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老虎官方账号
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老虎官方账号
2024-06-13
再用十年我们把
$老虎证券(TIGR)$
股票干上去，加油兄弟们 [微笑] [举爪]
老虎官方账号
2024-02-24
300亿？？
洋河股份2024新春献词：梦想连接世界
老虎官方账号
2023-03-29
$阿里巴巴(BABA)$
。。
老虎官方账号
2022-07-28
$Zoom(ZM)$
🐮
老虎官方账号
2021-05-22
这篇文章不错，转发给大家看
阿里巴巴现在是抄底良机吗？
老虎官方账号
2021-05-22
买股第一天
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10:15","market":"us","language":"zh","title":"洋河股份2024新春献词：梦想连接世界","url":"https://stock-news.laohu8.com/highlight/detail?id=2410160250","media":"市场资讯","summary":"来源：梦之蓝社区\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张倩","content":"<html><body><div>\n<p> 来源：梦之蓝社区</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/123/w1080h7043/20240210/4901-2708c85917e515c83889ba3af904ee4e.jpg\"/><span></span></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张倩 </p>\n</div></body></html>","source":"sina","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>洋河股份2024新春献词：梦想连接世界</title>\n<style 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}\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; 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href=\"https://finance.sina.com.cn/roll/2024-02-10/doc-inahpfeq2419904.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"83189":"易方达白酒-R","03189":"易方达白酒","BK1610":"ETF&股票定投概念","BK0188":"融资融券","BK0215":"饮品","BK0175":"白马股","BK0196":"行业龙头","002304":"洋河股份","BK0187":"一线龙头","BK0028":"国家队","BK0183":"MSCI概念"},"source_url":"https://finance.sina.com.cn/roll/2024-02-10/doc-inahpfeq2419904.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2410160250","content_text":"来源：梦之蓝社区\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张倩","news_type":1,"symbols_score_info":{"83189":1,"002304":1,"03189":1}},"isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659503387,"gmtCreate":1680104686249,"gmtModify":1680106963084,"author":{"id":"3578745392819886","authorId":"3578745392819886","name":"老虎官方账号","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578745392819886","authorIdStr":"3578745392819886"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"0\"></v-v>。。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"0\"></v-v>。。","text":"$阿里巴巴(BABA)$ 。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659503387","isVote":1,"tweetType":1,"viewCount":1044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":682611021,"gmtCreate":1658962899664,"gmtModify":1658966197266,"author":{"id":"3578745392819886","authorId":"3578745392819886","name":"老虎官方账号","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578745392819886","authorIdStr":"3578745392819886"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>🐮","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>🐮","text":"$Zoom(ZM)$🐮","images":[{"img":"https://static.tigerbbs.com/3511407262848546ea715d82ba3c1998","width":"1080","height":"3087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/682611021","isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":139296388,"gmtCreate":1621634295344,"gmtModify":1621634295344,"author":{"id":"3578745392819886","authorId":"3578745392819886","name":"老虎官方账号","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578745392819886","authorIdStr":"3578745392819886"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139296388","repostId":"2136975929","repostType":2,"repost":{"id":"2136975929","kind":"highlight","pubTimestamp":1621396605,"share":"https://www.laohu8.com/m/news/2136975929?lang=zh_CN&edition=full","pubTime":"2021-05-19 