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dm007
dm007
·
06-16 18:32
$阿里巴巴(BABA)$
不是上周有分红吗 怎么没收到?
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dm007
dm007
·
2022-08-22
$AMC院线(AMC)$
发生了啥事儿
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dm007
dm007
·
2022-03-19
又一个马后炮
阿里巴巴的底已经被触及到了
3月15日是阿里巴巴上市以来最惨的一刻,当日阿里巴巴股价跌到了73.28美元,这是阿里巴巴上市以来的最低价了,阿里巴巴2014年上市发行价68美元/股,当日开盘价格92.7美元,而昨天阿里巴巴的股价已经触及到了阿里巴巴的发行价,等于触及了阿里巴巴的灵魂。
阿里巴巴的底已经被触及到了
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dm007
dm007
·
2022-03-18
$YANG 20220414 26.0 PUT$
嗯
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dm007
dm007
·
2022-03-16
$YANG 20220414 26.0 PUT$
回点血
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dm007
dm007
·
2022-03-10
$美团-W(03690)$
完蛋
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dm007
dm007
·
2022-03-09
$恒生指数(HSI)$
20000点见
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dm007
dm007
·
2022-03-07
崩盘了
腾讯控股跌近4%,再度失守400港元关口
3月7日讯,腾讯控股跌近4%,再度失守400港元关口,创2020年5月以来新低。
腾讯控股跌近4%,再度失守400港元关口
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dm007
dm007
·
2022-03-06
$腾讯控股ADR(TCEHY)$
盘后什么情况?
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dm007
dm007
·
2022-03-03
$特斯拉(TSLA)$
当
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08:02","market":"hk","language":"zh","title":"阿里巴巴的底已经被触及到了","url":"https://stock-news.laohu8.com/highlight/detail?id=2220740793","media":"菩老投资","summary":"3月15日是阿里巴巴上市以来最惨的一刻,当日阿里巴巴股价跌到了73.28美元,这是阿里巴巴上市以来的最低价了,阿里巴巴2014年上市发行价68美元/股,当日开盘价格92.7美元,而昨天阿里巴巴的股价已经触及到了阿里巴巴的发行价,等于触及了阿里巴巴的灵魂。","content":"<html><body><div>\n<p> 3月15日是<span><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></span><span></span>上市以来最惨的一刻,当日<span target=\"_blank\" web=\"1\">阿里巴巴</span>股价跌到了73.28美元,这是<span target=\"_blank\" web=\"1\">阿里巴巴</span>上市以来的最低价了,阿里巴巴2014年上市发行价68美元/股,当日开盘价格92.7美元,而昨天阿里巴巴的股价已经触及到了阿里巴巴的发行价,等于触及了阿里巴巴的灵魂。阿里巴巴上市后唯一一次跌破发行价是在2015年的熊市的时候,当年阿里巴巴股价最低跌到了57.2美元,当时如果认识到的话,那么阿里巴巴后来的暴牛就真的投资上非常舒服了。</p>\n<center><img src=\"https://dfscdn.dfcfw.com/download/D24852043572738323673_w640h288.jpg\" width=\"580\"/></center><p> 阿里巴巴从2014年上市到现在,经营<span>业绩</span>增长了14倍,经营<span>净利润</span>增长了3倍,但是股价却要跌回出发点了,对于一家巨无霸的互联网公司来说,一个护城河很宽的互联网电商来说,这个股价走势确实非常的伤,但是侧面也反映了,阿里巴巴的低估。</p>\n<p> 阿里巴巴的净利润提升非常快</p>\n<center><img src=\"https://dfscdn.dfcfw.com/download/D25412542226531863436_w640h205.jpg\" width=\"580\"/></center><p> 阿里巴巴净利润从2017年3月的436.75亿直接飙升到了2020年的1494.33亿,仅仅只用了3年的时间,所以你可以发现互联网不是不想赚钱,一旦想赚钱,赚钱的速度可以快到难以想象,这就是为何互联网公司一直受到投资青睐的根源,根源就是赚钱太容易,而且可以做到非常快速,毕竟是平台型经济,全国14亿人,只要没人多出100块,就是1400亿的净利润,而100块对于大多数人来说都是小钱,这就是阿里巴巴未来的投资潜力。</p>\n<p> 阿里巴巴12.8亿用户数,保证了未来的业绩</p>\n<p> 阿里巴巴生态体系的全球年度活跃消费者截至 2021 年 12 月 31 日止 12 个月期间达到约12.80 亿,较截至 2021 年 9 月 30 日止 12 个月增加约 4,300 万。