短期内我要看空下

马化腾的马

$阿里巴巴(BABA)$ 今年的两波上涨是基于明年业绩期望的前提下。大胆猜测下，阿里巴巴今年淘宝天猫搞这么活动，会不会是因为发现两者的流量开始下降了？大部分股权投资还是在比未来，现在都是亏钱抢市场阶段。腾讯系抱团围剿阿里，支付宝市场份额被微信支付超过，接下来央行这波限额，又对支付宝极为致命的。阿里云的竞争对手也非常多。盯盯这块这么多年还是雷声大雨点小。现在能拿得出手的利好除了业绩预期基本没有。股票的最大问题是市盈率太高，如果没有业绩支撑，还是要跌。

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精彩评论

T20211213745
2017-12-28
T20211213745
移动支付这块，最新数据是支付宝扩大了对微信支付的差距，另外阿里云占据国内半壁江山，比后面2-4名的总份额还要大，目前是全球云计算前三，并且增速强劲
Lao_Hu
2017-12-29
Lao_Hu
支付宝母公司蚂蚁金服根本就和阿里巴巴两个公司，最有想象力的一块儿都被剥离出来了，凭淘宝和和天猫支撑4,5千亿美金的市值我不看好
威廉DD
2017-12-28
威廉DD
你这分析的，钉钉不是才开始吗？支付宝份额也还是比微信支付要大阿，只是微信在三四线的占有率高点，但支付宝圈了有钱人，谁赢谁输还不一定

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