11:56","market":"hk","language":"zh","title":"阿里巴巴现在是抄底良机吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2136975929","media":"申万宏源香港","summary":"业绩要点\n· 阿里巴巴公布FY21Q4营收为1,874亿元人民币，同比增长64%。\n· 若剔除反垄断罚款(182亿元人民币)、股权激励费用、投资和无形资产减值损失以及其他若干项目后，Non-GAAP归","content":"<p><b>业绩要点</b></p>\n<p>· <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>公布FY21Q4营收为1,874亿元人民币，同比增长64%。</p>\n<p>· 若剔除反垄断罚款(182亿元人民币)、股权激励费用、投资和无形资产减值损失以及其他若干项目后，Non-GAAP归母净利润为284亿元人民币，同比增长13%。</p>\n<p>· 2021财年全年营收7,173亿元，同比增长41%;Non-GAAP归母净利润为1,790亿元人民币，同比增长27%。</p>\n<p><b>核心电商变现多元化</b></p>\n<p>· FY21Q4，公司中国零售业务收入同比增长74%至1,232亿元，其中客户管理收入同比增长40%，主因搜索变现单次点击平均单价的上升，包括推荐信息流在内的新变现模式的收入增长以及GMV强劲增长。</p>\n<p>· FY2021中国零售电商业务货币化率约4%，我们预计推荐信息流内容化和营销工具多元化发展，电商货币化率有进一步的提升空间。</p>\n<p>· 云计算业务收入同比增长37%，主因非产品原因单一头部客户海外云服务合作终止，经调整后EBITA为3.08亿元，连续两个季度盈利。受去年疫情低基数影响，菜鸟物流、本地生活服务及数字文娱等业务呈现恢复性强劲增长、亏损收窄等表现。</p>\n<p><b>全球年度活跃消费者突破十亿</b></p>\n<p>· 其中，8.91亿消费者来自中国零售市场、本地生活服务和数字媒体及娱乐平台，约2.4亿来自海外。</p>\n<p>· 截止FY21Q4，阿里巴巴中国零售市场MAU达9.25亿，同比净增加 7900万，AAC达8.11亿，同比净增加 8500万，FY2021约 70%的新增AAC来自下沉市场。</p>\n<p>· FY2021，中国零售市场用户ARPU达到9200元，呈现出高留存、高复购特征;整体线上实物 GMV(剔除未支付订单)同比增长21%，主因快消品和家居装饰品类增长强劲。</p>\n<p><b>加大新业务投资力度</b></p>\n<p>· 反垄断监管政策出台及处罚为电商行业创造更公平的竞争环境，同时推动公司高质量发展。</p>\n<p>· 公司计划将2022财年所有增量利润及额外资本投入用于支持平台商家，以及投资新零售、社区团购、国际业务、本地生活和物流基础设施等新业务和关键战略领域，紧扣内需、全球化和高科技融合战略，进一步挖掘流量增长潜力，提升用户粘性和购买频率。</p>\n<p>· 我们预计公司有望挖掘出新的潜在增长市场，公司预计2022财年营业收入将超过9300亿元人民币。</p>\n<p><b>维持买入</b></p>\n<p>· 我们将调整后的2022财年摊薄每股收益预测下调至60.4元人民币。</p>\n<p>· 考虑到淘宝直播、淘宝买菜、淘特价等新业务中长期投资回报可观，我们基于SOTP估值法，将阿里巴巴目标价格从311美元下调至299美元，维持买入建议。</p>","source":"lsy1608866559813","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>阿里巴巴现在是抄底良机吗？</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阿里巴巴现在是抄底良机吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-19 11:56 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/477776.html><strong>申万宏源香港</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>业绩要点\n· 阿里巴巴公布FY21Q4营收为1,874亿元人民币，同比增长64%。\n· 若剔除反垄断罚款(182亿元人民币)、股权激励费用、投资和无形资产减值损失以及其他若干项目后，Non-GAAP归母净利润为284亿元人民币，同比增长13%。\n· 2021财年全年营收7,173亿元，同比增长41%;Non-GAAP归母净利润为1,790亿元人民币，同比增长27%。\n核心电商变现多元化\n· ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/477776.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/851aec0637db3bc4e9291c67ee6fe17a","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"http://www.zhitongcaijing.com/content/detail/477776.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136975929","content_text":"业绩要点\n· 阿里巴巴公布FY21Q4营收为1,874亿元人民币，同比增长64%。\n· 若剔除反垄断罚款(182亿元人民币)、股权激励费用、投资和无形资产减值损失以及其他若干项目后，Non-GAAP归母净利润为284亿元人民币，同比增长13%。\n· 2021财年全年营收7,173亿元，同比增长41%;Non-GAAP归母净利润为1,790亿元人民币，同比增长27%。\n核心电商变现多元化\n· FY21Q4，公司中国零售业务收入同比增长74%至1,232亿元，其中客户管理收入同比增长40%，主因搜索变现单次点击平均单价的上升，包括推荐信息流在内的新变现模式的收入增长以及GMV强劲增长。