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SincerityYi

IP属地：北京

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- SincerityYiSincerityYi
  ·02-11
  $奥罗拉大麻公司(ACB)$ 能空了吧
  1,018 评论
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- SincerityYiSincerityYi
  ·2024-04-10
  $SNDL Inc.(SNDL)$ 赶紧跑
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- SincerityYiSincerityYi
  ·2023-08-19
  我看差不多该跌了
  @o_n：
  $SNDL Inc.(SNDL)$ 能涨多久
  $SNDL Inc.(SNDL)$ 能涨多久
  1,988 评论
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- SincerityYiSincerityYi
  ·2022-11-17
  2023
  阿里巴巴第二财季营收2071.8亿元，淘宝、天猫GMV同比下降
  2023财年第二财季净亏损205.61亿元，市场预期净盈利196.92亿元。
  阿里巴巴第二财季营收2071.8亿元，淘宝、天猫GMV同比下降
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- SincerityYiSincerityYi
  ·2022-10-26
  $Sundial Growers Inc.(SNDL)$赶紧跑
  2,504 评论
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- SincerityYiSincerityYi
  ·2022-04-04
  $Sundial Growers Inc.(SNDL)$我感觉在发财报之前做空都是对的
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- SincerityYiSincerityYi
  ·2022-04-01
  $Sundial Growers Inc.(SNDL)$还是继续做空吧[捂脸]
  3,732 评论
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- SincerityYiSincerityYi
  ·2022-03-30
  $Sundial Growers Inc.(SNDL)$历史规律老看，应该会跌，这次有财报，不知道会有不同吗
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- SincerityYiSincerityYi
  ·2022-03-25
  $Sundial Growers Inc.(SNDL)$我赌这波不会过0.96
  2,997 评论
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- SincerityYiSincerityYi
  ·2022-03-25
  $Sundial Growers Inc.(SNDL)$感觉可以空了呢[开心]
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19:18","market":"us","language":"zh","title":"阿里巴巴第二财季营收2071.8亿元，淘宝、天猫GMV同比下降","url":"https://stock-news.laohu8.com/highlight/detail?id=1173086051","media":"老虎资讯综合","summary":"2023财年第二财季净亏损205.61亿元，市场预期净盈利196.92亿元。","content":"<html><head></head><body><p>11月17日周四，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>开盘跌约3%，后快速拉升并持续走高，截至发稿涨超5%。阿里2023财年第二财季营收虽不及预期，但Non-GAAP净利润同比增长19%至338.2亿元，且公司宣布将回购计划增加150亿美元。</p><p><img src=\"https://static.tigerbbs.com/2bd4b706db8cc447d88a851b35a09c41\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>今日，阿里巴巴发布2023财年第二财季业绩报告（<b>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</b>）。</p><p>2023财年第二财季营收2071.8亿元，市场预期2086.16亿元，去年同期2006.9亿元。</p><p>2023财年第二财季净亏损224.67亿元，去年同期净盈利33.77亿元。