阿里巴巴的底已经被触及到了

菩老投资2022-03-18

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...

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精彩评论

dominique
2022-03-19
dominique
买买买，再差业绩也比刚上市的时候好。股价跟刚上市差不多，这还不买？
喵喵猫
2022-03-19
喵喵猫
哈哈事后诸葛亮。
dm007
2022-03-19
dm007
又一个马后炮
ValueMaker
2022-03-18
ValueMaker
可是一天反垄断危机不除，股价就上不去
蒙面锦织圭
2022-03-18
蒙面锦织圭
70大底买

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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 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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）","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":634735187,"gmtCreate":1647661565473,"gmtModify":1647661565473,"author":{"id":"3477369161151012","authorId":"3477369161151012","name":"dominique","avatar":"https://static.tigerbbs.com/ae40f062c21ec76465632e376aefbd48","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3477369161151012","authorIdStr":"3477369161151012"},"htmlText":"买买买，再差业绩也比刚上市的时候好。股价跟刚上市差不多，这还不买？","listText":"买买买，再差业绩也比刚上市的时候好。股价跟刚上市差不多，这还不买？","text":"买买买，再差业绩也比刚上市的时候好。股价跟刚上市差不多，这还不买？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634735187","repostId":2220740793,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":634473599,"gmtCreate":1647626770917,"gmtModify":1647641190216,"author":{"id":"3520340713450710","authorId":"3520340713450710","name":"喵喵猫","avatar":"https://static.tigerbbs.com/7db6b7adf50094eeb57404fcc1db30e0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3520340713450710","authorIdStr":"3520340713450710"},"htmlText":"哈哈 事后诸葛亮。&nbsp;","listText":"哈哈 事后诸葛亮。&nbsp;","text":"哈哈 事后诸葛亮。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634473599","repostId":2220740793,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":634455286,"gmtCreate":1647619224566,"gmtModify":1647620891713,"author":{"id":"3572227539531130","authorId":"3572227539531130","name":"dm007","avatar":"https://static.tigerbbs.com/a3def946b322ec90acd3669c107e57f4","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3572227539531130","authorIdStr":"3572227539531130"},"htmlText":"又一个马后炮","listText":"又一个马后炮","text":"又一个马后炮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634455286","repostId":2220740793,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":634543894,"gmtCreate":1647586007905,"gmtModify":1647586007905,"author":{"id":"3494397759448909","authorId":"3494397759448909","name":"ValueMaker","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3494397759448909","authorIdStr":"3494397759448909"},"htmlText":"可是一天反垄断危机不除，股价就上不去","listText":"可是一天反垄断危机不除，股价就上不去","text":"可是一天反垄断危机不除，股价就上不去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634543894","repostId":2220740793,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":634513749,"gmtCreate":1647566394754,"gmtModify":1647566394754,"author":{"id":"3489394331391737","authorId":"3489394331391737","name":"蒙面锦织圭","avatar":"https://static.tigerbbs.com/27f53d43aea5838071a3c361584dd637","vip":1,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":3,"crmLevelSwitch":1,"idStr":"3489394331391737","authorIdStr":"3489394331391737"},"htmlText":"70大底买","listText":"70大底买","text":"70大底买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634513749","repostId":2220740793,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":6,"commentSize":5,"repostSize":0,"favoriteSize":5,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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