\n· FY2021中国零售电商业务货币化率约4%，我们预计推荐信息流内容化和营销工具多元化发展，电商货币化率有进一步的提升空间。\n· 云计算业务收入同比增长37%，主因非产品原因单一头部客户海外云服务合作终止，经调整后EBITA为3.08亿元，连续两个季度盈利。受去年疫情低基数影响，菜鸟物流、本地生活服务及数字文娱等业务呈现恢复性强劲增长、亏损收窄等表现。\n全球年度活跃消费者突破十亿\n· 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10:15","market":"us","language":"zh","title":"洋河股份2024新春献词：梦想连接世界","url":"https://stock-news.laohu8.com/highlight/detail?id=2410160250","media":"市场资讯","summary":"来源：梦之蓝社区\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张倩","content":"<html><body><div>\n<p> 来源：梦之蓝社区</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/123/w1080h7043/20240210/4901-2708c85917e515c83889ba3af904ee4e.jpg\"/><span></span></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张倩 </p>\n</div></body></html>","source":"sina","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>洋河股份2024新春献词：梦想连接世界</title>\n<style 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}\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; 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href=\"https://finance.sina.com.cn/roll/2024-02-10/doc-inahpfeq2419904.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"83189":"易方达白酒-R","03189":"易方达白酒","BK1610":"ETF&股票定投概念","BK0188":"融资融券","BK0215":"饮品","BK0175":"白马股","BK0196":"行业龙头","002304":"洋河股份","BK0187":"一线龙头","BK0028":"国家队","BK0183":"MSCI概念"},"source_url":"https://finance.sina.com.cn/roll/2024-02-10/doc-inahpfeq2419904.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2410160250","content_text":"来源：梦之蓝社区\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张倩","news_type":1,"symbols_score_info":{"83189":1,"002304":1,"03189":1}},"isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659503387,"gmtCreate":1680104686249,"gmtModify":1680106963084,"author":{"id":"3578745392819886","authorId":"3578745392819886","name":"老虎官方账号","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578745392819886","authorIdStr":"3578745392819886"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"0\"></v-v>。。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"0\"></v-v>。。","text":"$阿里巴巴(BABA)$ 。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659503387","isVote":1,"tweetType":1,"viewCount":1044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":139296388,"gmtCreate":1621634295344,"gmtModify":1621634295344,"author":{"id":"3578745392819886","authorId":"3578745392819886","name":"老虎官方账号","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578745392819886","authorIdStr":"3578745392819886"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139296388","repostId":"2136975929","repostType":2,"repost":{"id":"2136975929","kind":"highlight","pubTimestamp":1621396605,"share":"https://www.laohu8.com/m/news/2136975929?lang=zh_CN&edition=full","pubTime":"2021-05-19 11:56","market":"hk","language":"zh","title":"阿里巴巴现在是抄底良机吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2136975929","media":"申万宏源香港","summary":"业绩要点\n· 阿里巴巴公布FY21Q4营收为1,874亿元人民币，同比增长64%。\n· 若剔除反垄断罚款(182亿元人民币)、股权激励费用、投资和无形资产减值损失以及其他若干项目后，Non-GAAP归","content":"<p><b>业绩要点</b></p>\n<p>· <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>公布FY21Q4营收为1,874亿元人民币，同比增长64%。