市场对阿里巴巴本季度_老虎社区_美港股上老虎

市场对阿里巴巴本季度财报持悲观态度，彭博分析师指出，阿里在第一财季的经调整EBITA很可能连续第二个季度低于去年同期水平。因为上一季度资本支出大幅增长三倍，随着阿里加速云服务和物流基础设施的扩张，这一趋势在2025财年可能会持续。此外，整体商业情绪的低迷可能会限制淘天和云服务的收入增长，随着阿里寻求海外电商业务的增长，其2025财年的营销成本占收入比例可能会超过前一年的水平！但之前已经超跌，个人认为财报会涨5个点以上！

首日净买入85亿港元！阿里涨势能否延续？

阿里巴巴正式纳入港股通，阿里巴巴涨近3%，纳入港股通首日获净买入近85亿港元。摩根士丹利在研报中展望，阿里纳入港股通后，前六个月的南向资金流入可能达到120亿美元。【阿里纳入港股通，股价涨势能否延续？现在你有何策略】

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