</p><p>2023财年第二财季归属于普通股股东的净亏损为205.61亿元，市场预期净盈利196.92亿元，去年同期净盈利53.67亿元。</p><p>阿里巴巴：<b>第二财季亏损主要是由于我们在上市公司股权投资的市场价格下降，导致净亏损增加，以及应占权益法被投资方的业绩减少，部分被调整后EBITA的增加所抵消。</b></p><p>不按美国通用会计准则（non-GAAP），净利润为338.20亿元（约合47.54亿美元），与上年同期的285.24亿元相比增长19%。</p><p><img src=\"https://static.tigerbbs.com/1f3935dd92f8ee8886da2ec58e77889a\" tg-width=\"829\" tg-height=\"536\" referrerpolicy=\"no-referrer\"/></p><p><b>业务发展</b></p><p>第二财季云业务收入207.6亿元，市场预估211.1亿元。</p><p>第二财季来自中国零售商业的收入为1312.22亿元，相较2021年同期下降1%。第二财季国际零售商业收入为107.38亿元，相较2021年同期增长3%。</p><p><img src=\"https://static.tigerbbs.com/7a637453224428e5ab6542b77bb3e670\" tg-width=\"841\" tg-height=\"325\" referrerpolicy=\"no-referrer\"/></p><p>第二财季直营及其他收入同比增长6%至647.25亿元，主要受惠于盒马收入的强劲增长，其线上订单收入占比保持在超过65%的高水平。</p><p>第二财季本地生活服务整体订单量同比增长5%，主要由于高德录得强劲的订单增长。受到饿了么业务运营改善所带动下，分部亏损持续收窄。</p><p>截至2022年9月30日止三个月，来自创新业务及其他分部的收入为人民币4.09亿元（5700万美元），相较2021年同期的人民币7.38亿元下滑45%。</p><p>于2022年9月30日止季度，抵销跨分部交易前，菜鸟本季度营业收入同比增长26%至182.82亿元，外部收入占比进一步提升至73%。通过持续建设高质量的产业互联网，做全球化的长期主义者，菜鸟已经成为物流和供应链市场中重要的优质服务提供方，获得了更广泛的市场认可。</p><p><img src=\"https://static.tigerbbs.com/718f80cadea565e8aff202884a3e9ddc\" tg-width=\"807\" tg-height=\"508\" referrerpolicy=\"no-referrer\"/></p><p>截至2022年9月30日止三个月，来自数字媒体及娱乐分部的收入为人民币83.92亿元（11.79亿美元），相较2021年同期的人民币80.81亿元增长4%，主要原因是阿里巴巴影业和优酷的收入增加，这部分被网络游戏业务收入的减少所抵消。</p><p>截至2022年9月30日止季度，<b>淘宝和天猫的线上实物商品GMV（剔除未支付订单）同比录得低单位数下降，主要由于消费需求减少、新冠肺炎疫情反复和竞争持续所影响。</b></p><p>截至2022年9月30日止的12个月，在淘宝和天猫消费超过人民币10,000元的消费者数维持在约1.24亿，并有98%的留存率。</p><p>淘特一直帮助越来越多工厂在淘宝和淘特上直接向消费者（M2C）销售，在9月份季度，M2C商品产生的支付GMV同比增长超过60%。本季度，淘特通过优化用户获取的投入，使其亏损同比大幅收窄。</p><p><b>股份回购</b></p><p>阿里巴巴集团宣布，<b>已获董事会授权将现有的股份回购计划另外增加150亿美元，并将有效期延长至2025年3月底前。</b>于2022年9月30日止季度，根据股份回购计划，阿里巴巴以约21亿美元回购了约2430万股美国存托股（相当于约1.947亿股普通股）。截至2022年11月16日，在现行250亿美元回购计划下，阿里巴巴已回购了约180亿美元的股份。</p><p><b>不会按原计划在2022年底完成香港主要上市</b></p><p>阿里巴巴在正式完成转换香港主要上市之前，还需要制定并向股东提交审批一份新的员工持股计划。考虑到上述情况，将不会按原计划在2022年底完成主要上市。</p><p><img src=\"https://static.tigerbbs.com/678359cd735ca67b57a6d9bea126ffba\" tg-width=\"550\" tg-height=\"358\" 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>阿里巴巴第二财季营收2071.8亿元，淘宝、天猫GMV同比下降</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阿里巴巴第二财季营收2071.8亿元，淘宝、天猫GMV同比下降\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\">2022-11-17 19:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月17日周四，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>开盘跌约3%，后快速拉升并持续走高，截至发稿涨超5%。