䛘賀worldview
2021-11-19
$Alibaba(BABA)$
will continue be the pick in long run. strong investment minded and free cash flow allow them to innovate and dare to invest in new area
@小虎活动：
【悬赏】财报大比拼：阿里还是京东，你Pick谁？
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koolgal
2021-11-20
koolgal
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什么也没有了～
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strong investment minded and free cash flow allow them to innovate and dare to invest in new area</body></html>","text":"$Alibaba(BABA)$ will continue be the pick in long run. strong investment minded and free cash flow allow them to innovate and dare to invest in new area","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/876192092","repostId":876005915,"repostType":1,"repost":{"magic":2,"id":876005915,"tweetId":"876005915","gmtCreate":1637240656234,"gmtModify":1637315159189,"author":{"id":36984908995200,"idStr":"36984908995200","authorId":36984908995200,"authorIdStr":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","vip":4,"userType":4,"introduction":"关注我，了解更多社区活动，一起薅虎毛","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":632488,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/08d7f7d97f6e0cdf31fc532f07d9861c","width":"1918","height":"821"},{"img":"https://static.tigerbbs.com/b3c04cd5537fbfc1e5f00a0fb6b1768d","width":"2704","height":"1668"},{"img":"https://static.tigerbbs.com/9d72e632aae9c66e46088240c4af3268","width":"1918","height":"821"},{"img":"https://static.tigerbbs.com/501fc9591f0932f29ba166f7b588a33e","width":"2772","height":"1782"}],"coverImages":[{"img":"https://static.tigerbbs.com/08d7f7d97f6e0cdf31fc532f07d9861c","width":"1918","height":"821"},{"img":"https://static.tigerbbs.com/b3c04cd5537fbfc1e5f00a0fb6b1768d","width":"2704","height":"1668"},{"img":"https://static.tigerbbs.com/9d72e632aae9c66e46088240c4af3268","width":"1918","height":"821"}],"title":"【悬赏】财报大比拼：阿里还是京东，你Pick谁？","extraTitle":"","html":"<html><head></head><body><p>今天盘前，2只电商龙头阿里巴巴和京东纷纷发布财报，阿里pk京东，你更看好谁？欢迎在评论区留言，我们会随机挑选3个幸运虎友，每人赠予888虎币。</p> <h3><b>首先对比一下这两家的营收增速</b></h3> <ul> \n <li>阿里巴巴3季度营收2006.9亿元人民币，同比增长29%，低于分析师预期的2061.7亿元人民币。若不考虑合并高鑫零售的影响，营收为人民币1804亿元（约合280亿美元），同比增长16%。</li> \n <li>京东3季度营收2187亿元人民币，同比增长25.5%，超过市场预估2157亿元人民币。