增持、新进了23只美股标的，同时根据市场变化对27只美股标的进行了减持调整。除中概股外，科技仍旧是HHLR的主要投资逻辑，除了赛富时、DoorDash依旧出现在十大重仓股外，HHLR在一季度还增持了微软、亚马逊，新进了AMD。中概股中，高瓴当季新进了两只中概股百度和理想汽车，其中买入百度将近40.6万股，季末市值超过6120万美元，在投资组合中占比0.83%；买入理想汽车超过104万股，季末市值超过2572万美元，在投资组合中占比0.46%。高瓴一季度减持最多的个股是京东，当季持股较四季度减少超过422万股，降幅63%，季末持股降至近240万股，市值超过1.05亿美元，在投资组合中的占比从四季度的7.85%降至1.87%。上周五，景林也公布一季度减持京东。一季度减持规模仅次于京东是唯品会。当季对唯品会的持股环比减少近1668万股，降幅87%，持股降至230万股，市值近3500万美元，在投资组合中的占比从四季度的5.47%降至0.62%，持仓排名从四季度的第五降至第23位。新近报告显示，桥水、索罗斯等机构一季度也进行了较明显的调仓，桥水在一季度减持了先锋领航富时新兴市场ETF，拼多多、亿滋国际等标的；索罗斯基金截至一季度末增持31只股票，清仓89只股票，减持54只股票。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}