其中 9.79 亿消费者来自中国市场,以及 3.01 亿消费者来自海外,单季净增加分别超过 2,600 万及 1,600 万。</p>\n<p> 12.8亿的阿里巴巴用户总体是一个非常可观的数字,因为12.8亿用户,只要每个用户给阿里巴巴贡献100元,那么阿里巴巴的利润就可以提升1280亿,这对于阿里巴巴来说真的是一个巨大的无形资产。</p>\n<center><img src=\"https://dfscdn.dfcfw.com/download/D25066376689613038487_w640h334.jpg\" width=\"580\"/></center><p> 可以发现阿里巴巴活跃用户数据达到了8亿,跟<span><a href=\"https://laohu8.com/S/PDD\">拼多多</a></span><span></span>是有的拼的,巨量的活跃用户数,可以给电商带来巨量的潜在利润来源。</p>\n<p> 阿里巴巴虽然短期遭遇了困难,但是也跌出了价值</p>\n<center><img src=\"https://dfscdn.dfcfw.com/download/D25062228554201734115_w640h299.jpg\" width=\"580\"/></center><p> 阿里巴巴市净率已经从高峰的5.05降到了现在的1.39,目前市值已经跟净资产相差无几了,未来如果持续继续走跌的话,阿里巴巴很可能变成类似<span>银行</span><span></span>股一样的破净,这是一个完全无法想象的情况,对于一家超级大型的互联网公司,居然要破净,反正我是不相信,我现在只认阿里巴巴的投资价值了。</p>\n<p> 阿里巴巴的ROE提升了</p>\n<center><img src=\"https://dfscdn.dfcfw.com/download/D25156711364345711852_w640h300.jpg\" width=\"580\"/></center><p> 很多人一直关注阿里巴巴的PE下滑了,但是阿里巴巴2021年的PE实际是不准的,因为阿里巴巴被罚了180亿,这180亿的影响必然会带来市盈率的下滑,同时为了避锋芒,阿里巴巴也进行了大规模的计提,这种藏利润的情况下,阿里巴巴的市盈率已经不准了,所以需要去看其他的盈利指标,比如ROE。</p>\n<p> 根据测算2021年阿里的ROE将达到17.6%,ROE相对于2020年已经提升了,说明2021年阿里巴巴的经营情况实际是转好的。</p>\n<p> 阿里巴巴的底已经触及,低估也是明显</p>\n<p> 很多人怀疑芒格的能力,认为芒格已经老了,实际只是投资者自己的能力不行了,阿里巴巴目前的价值是显而易见的。</p><p>(文章来源:菩老投资)</p>\n</div></body></html>","source":"eastmoney_highlight","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 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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阿里巴巴的底已经被触及到了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-18 08:02 北京时间 <a href=http://hk.eastmoney.com/a/202203182314579317_0.html><strong>菩老投资</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月15日是阿里巴巴上市以来最惨的一刻,当日阿里巴巴股价跌到了73.28美元,这是阿里巴巴上市以来的最低价了,阿里巴巴2014年上市发行价68美元/股,当日开盘价格92.7美元,而昨天阿里巴巴的股价已经触及到了阿里巴巴的发行价,等于触及了阿里巴巴的灵魂。阿里巴巴上市后唯一一次跌破发行价是在2015年的熊市的时候,当年阿里巴巴股价最低跌到了57.2美元,当时如果认识到的话,那么阿里巴巴后来的暴牛就...</p>\n\n<a href=\"http://hk.eastmoney.com/a/202203182314579317_0.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com///dfscdn.dfcfw.com/download/D24991352156456913296_w210h154.jpg?op=imageView2&mode=2&width=256&height=256&quality=70&format=png","relate_stocks":{"BK4538":"云计算","BK4527":"明星科技股","BK4579":"人工智能","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4502":"阿里概念","BK4505":"高瓴资本持仓","BK4524":"宅经济概念","09988":"阿里巴巴-W","BABA":"阿里巴巴","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4554":"元宇宙及AR概念","BK4565":"NFT概念","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4558":"双十一","BK4535":"淡马锡持仓"},"source_url":"http://hk.eastmoney.com/a/202203182314579317_0.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220740793","content_text":"3月15日是阿里巴巴上市以来最惨的一刻,当日阿里巴巴股价跌到了73.28美元,这是阿里巴巴上市以来的最低价了,阿里巴巴2014年上市发行价68美元/股,当日开盘价格92.7美元,而昨天阿里巴巴的股价已经触及到了阿里巴巴的发行价,等于触及了阿里巴巴的灵魂。