</li> \n</ul> <li>（京东是B2C，发生交易，其流水就会记入营收；阿里巴巴是作为平台，依靠广告、技术服务、佣金等收入，交易流水并不记入营业收入。）<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/501fc9591f0932f29ba166f7b588a33e\" tg-width=\"2772\" tg-height=\"1782\"></li> <h3><b>来看看两者的盈利情况</b></h3> <p>阿里巴巴净利润为33.77亿元人民币(5.24亿美元)。非会计准则净利润为285.24亿元人民币(合44.27亿美元) ，同比下降39% ，低于分析师预期的332亿元人民币。非会计准则稀释后的每股 ADS 收益为11.20元人民币，同比下降38% ，低于分析师预期的12.37元</p> <li>京东净亏损为28亿元人民币，普通股股东可分配的非公认会计准则净利润为50亿元人民币(合8亿美元) ，高于分析师预期的32.64亿元人民币。2021年第三季度每份 ADS 的摊薄净亏损为1.81元人民币，非公认会计准则2021年第三季度每股 ADS 摊薄净利润为3.16元人民币，高于分析师预期的1.998元人民币。</li> <li></li> <h3></h3> <h3>来看看两者的用户增速</h3> <ul> \n <li>阿里巴巴全球年度活跃消费者达到约12.4亿，全球消费者单季增长6200万，其中包括中国的9.53亿消费者和海外的2.85亿消费者</li> \n <li>京东第三季度年度活跃用户帐户5.522亿，同比增长25%，分析师预估5.568亿。</li> \n</ul> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/b3c04cd5537fbfc1e5f00a0fb6b1768d\" tg-width=\"2704\" tg-height=\"1668\"></p> <h3></h3> <h3>最后来看一下两者的分析师评级</h3> <p>安信证券给予阿里买入评级，预计受到疫情、洪水等因素影响，国内消费表现疲软，阿里的核心电商业务会有所放缓；此外受到在线教育整改，以及大客户终止合作影响，云计算业务收入增长会有所放缓。</p> <p>安信证券给予京东买入评级，认为京东的表现优于同行，在消费疲软和供给压力增加下仍维持相对稳健的增长，主要得益于京东主力品类的稳定表现，电器品类相对于服装美妆品类相对于受负面影响小。</p> <p>中金给予阿里跑赢行业评级，预计市场一致预期下半年阿里业绩恐持续受到来自经济下行和行业竞争激烈的压力，但长远核心电商基于供给侧优势的阿里巴巴电商核心基本盘仍保持稳健。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/08d7f7d97f6e0cdf31fc532f07d9861c\" tg-width=\"1918\" tg-height=\"821\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/9d72e632aae9c66e46088240c4af3268\" tg-width=\"1918\" tg-height=\"821\">最后，从长远来，阿里和京东，你Pick谁？欢迎在评论区留言，我们会随机挑选3个幸运虎友，每人赠予888虎币。<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a></p></body></html>","htmlText":"<html><head></head><body><p>今天盘前，2只电商龙头阿里巴巴和京东纷纷发布财报，阿里pk京东，你更看好谁？欢迎在评论区留言，我们会随机挑选3个幸运虎友，每人赠予888虎币。</p> <h3><b>首先对比一下这两家的营收增速</b></h3> <ul> \n <li>阿里巴巴3季度营收2006.9亿元人民币，同比增长29%，低于分析师预期的2061.7亿元人民币。若不考虑合并高鑫零售的影响，营收为人民币1804亿元（约合280亿美元），同比增长16%。</li> \n <li>京东3季度营收2187亿元人民币，同比增长25.5%，超过市场预估2157亿元人民币。</li> \n</ul> <li>（京东是B2C，发生交易，其流水就会记入营收；阿里巴巴是作为平台，依靠广告、技术服务、佣金等收入，交易流水并不记入营业收入。）<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/501fc9591f0932f29ba166f7b588a33e\" tg-width=\"2772\" tg-height=\"1782\"></li> <h3><b>来看看两者的盈利情况</b></h3> <p>阿里巴巴净利润为33.77亿元人民币(5.24亿美元)。非会计准则净利润为285.24亿元人民币(合44.27亿美元) ，同比下降39% ，低于分析师预期的332亿元人民币。非会计准则稀释后的每股 ADS 收益为11.20元人民币，同比下降38% ，低于分析师预期的12.37元</p> <li>京东净亏损为28亿元人民币，普通股股东可分配的非公认会计准则净利润为50亿元人民币(合8亿美元) ，高于分析师预期的32.64亿元人民币。