最惨的情境下，阿里巴巴值多少？高盛算了一下

全天候科技2021-01-05

市场对反垄断监管的担忧已经使得阿里巴巴股价自10月高点跌去逾20%，但高盛仍然对其维持买入评级。高盛认为，当前阿里巴巴股价处于历史低位，反垄断监管对其业绩的负面影响或许不像市场想象的那么大，未来其存在估值恢复的空间。周一发布的报告中，高盛设定“熊市情境”对阿里巴巴进行了一番估值，认为即便是在最惨的情境下，阿里巴巴仍然每股值258美元，比周一收盘价高出13%。高盛：不必过分担忧高盛认为，监管风波之后...

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免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

Chiholo
2021-01-08
Chiholo
10年徒刑彻底完了
闪电大仙
2021-01-07
闪电大仙
太棒了，跟高盛反着来就行！最烂的投资公司就是高盛！
做_行走的百科全书_
2021-01-06
做_行走的百科全书_
基于对中国税务机关继续加强平台间数据共享的预期，阿里巴巴将不再享受此前减按15%征收企业所得税的税收优惠，所有业务线税率升至25%。
- 一位小学生:
  这是高盛对最惨情况的猜测，不是真实情况。看文要看仔细。
- 小米钉子户:
  没看到新闻啊
凤凰院胸针
2021-01-05
凤凰院胸针
太好了，我做空就放心了
北山大仙
2021-01-05
北山大仙
买买买

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彻底完了","listText":"10年徒刑 彻底完了","text":"10年徒刑 彻底完了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336811039","repostId":2101881618,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":336358756,"gmtCreate":1610031153975,"gmtModify":1703742186566,"author":{"id":"3547206545370515","authorId":"3547206545370515","name":"闪电大仙","avatar":"https://static.tigerbbs.com/4a37c9e64efad9fb78558c37f11ec8c7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3547206545370515","authorIdStr":"3547206545370515"},"htmlText":"太棒了，跟高盛反着来就行！最烂的投资公司就是高盛！","listText":"太棒了，跟高盛反着来就行！最烂的投资公司就是高盛！","text":"太棒了，跟高盛反着来就行！最烂的投资公司就是高盛！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336358756","repostId":2101881618,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":338639908,"gmtCreate":1609893275304,"gmtModify":1703741122428,"author":{"id":"3508815622885740","authorId":"3508815622885740","name":"做_行走的百科全书_","avatar":"https://static.tigerbbs.com/a5508455d9b96125d333480605560a76","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3508815622885740","authorIdStr":"3508815622885740"},"htmlText":"基于对中国税务机关继续加强平台间数据共享的预期，阿里巴巴将不再享受此前减按15%征收企业所得税的税收优惠，所有业务线税率升至25%。","listText":"基于对中国税务机关继续加强平台间数据共享的预期，阿里巴巴将不再享受此前减按15%征收企业所得税的税收优惠，所有业务线税率升至25%。","text":"基于对中国税务机关继续加强平台间数据共享的预期，阿里巴巴将不再享受此前减按15%征收企业所得税的税收优惠，所有业务线税率升至25%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/338639908","repostId":2101881618,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3283547,"gmtCreate":1609930106617,"gmtModify":1609930172152,"authorId":3433989495789660,"author":{"id":3433989495789660,"idStr":"3433989495789660","authorId":3433989495789660,"name":"一位小学生","avatar":"https://static.tigerbbs.com/7192077d9aff0c341cef35a03a0f7b4f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":338639908,"type":1,"supId":0,"prevId":0,"content":"这是高盛对最惨情况的猜测，不是真实情况。看文要看仔细。","text":"这是高盛对最惨情况的猜测，不是真实情况。看文要看仔细。","html":"这是高盛对最惨情况的猜测，不是真实情况。看文要看仔细。"},{"id":3280839,"gmtCreate":1609894112908,"gmtModify":1609894112908,"authorId":3488664072136456,"author":{"id":3488664072136456,"idStr":"3488664072136456","authorId":3488664072136456,"name":"小米钉子户","avatar":"https://static.tigerbbs.com/69aa0a897d4984f7cc34d204d83f444e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":338639908,"type":1,"supId":0,"prevId":0,"content":"没看到新闻啊","text":"没看到新闻啊","html":"没看到新闻啊"}],"langContent":"CN"},{"id":338176051,"gmtCreate":1609858492873,"gmtModify":1703740947253,"author":{"id":"3446678605570348","authorId":"3446678605570348","name":"凤凰院胸针","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3446678605570348","authorIdStr":"3446678605570348"},"htmlText":"太好了，我做空就放心了","listText":"太好了，我做空就放心了","text":"太好了，我做空就放心了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338176051","repostId":2101881618,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":338355699,"gmtCreate":1609839274711,"gmtModify":1703740783166,"author":{"id":"3493107583505274","authorId":"3493107583505274","name":"北山大仙","avatar":"https://static.tigerbbs.com/9f737851d2c5e41cd3ea47e0afd7780a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3493107583505274","authorIdStr":"3493107583505274"},"htmlText":"买买买","listText":"买买买","text":"买买买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338355699","repostId":2101881618,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":15,"commentSize":5,"repostSize":0,"favoriteSize":15,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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