响亮的名字2018
2020-11-05
$阿里巴巴(BABA)$
净利润下滑63%。 营收相比第一季度基本持平，而且第一季度有疫情影响，包裹都发不出，但是q2居然和q1营收差不多，那说明pdd，jd，mt吸流太厉害，悲剧了。2021年头条，快手，微信电商崛起，阿里危险了
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25d459fd
2020-11-05
25d459fd
去年同季度有蚂蚁的一次性收入导致的，去掉非经常性收入后利润是超过预期的
25d459fd
:
比预期的利润高
小do
:
那还是不及预期啊，预期的利润也不包括蚂蚁吧
Lester
回复
KEINS
:
蚂蚁是股权投资，不属于主营业务
KEINS
:
问下，为啥这次利润不加蚂蚁的？？
Lester
:
去年三季度那700亿是蚂蚁估值的增加部分吧？
KEINS
2020-11-05
KEINS
你的观点不对，不是吸的淘宝的流量，是大家出不了门，本来在实体购物都流量全跑网上了，这不代表淘宝没流量，你还是小瞧淘宝了也不代表淘宝流量少了，大部分人购物还是在淘宝的，你说的新兴的一些东西抢的不是淘宝的
哈哈镜啊
2020-11-05
哈哈镜啊
人云亦云不是个好习惯
sammas
2020-11-07
sammas
baba一直很危险～
彤画故事
2020-11-05
彤画故事
除去股权激励，净利润是翻倍的
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