2021年第三季度每份 ADS 的摊薄净亏损为1.81元人民币，非公认会计准则2021年第三季度每股 ADS 摊薄净利润为3.16元人民币，高于分析师预期的1.998元人民币。</li> <li></li> <h3></h3> <h3>来看看两者的用户增速</h3> <ul> \n <li>阿里巴巴全球年度活跃消费者达到约12.4亿，全球消费者单季增长6200万，其中包括中国的9.53亿消费者和海外的2.85亿消费者</li> \n <li>京东第三季度年度活跃用户帐户5.522亿，同比增长25%，分析师预估5.568亿。</li> \n</ul> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/b3c04cd5537fbfc1e5f00a0fb6b1768d\" tg-width=\"2704\" tg-height=\"1668\"></p> <h3></h3> <h3>最后来看一下两者的分析师评级</h3> <p>安信证券给予阿里买入评级，预计受到疫情、洪水等因素影响，国内消费表现疲软，阿里的核心电商业务会有所放缓；此外受到在线教育整改，以及大客户终止合作影响，云计算业务收入增长会有所放缓。</p> <p>安信证券给予京东买入评级，认为京东的表现优于同行，在消费疲软和供给压力增加下仍维持相对稳健的增长，主要得益于京东主力品类的稳定表现，电器品类相对于服装美妆品类相对于受负面影响小。</p> <p>中金给予阿里跑赢行业评级，预计市场一致预期下半年阿里业绩恐持续受到来自经济下行和行业竞争激烈的压力，但长远核心电商基于供给侧优势的阿里巴巴电商核心基本盘仍保持稳健。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/08d7f7d97f6e0cdf31fc532f07d9861c\" tg-width=\"1918\" tg-height=\"821\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/9d72e632aae9c66e46088240c4af3268\" tg-width=\"1918\" tg-height=\"821\">最后，从长远来，阿里和京东，你Pick谁？欢迎在评论区留言，我们会随机挑选3个幸运虎友，每人赠予888虎币。<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a></p></body></html>","text":"今天盘前，2只电商龙头阿里巴巴和京东纷纷发布财报，阿里pk京东，你更看好谁？欢迎在评论区留言，我们会随机挑选3个幸运虎友，每人赠予888虎币。 首先对比一下这两家的营收增速 阿里巴巴3季度营收2006.9亿元人民币，同比增长29%，低于分析师预期的2061.7亿元人民币。若不考虑合并高鑫零售的影响，营收为人民币1804亿元（约合280亿美元），同比增长16%。 京东3季度营收2187亿元人民币，同比增长25.5%，超过市场预估2157亿元人民币。 （京东是B2C，发生交易，其流水就会记入营收；阿里巴巴是作为平台，依靠广告、技术服务、佣金等收入，交易流水并不记入营业收入。） 来看看两者的盈利情况 阿里巴巴净利润为33.77亿元人民币(5.24亿美元)。非会计准则净利润为285.24亿元人民币(合44.27亿美元) ，同比下降39% ，低于分析师预期的332亿元人民币。非会计准则稀释后的每股 ADS 收益为11.20元人民币，同比下降38% ，低于分析师预期的12.37元 京东净亏损为28亿元人民币，普通股股东可分配的非公认会计准则净利润为50亿元人民币(合8亿美元) ，高于分析师预期的32.64亿元人民币。2021年第三季度每份 ADS 的摊薄净亏损为1.81元人民币，非公认会计准则2021年第三季度每股 ADS 摊薄净利润为3.16元人民币，高于分析师预期的1.998元人民币。 来看看两者的用户增速 阿里巴巴全球年度活跃消费者达到约12.4亿，全球消费者单季增长6200万，其中包括中国的9.53亿消费者和海外的2.85亿消费者 京东第三季度年度活跃用户帐户5.522亿，同比增长25%，分析师预估5.568亿。 最后来看一下两者的分析师评级 安信证券给予阿里买入评级，预计受到疫情、洪水等因素影响，国内消费表现疲软，阿里的核心电商业务会有所放缓；此外受到在线教育整改，以及大客户终止合作影响，云计算业务收入增长会有所放缓。 安信证券给予京东买入评级，认为京东的表现优于同行，在消费疲软和供给压力增加下仍维持相对稳健的增长，主要得益于京东主力品类的稳定表现，电器品类相对于服装美妆品类相对于受负面影响小。 中金给予阿里跑赢行业评级，预计市场一致预期下半年阿里业绩恐持续受到来自经济下行和行业竞争激烈的压力，但长远核心电商基于供给侧优势的阿里巴巴电商核心基本盘仍保持稳健。 最后，从长远来，阿里和京东，你Pick谁？欢迎在评论区留言，我们会随机挑选3个幸运虎友，每人赠予888虎币。$阿里巴巴(BABA)$ 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