阿里巴巴上市后唯一一次跌破发行价是在2015年的熊市的时候,当年阿里巴巴股价最低跌到了57.2美元,当时如果认识到的话,那么阿里巴巴后来的暴牛就真的投资上非常舒服了。\n 阿里巴巴从2014年上市到现在,经营业绩增长了14倍,经营净利润增长了3倍,但是股价却要跌回出发点了,对于一家巨无霸的互联网公司来说,一个护城河很宽的互联网电商来说,这个股价走势确实非常的伤,但是侧面也反映了,阿里巴巴的低估。\n 阿里巴巴的净利润提升非常快\n 阿里巴巴净利润从2017年3月的436.75亿直接飙升到了2020年的1494.33亿,仅仅只用了3年的时间,所以你可以发现互联网不是不想赚钱,一旦想赚钱,赚钱的速度可以快到难以想象,这就是为何互联网公司一直受到投资青睐的根源,根源就是赚钱太容易,而且可以做到非常快速,毕竟是平台型经济,全国14亿人,只要没人多出100块,就是1400亿的净利润,而100块对于大多数人来说都是小钱,这就是阿里巴巴未来的投资潜力。\n 阿里巴巴12.8亿用户数,保证了未来的业绩\n 阿里巴巴生态体系的全球年度活跃消费者截至 2021 年 12 月 31 日止 12 个月期间达到约12.80 亿,较截至 2021 年 9 月 30 日止 12 个月增加约 4,300 万。其中 9.79 亿消费者来自中国市场,以及 3.01 亿消费者来自海外,单季净增加分别超过 2,600 万及 1,600 万。\n 12.8亿的阿里巴巴用户总体是一个非常可观的数字,因为12.8亿用户,只要每个用户给阿里巴巴贡献100元,那么阿里巴巴的利润就可以提升1280亿,这对于阿里巴巴来说真的是一个巨大的无形资产。\n 可以发现阿里巴巴活跃用户数据达到了8亿,跟拼多多是有的拼的,巨量的活跃用户数,可以给电商带来巨量的潜在利润来源。\n 阿里巴巴虽然短期遭遇了困难,但是也跌出了价值\n 阿里巴巴市净率已经从高峰的5.05降到了现在的1.39,目前市值已经跟净资产相差无几了,未来如果持续继续走跌的话,阿里巴巴很可能变成类似银行股一样的破净,这是一个完全无法想象的情况,对于一家超级大型的互联网公司,居然要破净,反正我是不相信,我现在只认阿里巴巴的投资价值了。\n 阿里巴巴的ROE提升了\n 很多人一直关注阿里巴巴的PE下滑了,但是阿里巴巴2021年的PE实际是不准的,因为阿里巴巴被罚了180亿,这180亿的影响必然会带来市盈率的下滑,同时为了避锋芒,阿里巴巴也进行了大规模的计提,这种藏利润的情况下,阿里巴巴的市盈率已经不准了,所以需要去看其他的盈利指标,比如ROE。\n 根据测算2021年阿里的ROE将达到17.6%,ROE相对于2020年已经提升了,说明2021年阿里巴巴的经营情况实际是转好的。\n 阿里巴巴的底已经触及,低估也是明显\n 很多人怀疑芒格的能力,认为芒格已经老了,实际只是投资者自己的能力不行了,阿里巴巴目前的价值是显而易见的。(文章来源:菩老投资)","news_type":1,"symbols_score_info":{"09988":0.6,"BABA":1,"QNETCN":0.6}},"isVote":1,"tweetType":1,"viewCount":3146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634465108,"gmtCreate":1647613629863,"gmtModify":1647613629863,"author":{"id":"3572227539531130","authorId":"3572227539531130","name":"dm007","avatar":"https://static.tigerbbs.com/cc2c48f2f482d73ec067850e1489f583","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572227539531130","authorIdStr":"3572227539531130"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/YANG 20220414 26.0 PUT\">$YANG 20220414 26.0 PUT$ </a>嗯","listText":"<a 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09:45","market":"other","language":"zh","title":"腾讯控股跌近4%,再度失守400港元关口","url":"https://stock-news.laohu8.com/highlight/detail?id=1157318785","media":"老虎资讯综合","summary":"3月7日讯,腾讯控股跌近4%,再度失守400港元关口,创2020年5月以来新低。","content":"<p>3月7日讯,腾讯控股跌近4%,再度失守400港元关口,创2020年5月以来新低。<img src=\"https://static.tigerbbs.com/c516dc94a07636a7120928cccc7bc6d8\" tg-width=\"840\" tg-height=\"470\" 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>腾讯控股跌近4%,再度失守400港元关口</title>\n<style 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src=\"https://static.tigerbbs.com/c516dc94a07636a7120928cccc7bc6d8\" tg-width=\"840\" tg-height=\"470\" 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