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- dm007dm007
  ·01-08 19:23
  5700亿哪来的数据？
  不装了！阿里2026新目标：砸钱让淘宝闪购当一哥
  1月8日，阿里扔出了个重磅消息：淘宝闪购2026年要坚定加大投入，首要目标是份额增长，最终要拿下市场绝对第一的位置。最早是京东先下场，紧接着美团、淘宝闪购跟着卷，最后直接变成一场烧钱大战。2025年三季度，阿里、京东的净利润直接腰斩，美团更惨，亏出了上市以来的最大单季亏损。而且美团为了守地盘，之前也付出了惨痛代价，2025年三季度净亏损高达186亿元，创下上市以来单季度最大亏损。
  不装了！阿里2026新目标：砸钱让淘宝闪购当一哥
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- dm007dm007
  ·2025-12-18
  $阿里巴巴(BABA)$ 卧槽？？？
  453 1
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- dm007dm007
  ·2025-07-10
  $阿里巴巴(BABA)$ 美股分红为啥还没到账？
  3,728 4
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- dm007dm007
  ·2025-06-16
  $阿里巴巴(BABA)$ 不是上周有分红吗怎么没收到？
  1,900 评论
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- dm007dm007
  ·2022-08-22
  $AMC院线(AMC)$发生了啥事儿
  3,313 评论
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- dm007dm007
  ·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
  4,837 评论
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- dm007dm007
  ·2022-03-18
  $YANG 20220414 26.0 PUT$ 嗯
  6,308 1
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- dm007dm007
  ·2022-03-16
  $YANG 20220414 26.0 PUT$ 回点血
  4,971 评论
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- dm007dm007
  ·2022-03-10
  $美团-W(03690)$完蛋
  3,742 评论
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- dm007dm007
  ·2022-03-09
  $恒生指数(HSI)$20000点见
  3,684 评论
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16:22","market":"us","language":"zh","title":"不装了！阿里2026新目标：砸钱让淘宝闪购当一哥","url":"https://stock-news.laohu8.com/highlight/detail?id=2601351494","media":"雷科技","summary":"1月8日，阿里扔出了个重磅消息：淘宝闪购2026年要坚定加大投入，首要目标是份额增长，最终要拿下市场绝对第一的位置。最早是京东先下场，紧接着美团、淘宝闪购跟着卷，最后直接变成一场烧钱大战。2025年三季度，阿里、京东的净利润直接腰斩，美团更惨，亏出了上市以来的最大单季亏损。而且美团为了守地盘，之前也付出了惨痛代价，2025年三季度净亏损高达186亿元，创下上市以来单季度最大亏损。","content":"<p>1月8日，<a href=\"https://laohu8.com/S/BABA\">阿里</a>扔出了个重磅消息：<strong>淘宝闪购2026年要坚定加大投入，首要目标是份额增长，最终要拿下市场绝对第一的位置。</strong></p><p>这消息一出，小雷脑子里都有画面了：一边是钱哗哗流动的声音，另一边是<a href=\"https://laohu8.com/S/MPNGY\">美团</a>、京东们开始倒吸凉气了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccb05ee17aebd9c65076c0b76af9c828\" tg-width=\"2277\" tg-height=\"1280\"></p><p>但要说<a href=\"https://laohu8.com/S/09988\">阿里</a>敢喊出这种狠话，真不是随口吹牛。回头看2025年的即时零售赛道，那叫一个惨烈，三方杀红了眼。</p><p>最早是<a href=\"https://laohu8.com/S/JD\">京东</a>先下场，紧接着<a href=\"https://laohu8.com/S/03690\">美团</a>、淘宝闪购跟着卷，最后直接变成一场烧钱大战。在去年7月最激励的时候，有测算说，<strong>美团和淘宝闪购两家加起来一天就能亏超10亿；</strong><a href=\"https://laohu8.com/S/GS\">高盛</a>更直接预测，这几家平台一年下来可能要烧掉近千亿。</p><p>当然烧钱的代价很快就显现出来了。<strong>2025年三季度，阿里、京东的净利润直接腰斩，美团更惨，亏出了上市以来的最大单季亏损。</strong>三家的现金流都受了不小影响，连线下实体店都被这场价格战波及，最后行业还因为恶性竞争被约谈了好几次。