十八木易
2021-04-12
还得再看看
@话题虎:
阿里被罚182亿,利空兑现是利好吗?
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true}","description":"市场监管总局依法作出行政处罚决定,责令阿里巴巴集团停止滥用市场支配地位行为,并处以罚款。","image":"https://static.tigerbbs.com/3661413405cd63107757659fe488daa9"}],"images":[{"img":"https://static.tigerbbs.com/7fb15ec84f3c09355c0491cbd0fe7cdb","width":"648","height":"377"},{"img":"https://static.tigerbbs.com/b439562d32dd84ddc2bf4f2cf6259bd2","width":"729","height":"107"},{"img":"https://static.tigerbbs.com/cd6fd924c951df58439c939ad8715cb2","width":"685","height":"271"}],"coverImages":[{"img":"https://static.tigerbbs.com/7fb15ec84f3c09355c0491cbd0fe7cdb","width":"648","height":"377"},{"img":"https://static.tigerbbs.com/b439562d32dd84ddc2bf4f2cf6259bd2","width":"729","height":"107"},{"img":"https://static.tigerbbs.com/cd6fd924c951df58439c939ad8715cb2","width":"685","height":"271"}],"title":"阿里被罚182亿,利空兑现是利好吗?","extraTitle":"","html":"<html><head></head><body><p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/7fb15ec84f3c09355c0491cbd0fe7cdb\" tg-width=\"648\" tg-height=\"377\"><b>市场监管部门对阿里巴巴的处罚终于下来了:</b></p> <blockquote> <span style=\"color:rgba(249,10,10,1);\"><b>以去年全年营收5097亿为基数,按4%进行处罚,合人民币182.28亿。</b></span> \n</blockquote> <p>这个天价罚款,在人类历史上是世界第二,仅次于2017年欧盟对<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 的反垄断罚款24.2亿欧元(约188.6亿人民币)。</p> <p>天价罚单出来后,阿里一度大涨近9%,分析者认为,这是利空兑现后的反弹景象。</p> <p>虎友<a target=\"_blank\" href=\"https://laohu8.com/U/3502860692623653\">@爱上趋势股</a> 认为:</p> <blockquote>\n 悬在阿里头上的一把剑终于落下了,这对阿里来有很大的积极意义。 \n</blockquote> <blockquote>\n 首先,根据《反垄断法》第47条,可以按照1%-10%的销售额处罚,但监管只选了4%,明显留了情面。另外,阿里也一改以往的刺儿头脾气,的回应也很积极、诚恳,可见阿里这头怪兽已经被驯服。 \n</blockquote> <blockquote> <img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/cd6fd924c951df58439c939ad8715cb2\" tg-width=\"685\" tg-height=\"271\"> <img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/b439562d32dd84ddc2bf4f2cf6259bd2\" tg-width=\"729\" tg-height=\"107\">之前,资本市场最担心的是把阿里给拆了,现在来看结果,明显是好于预期的。但能用钱解决的,都是好商量的。 \n</blockquote> <blockquote>\n 阿里最大的问题在于,上面曾寄希望它是下一个亚马逊,为祖国开疆扩土,割国际的韭菜,结果发现它是个喜欢搞内卷的“窝里横”。总的来看,这次危机让阿里吐了口血,但对阿里一定是有意的,因为吐出来的是毒血。如果没有尽早吐出来,就一定会坏了根基。 \n</blockquote> <p>但也有网友认为:</p> <blockquote>\n 这次处罚事件 <b>,意味着互联企业野蛮扩张的时代告一段落了,</b>像 <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、 <a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、 <a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 这些互联网巨头,后续经营将会慎之又慎。加上阿里的电商根基不断被抖音、 <a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 等其他竞争对手蚕食,阿里很难再回到以前的高度了。 \n</blockquote> <p>……</p> <p>最后,大家聊一聊:</p> <ul> \n <li><span style=\"color:rgba(251,4,4,1);\"><b>你觉得阿里巴巴以后的发展?可以抄底了吗?</b></span></li> \n <li><span style=\"color:rgba(251,4,4,1);\"><b>你如何看待监管对阿里的这次处罚?</b></span></li> \n</ul> <p>精彩留言用户可获得888社区积分噢!