阿里2023财年第二财季营收虽不及预期，但Non-GAAP净利润同比增长19%至338.2亿元，且公司宣布将回购计划增加150亿美元。</p><p><img src=\"https://static.tigerbbs.com/2bd4b706db8cc447d88a851b35a09c41\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>今日，阿里巴巴发布2023财年第二财季业绩报告（<b>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</b>）。</p><p>2023财年第二财季营收2071.8亿元，市场预期2086.16亿元，去年同期2006.9亿元。</p><p>2023财年第二财季净亏损224.67亿元，去年同期净盈利33.77亿元。</p><p>2023财年第二财季归属于普通股股东的净亏损为205.61亿元，市场预期净盈利196.92亿元，去年同期净盈利53.67亿元。</p><p>阿里巴巴：<b>第二财季亏损主要是由于我们在上市公司股权投资的市场价格下降，导致净亏损增加，以及应占权益法被投资方的业绩减少，部分被调整后EBITA的增加所抵消。</b></p><p>不按美国通用会计准则（non-GAAP），净利润为338.20亿元（约合47.54亿美元），与上年同期的285.24亿元相比增长19%。</p><p><img src=\"https://static.tigerbbs.com/1f3935dd92f8ee8886da2ec58e77889a\" tg-width=\"829\" tg-height=\"536\" referrerpolicy=\"no-referrer\"/></p><p><b>业务发展</b></p><p>第二财季云业务收入207.6亿元，市场预估211.1亿元。</p><p>第二财季来自中国零售商业的收入为1312.22亿元，相较2021年同期下降1%。第二财季国际零售商业收入为107.38亿元，相较2021年同期增长3%。</p><p><img src=\"https://static.tigerbbs.com/7a637453224428e5ab6542b77bb3e670\" tg-width=\"841\" tg-height=\"325\" referrerpolicy=\"no-referrer\"/></p><p>第二财季直营及其他收入同比增长6%至647.25亿元，主要受惠于盒马收入的强劲增长，其线上订单收入占比保持在超过65%的高水平。</p><p>第二财季本地生活服务整体订单量同比增长5%，主要由于高德录得强劲的订单增长。受到饿了么业务运营改善所带动下，分部亏损持续收窄。</p><p>截至2022年9月30日止三个月，来自创新业务及其他分部的收入为人民币4.09亿元（5700万美元），相较2021年同期的人民币7.38亿元下滑45%。</p><p>于2022年9月30日止季度，抵销跨分部交易前，菜鸟本季度营业收入同比增长26%至182.82亿元，外部收入占比进一步提升至73%。通过持续建设高质量的产业互联网，做全球化的长期主义者，菜鸟已经成为物流和供应链市场中重要的优质服务提供方，获得了更广泛的市场认可。</p><p><img src=\"https://static.tigerbbs.com/718f80cadea565e8aff202884a3e9ddc\" tg-width=\"807\" tg-height=\"508\" referrerpolicy=\"no-referrer\"/></p><p>截至2022年9月30日止三个月，来自数字媒体及娱乐分部的收入为人民币83.92亿元（11.79亿美元），相较2021年同期的人民币80.81亿元增长4%，主要原因是阿里巴巴影业和优酷的收入增加，这部分被网络游戏业务收入的减少所抵消。</p><p>截至2022年9月30日止季度，<b>淘宝和天猫的线上实物商品GMV（剔除未支付订单）同比录得低单位数下降，主要由于消费需求减少、新冠肺炎疫情反复和竞争持续所影响。</b></p><p>截至2022年9月30日止的12个月，在淘宝和天猫消费超过人民币10,000元的消费者数维持在约1.24亿，并有98%的留存率。</p><p>淘特一直帮助越来越多工厂在淘宝和淘特上直接向消费者（M2C）销售，在9月份季度，M2C商品产生的支付GMV同比增长超过60%。本季度，淘特通过优化用户获取的投入，使其亏损同比大幅收窄。</p><p><b>股份回购</b></p><p>阿里巴巴集团宣布，<b>已获董事会授权将现有的股份回购计划另外增加150亿美元，并将有效期延长至2025年3月底前。</b>于2022年9月30日止季度，根据股份回购计划，阿里巴巴以约21亿美元回购了约2430万股美国存托股（相当于约1.947亿股普通股）。截至2022年11月16日，在现行250亿美元回购计划下，阿里巴巴已回购了约180亿美元的股份。</p><p><b>不会按原计划在2022年底完成香港主要上市</b></p><p>阿里巴巴在正式完成转换香港主要上市之前，还需要制定并向股东提交审批一份新的员工持股计划。