</p><p><strong>但即便如此，阿里作为互联网圈的“现金王”，到了季度末手里还有5700多亿现金，或许这就是它敢喊出“拿下市场绝对第一”的底气。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a73fa8c0d34b6765cb9239344867526\" tg-width=\"3992\" tg-height=\"2398\"></p><p>可能有人会问，淘宝闪购凭什么突然有这么大底气？其实看它2025年四季度的表现就知道了。</p><p>根据Q4前瞻纪要，去年四季度淘宝闪购的增长势头一直很猛，非餐即时零售业务推进得飞快，更关键的是，它的亏损收敛速度比竞争对手还快。尤其是12月那个季度的亮眼表现，直接让阿里下定决心要加码投入。</p><p>小雷看来，这背后有两个关键原因：</p><p><strong>一是业务结构在变好，</strong>现在高客单价订单占比越来越高，非茶饮类订单已经占到75%以上，这意味着它不再只靠低价补贴赚吆喝，而是往更健康的增长模式走。</p><p><strong>二是行业大环境给了机会，</strong>根据商务部研究院预测，2026年中国即时零售规模会突破1万亿元，到2030年更是能达到2万亿元。这么大的蛋糕，谁都想分最大的一块。</p><p><strong>现在阿里明确2026年的战略就是份额增长，坚定加大投入。用阿里中国电商事业群CEO蒋凡的话说，就是“不能抛开规模谈效率”。意思很明白：现阶段别跟我谈赚钱，先把地盘圈起来再说。</strong></p><p>现在的即时零售赛道，早就不是一家独大的局面了。之前有数据显示，美团目前还占据着42%的市场份额，是行业老大哥，而淘宝闪购的份额大概在30%左右，京东则不足10%。而且美团为了守地盘，之前也付出了惨痛代价，2025年三季度净亏损高达186亿元，创下上市以来单季度最大亏损。</p><p>到了2025年冬天，行业风向已经变了。之前各大平台疯狂烧钱打价格战，到了四季度，美团和阿里都默契地收缩了补贴，<strong>从“价格战”转向了“效率战”，</strong>没事什么事都不好像以前一样烧钱玩。这种情况下，淘宝闪购要冲第一，靠的就不是补贴，而是运营效率和用户粘性了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b615f5fab5588fd9772a52f7686d28b9\" tg-width=\"913\" tg-height=\"701\"></p><p><strong>只不过无论如何，这场“第一之争”最终受益的还是消费者。</strong>平台要抢份额，就会在配送时效、商品品类、服务质量上不断升级。比如现在淘宝闪购重点发力非餐零售，以后我们买日用百货、生鲜果蔬，不说会更便宜，但一定会有更多选择，配送也会更快。</p><p>小雷最后瞎聊几句。这种巨头烧钱大战，咱们一边蹭优惠一边看戏就好。但有个道理越来越清楚：<strong>在互联网的下半场，现金流才是<a href=\"https://laohu8.com/S/EDTK\">王道</a>。有粮的才能持续打仗，没粮的再猛的攻势也得歇菜。</strong></p><p>阿里现在敢这么搞，5700亿的现金储备就是它的底气。毕竟光靠补贴是走不远的，最后还得拼效率、拼生态、拼用户体验。谁能在烧钱之后，真正把用户留下来，那才是最后的赢家。</p>","source":"lsy1582507589608","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>不装了！阿里2026新目标：砸钱让淘宝闪购当一哥</title>\n<style 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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不装了！阿里2026新目标：砸钱让淘宝闪购当一哥\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-08 16:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108162557a4ab2ef1&s=b><strong>雷科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月8日，阿里扔出了个重磅消息：淘宝闪购2026年要坚定加大投入，首要目标是份额增长，最终要拿下市场绝对第一的位置。这消息一出，小雷脑子里都有画面了：一边是钱哗哗流动的声音，另一边是美团、京东们开始倒吸凉气了。但要说阿里敢喊出这种狠话，真不是随口吹牛。回头看2025年的即时零售赛道，那叫一个惨烈，三方杀红了眼。最早是京东先下场，紧接着美团、淘宝闪购跟着卷，最后直接变成一场烧钱大战。在去年7月最激励...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108162557a4ab2ef1&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108162557a4ab2ef1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2601351494","content_text":"1月8日，阿里扔出了个重磅消息：淘宝闪购2026年要坚定加大投入，首要目标是份额增长，最终要拿下市场绝对第一的位置。这消息一出，小雷脑子里都有画面了：一边是钱哗哗流动的声音，另一边是美团、京东们开始倒吸凉气了。但要说阿里敢喊出这种狠话，真不是随口吹牛。回头看2025年的即时零售赛道，那叫一个惨烈，三方杀红了眼。最早是京东先下场，紧接着美团、淘宝闪购跟着卷，最后直接变成一场烧钱大战。在去年7月最激励的时候，有测算说，美团和淘宝闪购两家加起来一天就能亏超10亿；高盛更直接预测，这几家平台一年下来可能要烧掉近千亿。