</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a></p></body></html>","htmlText":"<html><head></head><body><p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/7fb15ec84f3c09355c0491cbd0fe7cdb\" tg-width=\"648\" tg-height=\"377\"><b>市场监管部门对阿里巴巴的处罚终于下来了:</b></p> <blockquote> <span style=\"color:rgba(249,10,10,1);\"><b>以去年全年营收5097亿为基数,按4%进行处罚,合人民币182.28亿。</b></span> \n</blockquote> <p>这个天价罚款,在人类历史上是世界第二,仅次于2017年欧盟对<a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 的反垄断罚款24.2亿欧元(约188.6亿人民币)。</p> <p>天价罚单出来后,阿里一度大涨近9%,分析者认为,这是利空兑现后的反弹景象。</p> <p>虎友<a target=\"_blank\" href=\"https://laohu8.com/U/3502860692623653\">@爱上趋势股</a> 认为:</p> <blockquote>\n 悬在阿里头上的一把剑终于落下了,这对阿里来有很大的积极意义。 \n</blockquote> <blockquote>\n 首先,根据《反垄断法》第47条,可以按照1%-10%的销售额处罚,但监管只选了4%,明显留了情面。另外,阿里也一改以往的刺儿头脾气,的回应也很积极、诚恳,可见阿里这头怪兽已经被驯服。 \n</blockquote> <blockquote> <img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/cd6fd924c951df58439c939ad8715cb2\" tg-width=\"685\" tg-height=\"271\"> <img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/b439562d32dd84ddc2bf4f2cf6259bd2\" tg-width=\"729\" tg-height=\"107\">之前,资本市场最担心的是把阿里给拆了,现在来看结果,明显是好于预期的。但能用钱解决的,都是好商量的。 \n</blockquote> <blockquote>\n 阿里最大的问题在于,上面曾寄希望它是下一个亚马逊,为祖国开疆扩土,割国际的韭菜,结果发现它是个喜欢搞内卷的“窝里横”。总的来看,这次危机让阿里吐了口血,但对阿里一定是有意的,因为吐出来的是毒血。如果没有尽早吐出来,就一定会坏了根基。 \n</blockquote> <p>但也有网友认为:</p> <blockquote>\n 这次处罚事件 <b>,意味着互联企业野蛮扩张的时代告一段落了,</b>像 <a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、 <a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、 <a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 这些互联网巨头,后续经营将会慎之又慎。加上阿里的电商根基不断被抖音、 <a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 等其他竞争对手蚕食,阿里很难再回到以前的高度了。 \n</blockquote> <p>……</p> <p>最后,大家聊一聊:</p> <ul> \n <li><span style=\"color:rgba(251,4,4,1);\"><b>你觉得阿里巴巴以后的发展?可以抄底了吗?</b></span></li> \n <li><span style=\"color:rgba(251,4,4,1);\"><b>你如何看待监管对阿里的这次处罚?</b></span></li> \n</ul> <p>精彩留言用户可获得888社区积分噢!</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a></p></body></html>","text":"市场监管部门对阿里巴巴的处罚终于下来了: 以去年全年营收5097亿为基数,按4%进行处罚,合人民币182.28亿。 这个天价罚款,在人类历史上是世界第二,仅次于2017年欧盟对$谷歌(GOOG)$ 的反垄断罚款24.2亿欧元(约188.6亿人民币)。 天价罚单出来后,阿里一度大涨近9%,分析者认为,这是利空兑现后的反弹景象。 虎友@爱上趋势股 认为: 悬在阿里头上的一把剑终于落下了,这对阿里来有很大的积极意义。 首先,根据《反垄断法》第47条,可以按照1%-10%的销售额处罚,但监管只选了4%,明显留了情面。另外,阿里也一改以往的刺儿头脾气,的回应也很积极、诚恳,可见阿里这头怪兽已经被驯服。 之前,资本市场最担心的是把阿里给拆了,现在来看结果,明显是好于预期的。但能用钱解决的,都是好商量的。 阿里最大的问题在于,上面曾寄希望它是下一个亚马逊,为祖国开疆扩土,割国际的韭菜,结果发现它是个喜欢搞内卷的“窝里横”。总的来看,这次危机让阿里吐了口血,但对阿里一定是有意的,因为吐出来的是毒血。如果没有尽早吐出来,就一定会坏了根基。 但也有网友认为: 这次处罚事件 ,意味着互联企业野蛮扩张的时代告一段落了,像 $腾讯控股(00700)$ 、 $美团-W(03690)$ 、 $拼多多(PDD)$ 这些互联网巨头,后续经营将会慎之又慎。加上阿里的电商根基不断被抖音、 $快手-W(01024)$ 等其他竞争对手蚕食,阿里很难再回到以前的高度了。 …… 最后,大家聊一聊: 你觉得阿里巴巴以后的发展?可以抄底了吗? 你如何看待监管对阿里的这次处罚? 精彩留言用户可获得888社区积分噢! $阿里巴巴(BABA)$ 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