考虑到上述情况，将不会按原计划在2022年底完成主要上市。</p><p><img src=\"https://static.tigerbbs.com/678359cd735ca67b57a6d9bea126ffba\" tg-width=\"550\" tg-height=\"358\" 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":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173086051","content_text":"11月17日周四，阿里巴巴开盘跌约3%，后快速拉升并持续走高，截至发稿涨超5%。阿里2023财年第二财季营收虽不及预期，但Non-GAAP净利润同比增长19%至338.2亿元，且公司宣布将回购计划增加150亿美元。今日，阿里巴巴发布2023财年第二财季业绩报告（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）。2023财年第二财季营收2071.8亿元，市场预期2086.16亿元，去年同期2006.9亿元。2023财年第二财季净亏损224.67亿元，去年同期净盈利33.77亿元。2023财年第二财季归属于普通股股东的净亏损为205.61亿元，市场预期净盈利196.92亿元，去年同期净盈利53.67亿元。阿里巴巴：第二财季亏损主要是由于我们在上市公司股权投资的市场价格下降，导致净亏损增加，以及应占权益法被投资方的业绩减少，部分被调整后EBITA的增加所抵消。不按美国通用会计准则（non-GAAP），净利润为338.20亿元（约合47.54亿美元），与上年同期的285.24亿元相比增长19%。业务发展第二财季云业务收入207.6亿元，市场预估211.1亿元。第二财季来自中国零售商业的收入为1312.22亿元，相较2021年同期下降1%。第二财季国际零售商业收入为107.38亿元，相较2021年同期增长3%。第二财季直营及其他收入同比增长6%至647.25亿元，主要受惠于盒马收入的强劲增长，其线上订单收入占比保持在超过65%的高水平。第二财季本地生活服务整体订单量同比增长5%，主要由于高德录得强劲的订单增长。受到饿了么业务运营改善所带动下，分部亏损持续收窄。截至2022年9月30日止三个月，来自创新业务及其他分部的收入为人民币4.09亿元（5700万美元），相较2021年同期的人民币7.38亿元下滑45%。于2022年9月30日止季度，抵销跨分部交易前，菜鸟本季度营业收入同比增长26%至182.82亿元，外部收入占比进一步提升至73%。通过持续建设高质量的产业互联网，做全球化的长期主义者，菜鸟已经成为物流和供应链市场中重要的优质服务提供方，获得了更广泛的市场认可。截至2022年9月30日止三个月，来自数字媒体及娱乐分部的收入为人民币83.92亿元（11.79亿美元），相较2021年同期的人民币80.81亿元增长4%，主要原因是阿里巴巴影业和优酷的收入增加，这部分被网络游戏业务收入的减少所抵消。截至2022年9月30日止季度，淘宝和天猫的线上实物商品GMV（剔除未支付订单）同比录得低单位数下降，主要由于消费需求减少、新冠肺炎疫情反复和竞争持续所影响。截至2022年9月30日止的12个月，在淘宝和天猫消费超过人民币10,000元的消费者数维持在约1.24亿，并有98%的留存率。淘特一直帮助越来越多工厂在淘宝和淘特上直接向消费者（M2C）销售，在9月份季度，M2C商品产生的支付GMV同比增长超过60%。本季度，淘特通过优化用户获取的投入，使其亏损同比大幅收窄。股份回购阿里巴巴集团宣布，已获董事会授权将现有的股份回购计划另外增加150亿美元，并将有效期延长至2025年3月底前。于2022年9月30日止季度，根据股份回购计划，阿里巴巴以约21亿美元回购了约2430万股美国存托股（相当于约1.947亿股普通股）。截至2022年11月16日，在现行250亿美元回购计划下，阿里巴巴已回购了约180亿美元的股份。不会按原计划在2022年底完成香港主要上市阿里巴巴在正式完成转换香港主要上市之前，还需要制定并向股东提交审批一份新的员工持股计划。考虑到上述情况，将不会按原计划在2022年底完成主要上市。","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":665003538,"gmtCreate":1666796042524,"gmtModify":1666801319805,"author":{"id":"3484128359498447","authorId":"3484128359498447","name":"SincerityYi","avatar":"https://static.tigerbbs.com/7a6a7fd716bd063042a8940146d2e8f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484128359498447","authorIdStr":"3484128359498447"},"themes":[],"htmlText":"<a 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