阿里吹响了反攻的号角，新一轮电商大战即将上演！

华尔街见闻02-09

作者 | 刘宝丹过去四年，曾经辉煌的阿里巴巴不断经历着调整和动荡，似乎成为了一种魔咒；2023年，阿里的市值跌到了1907.03亿美元，被拼多多超越，到年底连举办多年的年会也没有了。阿里的业务也在经受着严峻的考验。 2月7日晚，阿里公布2024财年三季报，当季共实现收入2603.48亿元，同比增长5%，创下近三个季度新低；核心电商实现收入1290.70亿，增速仅为2%。虽然CEO吴泳铭用稳健两个...

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精彩评论

跟着队长一起走
02-12
跟着队长一起走
还是京东方便，物流快！
老发巴巴爸爸a
02-11
老发巴巴爸爸a
250亿美金，哪里有，可笑，骗子
牛牛牛我最牛
02-10
牛牛牛我最牛
时代在变革，谁也不能躺平
xiaomilu
02-10
xiaomilu
坚定看好阿里未来
梓坚
02-10
梓坚
👍👍
八千里路云和月莫等闲
02-10
八千里路云和月莫等闲
买平常的东西在拼多多买，买一些贵的物品会在淘宝上买。

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，速卖通更实现了超过60%的订单同比增长。另一个核心主业阿里云也乏善可陈。三季度，阿里云实现营收280.66亿元，增速仅为3%；经调整EBITA利润增长了86%，盈利质量有所提高。国际物流则已成为菜鸟的重要增长动力，菜鸟三季度收入增长24%至284.76亿元。不过目前，阿里实现盈利的业务只有淘天、阿里云和刚刚扭亏的菜鸟，其余业务则大多亏损。根据财报，大文娱集团三季度经调整EBITA为亏损5.17亿元。大文娱之外，阿里在财报中将盒马、银泰、智能信息、飞猪、钉钉等归类到其他中，整体亏损了31.72亿元，同比近乎翻番。压力之下，阿里也开始收缩。阿里首席财务官徐宏在电话会上表示，公司现在专注于核心业务，投资重点主要是境内外的电商以及云计算。阿里提出，公司目前正处于重振淘天集团的过程中。吴泳铭表示，将在用户核心体验上加大投资，支持淘天重拾增长和稳固市场领导地位。另一核心业务阿里云未来仍将延续“AI驱动、公共云优先”战略。电商和阿里云之间的协同效应也有望进一步体现。吴泳铭表示，相信对AI的深入投入和研究，会对淘天的广告产品产生积极帮助。在聚焦主业的同时，阿里开始加速剥离非核心资产，持续瘦身。阿里集团董事会主席蔡崇信表示，在2024财年至今的九个月内，阿里已退出17亿美元的非核心资产，还成立了团队，研究如何进行相关上市公司的股票出售。他还称，阿里资产负债表上仍有许多传统的实体零售业务，这些并非核心业务，若退出也是合理做法，但考虑到当前有挑战的市场情况，尚需时间实现。目前来看，在阿里六大业务中，除淘天、阿里云和国际数字商业集团被确认为重点投资外，本地生活、菜鸟、大文娱和一众N业务或将面临不同的命运。近段时间，市场频传阿里将出售饿了么、盒马、银泰百货、大润发（高鑫零售旗下品牌）等，阿里多次进行辟谣或否认。在电话会上，徐宏表示，有关出售饿了么的传闻不实。他强调，饿了么是阿里集团“近场”非常重要的资产。而对于盒马和菜鸟的IPO进程，阿里表示可能会推后，因为当前的市场条件，没有办法真正反映这些业务的内在价值。阿里的一系列动作表明了，当下的重点是找回电商的主场优势，并用AI赋能，这才是决定未来的关键之战。这是一个重要转向。过去十年，互联网行业经历了疯狂扩张，大多数创业公司背后都站着BAT的身影，而如今，全行业都转向降本增效了。蓄势在多个维度上，阿里的2023年都是低落的一年。去年三月，阿里经历了史上最大的组织变革一拆六，本想通过这次变革提高市场竞争力。然而，这场大刀阔斧的改革并没有预想中顺利。2023年11月16日，阿里在二季报当天宣布，阿里云不再推进完全分拆，盒马上市暂缓，陷入僵局。两个星期后的11月30日，阿里市值被拼多多正式超过，后者凭借1958.87亿美元市值一跃成为美股市值最大的中概股，阿里昔日电商之王的地位被颠覆。无数阿里人都见证了这一时刻，并感到难以置信和沮丧失落。在此刻，马云罕见在内网发言，坚信阿里会改，阿里会变。很快，吴泳铭开启了更为大胆和直接的改革，他接过阿里云和淘天CEO，成为集阿里集团、淘天、阿里云权柄于一身的核心人物，并启用了吴嘉、处端、家洛等少壮派来管理淘宝。阿里股东在资本市场也动作频频。马云去年四季度增持了价值5000万美元的阿里香港上市股票，蔡崇信也在同期购买了价值约1.51亿美元的阿里巴巴在美国上市的股票。在此之前，马云已取代软银，重新成为阿里第一大股东。三季报发布当晚，阿里宣布新增250亿美元（约合人民币1798.4亿元）股份回购计划，上调后，未来三个财年阿里仍有353亿美元（约合人民币2539.34亿元）股份回购额度。阿里的目标是，在接下来的三个财政年度内，每年流通股票数至少净减少3%。目前来看，马云和阿里的一系列措施对提振资本市场信心起到了一定作用。阿里市值重新超过了拼多多，2023年12月26日，阿里美股市值1931.73亿美元，拼多多市值为1929.37亿美元。近日，高盛、Baird、中金等多家投行发布研报，表示看好阿里以投入促增长的进取姿态，以及同时加大股东回报的实际行动。投行Baird指出，阿里管理层的战略重点是专注于增长，包括稳固国内电商份额，扩大跨境电商业务规模，以及公共云市场的收入提速。这些举措在短期内需要增加投资，但这代表着消费习惯改变背后的更大竞争格局。在经过了一年多的组织架构调整和核心高管更迭后，阿里的发展方向愈加清晰，可以想见，为了夺回被拼多多和抖音抢去的市场份额，阿里2024年的反击力度只会更大。