</p>\n<p>· 若剔除反垄断罚款(182亿元人民币)、股权激励费用、投资和无形资产减值损失以及其他若干项目后，Non-GAAP归母净利润为284亿元人民币，同比增长13%。</p>\n<p>· 2021财年全年营收7,173亿元，同比增长41%;Non-GAAP归母净利润为1,790亿元人民币，同比增长27%。</p>\n<p><b>核心电商变现多元化</b></p>\n<p>· FY21Q4，公司中国零售业务收入同比增长74%至1,232亿元，其中客户管理收入同比增长40%，主因搜索变现单次点击平均单价的上升，包括推荐信息流在内的新变现模式的收入增长以及GMV强劲增长。</p>\n<p>· FY2021中国零售电商业务货币化率约4%，我们预计推荐信息流内容化和营销工具多元化发展，电商货币化率有进一步的提升空间。</p>\n<p>· 云计算业务收入同比增长37%，主因非产品原因单一头部客户海外云服务合作终止，经调整后EBITA为3.08亿元，连续两个季度盈利。受去年疫情低基数影响，菜鸟物流、本地生活服务及数字文娱等业务呈现恢复性强劲增长、亏损收窄等表现。</p>\n<p><b>全球年度活跃消费者突破十亿</b></p>\n<p>· 其中，8.91亿消费者来自中国零售市场、本地生活服务和数字媒体及娱乐平台，约2.4亿来自海外。</p>\n<p>· 截止FY21Q4，阿里巴巴中国零售市场MAU达9.25亿，同比净增加 7900万，AAC达8.11亿，同比净增加 8500万，FY2021约 70%的新增AAC来自下沉市场。</p>\n<p>· FY2021，中国零售市场用户ARPU达到9200元，呈现出高留存、高复购特征;整体线上实物 GMV(剔除未支付订单)同比增长21%，主因快消品和家居装饰品类增长强劲。</p>\n<p><b>加大新业务投资力度</b></p>\n<p>· 反垄断监管政策出台及处罚为电商行业创造更公平的竞争环境，同时推动公司高质量发展。</p>\n<p>· 公司计划将2022财年所有增量利润及额外资本投入用于支持平台商家，以及投资新零售、社区团购、国际业务、本地生活和物流基础设施等新业务和关键战略领域，紧扣内需、全球化和高科技融合战略，进一步挖掘流量增长潜力，提升用户粘性和购买频率。</p>\n<p>· 我们预计公司有望挖掘出新的潜在增长市场，公司预计2022财年营业收入将超过9300亿元人民币。</p>\n<p><b>维持买入</b></p>\n<p>· 我们将调整后的2022财年摊薄每股收益预测下调至60.4元人民币。</p>\n<p>· 考虑到淘宝直播、淘宝买菜、淘特价等新业务中长期投资回报可观，我们基于SOTP估值法，将阿里巴巴目标价格从311美元下调至299美元，维持买入建议。</p>","source":"lsy1608866559813","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>阿里巴巴现在是抄底良机吗？</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阿里巴巴现在是抄底良机吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-19 11:56 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/477776.html><strong>申万宏源香港</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>业绩要点\n· 阿里巴巴公布FY21Q4营收为1,874亿元人民币，同比增长64%。\n· 若剔除反垄断罚款(182亿元人民币)、股权激励费用、投资和无形资产减值损失以及其他若干项目后，Non-GAAP归母净利润为284亿元人民币，同比增长13%。\n· 2021财年全年营收7,173亿元，同比增长41%;Non-GAAP归母净利润为1,790亿元人民币，同比增长27%。\n核心电商变现多元化\n· ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/477776.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/851aec0637db3bc4e9291c67ee6fe17a","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"http://www.zhitongcaijing.com/content/detail/477776.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136975929","content_text":"业绩要点\n· 阿里巴巴公布FY21Q4营收为1,874亿元人民币，同比增长64%。\n· 若剔除反垄断罚款(182亿元人民币)、股权激励费用、投资和无形资产减值损失以及其他若干项目后，Non-GAAP归母净利润为284亿元人民币，同比增长13%。\n· 2021财年全年营收7,173亿元，同比增长41%;Non-GAAP归母净利润为1,790亿元人民币，同比增长27%。\n核心电商变现多元化\n· FY21Q4，公司中国零售业务收入同比增长74%至1,232亿元，其中客户管理收入同比增长40%，主因搜索变现单次点击平均单价的上升，包括推荐信息流在内的新变现模式的收入增长以及GMV强劲增长。\n· FY2021中国零售电商业务货币化率约4%，我们预计推荐信息流内容化和营销工具多元化发展，电商货币化率有进一步的提升空间。\n· 云计算业务收入同比增长37%，主因非产品原因单一头部客户海外云服务合作终止，经调整后EBITA为3.08亿元，连续两个季度盈利。受去年疫情低基数影响，菜鸟物流、本地生活服务及数字文娱等业务呈现恢复性强劲增长、亏损收窄等表现。\n全球年度活跃消费者突破十亿\n· 其中，8.91亿消费者来自中国零售市场、本地生活服务和数字媒体及娱乐平台，约2.4亿来自海外。\n· 截止FY21Q4，阿里巴巴中国零售市场MAU达9.25亿，同比净增加 7900万，AAC达8.11亿，同比净增加 8500万，FY2021约 70%的新增AAC来自下沉市场。\n· FY2021，中国零售市场用户ARPU达到9200元，呈现出高留存、高复购特征;整体线上实物 GMV(剔除未支付订单)同比增长21%，主因快消品和家居装饰品类增长强劲。\n加大新业务投资力度\n· 反垄断监管政策出台及处罚为电商行业创造更公平的竞争环境，同时推动公司高质量发展。\n· 公司计划将2022财年所有增量利润及额外资本投入用于支持平台商家，以及投资新零售、社区团购、国际业务、本地生活和物流基础设施等新业务和关键战略领域，紧扣内需、全球化和高科技融合战略，进一步挖掘流量增长潜力，提升用户粘性和购买频率。\n· 我们预计公司有望挖掘出新的潜在增长市场，公司预计2022财年营业收入将超过9300亿元人民币。\n维持买入\n· 我们将调整后的2022财年摊薄每股收益预测下调至60.4元人民币。\n· 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