MG黄
05-16
阿里没了马云不行的❌ 马化腾至少还可以搞游戏挣钱
@躺平指数：
关于买阿里还是买腾讯 2024年3月份开始买腾讯，买的价格也不算很低，因为坚信南非大股东减持对“天天”真金白银回购的腾讯已经没甚影响，唯一影响的就是腾讯的基本面，而决定腾讯基本面的业务，除了游戏的稳定，就是广告了，广告的增量主要看微信，微信是张小龙的。因此，张小龙将是决定腾讯未来走向的关键人物。 而阿里的财报在腾讯们挤利润的对比下显得非常与众不同，阿里要“王者归来”，要第一，哪怕牺牲短期利润，因为它相信人回来了，利润是早晚的事儿。 阿里的财务数据难看主要体现在蒋凡带领的国际数字商业的亏损扩大，菜鸟的亏损扩大以及淘天经调整ebita同比下滑1%，加上投资损失了150多亿。想想淘天的GMV可是双位数增长，如此增速下经营利润竟然是减少的，非常罕见。 但是这就是阿里当前的经营策略，对不对，还要继续观察。$腾讯控股ADR(TCEHY)$$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$
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