当然烧钱的代价很快就显现出来了。2025年三季度，阿里、京东的净利润直接腰斩，美团更惨，亏出了上市以来的最大单季亏损。三家的现金流都受了不小影响，连线下实体店都被这场价格战波及，最后行业还因为恶性竞争被约谈了好几次。但即便如此，阿里作为互联网圈的“现金王”，到了季度末手里还有5700多亿现金，或许这就是它敢喊出“拿下市场绝对第一”的底气。可能有人会问，淘宝闪购凭什么突然有这么大底气？其实看它2025年四季度的表现就知道了。根据Q4前瞻纪要，去年四季度淘宝闪购的增长势头一直很猛，非餐即时零售业务推进得飞快，更关键的是，它的亏损收敛速度比竞争对手还快。尤其是12月那个季度的亮眼表现，直接让阿里下定决心要加码投入。小雷看来，这背后有两个关键原因：一是业务结构在变好，现在高客单价订单占比越来越高，非茶饮类订单已经占到75%以上，这意味着它不再只靠低价补贴赚吆喝，而是往更健康的增长模式走。二是行业大环境给了机会，根据商务部研究院预测，2026年中国即时零售规模会突破1万亿元，到2030年更是能达到2万亿元。这么大的蛋糕，谁都想分最大的一块。现在阿里明确2026年的战略就是份额增长，坚定加大投入。用阿里中国电商事业群CEO蒋凡的话说，就是“不能抛开规模谈效率”。意思很明白：现阶段别跟我谈赚钱，先把地盘圈起来再说。现在的即时零售赛道，早就不是一家独大的局面了。之前有数据显示，美团目前还占据着42%的市场份额，是行业老大哥，而淘宝闪购的份额大概在30%左右，京东则不足10%。而且美团为了守地盘，之前也付出了惨痛代价，2025年三季度净亏损高达186亿元，创下上市以来单季度最大亏损。到了2025年冬天，行业风向已经变了。之前各大平台疯狂烧钱打价格战，到了四季度，美团和阿里都默契地收缩了补贴，从“价格战”转向了“效率战”，没事什么事都不好像以前一样烧钱玩。这种情况下，淘宝闪购要冲第一，靠的就不是补贴，而是运营效率和用户粘性了。只不过无论如何，这场“第一之争”最终受益的还是消费者。平台要抢份额，就会在配送时效、商品品类、服务质量上不断升级。比如现在淘宝闪购重点发力非餐零售，以后我们买日用百货、生鲜果蔬，不说会更便宜，但一定会有更多选择，配送也会更快。小雷最后瞎聊几句。这种巨头烧钱大战，咱们一边蹭优惠一边看戏就好。但有个道理越来越清楚：在互联网的下半场，现金流才是王道。有粮的才能持续打仗，没粮的再猛的攻势也得歇菜。阿里现在敢这么搞，5700亿的现金储备就是它的底气。毕竟光靠补贴是走不远的，最后还得拼效率、拼生态、拼用户体验。谁能在烧钱之后，真正把用户留下来，那才是最后的赢家。","news_type":1,"symbols_score_info":{"BABA":1.95,"09988":1.95}},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512176952239056,"gmtCreate":1766070241461,"gmtModify":1766070526411,"author":{"id":"3572227539531130","authorId":"3572227539531130","name":"dm007","avatar":"https://static.tigerbbs.com/47c348a53c5103d6da9b39d08eb326d9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572227539531130","idStr":"3572227539531130"},"themes":[],"title":"","htmlText":"<a 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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&nbsp;&nbsp;&nbsp;<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\">网页链接</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":{"BK4524":"宅经济概念","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BK4531":"中概回港概念","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BABA":"阿里巴巴","QNETCN":"纳斯达克中美互联网老虎指数","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","BK4575":"芯片概念","BK4502":"阿里概念","BK4558":"双十一","BK4505":"高瓴资本持仓","BK4535":"淡马锡持仓","BK4504":"桥水持仓","BK4538":"云计算","BK4579":"人工智能","BK4548":"巴美列捷福持仓","09988":"阿里巴巴-W","BK4565":"NFT概念"},"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,"QNETCN":0.6,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":4837,"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/47c348a53c5103d6da9b39d08eb326d9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572227539531130","idStr":"3572227539531130"},"themes":[],"htmlText":"<a 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