新一轮电商大战即将上演，这一次，阿里会是主动进攻的一方。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":273159562924216,"gmtCreate":1707693830597,"gmtModify":1707697716950,"author":{"id":"3479771273726972","authorId":"3479771273726972","name":"跟着队长一起走","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/eec1894d24f295622b8891594288edf1","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3479771273726972","idStr":"3479771273726972"},"htmlText":"还是京东方便，物流快！","listText":"还是京东方便，物流快！","text":"还是京东方便，物流快！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273159562924216","repostId":1169295879,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":272624246079624,"gmtCreate":1707605979954,"gmtModify":1707605981591,"author":{"id":"3545204792821795","authorId":"3545204792821795","name":"老发巴巴爸爸a","avatar":"https://static.tigerbbs.com/9a1ae76a5dd6cf60cf57ca811ab9b41d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3545204792821795","idStr":"3545204792821795"},"htmlText":"250亿美金，哪里有，可笑，骗子","listText":"250亿美金，哪里有，可笑，骗子","text":"250亿美金，哪里有，可笑，骗子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/272624246079624","repostId":1169295879,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":272470696902696,"gmtCreate":1707558931333,"gmtModify":1707572066841,"author":{"id":"3576574713533854","authorId":"3576574713533854","name":"牛牛牛我最牛","avatar":"https://static.tigerbbs.com/bb65d2fdf680cd6e8eec5c2b5eccdb66","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3576574713533854","idStr":"3576574713533854"},"htmlText":"时代在变革，谁也不能躺平","listText":"时代在变革，谁也不能躺平","text":"时代在变革，谁也不能躺平","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/272470696902696","repostId":1169295879,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":272332980899880,"gmtCreate":1707525309262,"gmtModify":1707525310681,"author":{"id":"3531358130873101","authorId":"3531358130873101","name":"xiaomilu","avatar":"https://static.tigerbbs.com/f35ec276967b14e3a975285f4a6047d8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3531358130873101","idStr":"3531358130873101"},"htmlText":"坚定看好阿里未来","listText":"坚定看好阿里未来","text":"坚定看好阿里未来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/272332980899880","repostId":1169295879,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":272310076150056,"gmtCreate":170751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