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买着玩

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05-29

所以利空消息是啥也没说

市场综述丨一则利空公告突袭！港股再现闪崩惨案；“迪王”获重大突破，AH股双双大涨

02-09

期待阿里凤凰涅槃，再次一飞冲天！

阿里吹响了反攻的号角，新一轮电商大战即将上演！

2018-02-15

$微博(WB)$ 你这是要赶超阿里么？看你牛逼多久

2017-10-25

$Line Corp(LN)$发生了什么？众人皆跌你独涨

2017-07-21

$宝尊电商(BZUN)$这么高的价格，还有那么多人做多，胆大啊

2017-07-17

$微博(WB)$看k线，可空

2017-07-06

$宝尊电商(BZUN)$宝尊又吃了伟哥……

2017-06-29

$微博(WB)$日了狗了，手贱又做多了

2017-06-06

$宜人贷(YRD)$发生啥事了

2017-05-22

$宜人贷(YRD)$三个月复三个月，三个月何其多？尼玛等了3个月，又没出出去

2017-05-22

$宜人贷(YRD)$卧槽，又萎了

2017-05-16

$宜人贷(YRD)$学学人家$微博(WB)$

2017-05-09

$微博(WB)$我艹，微博疯了吧

2017-05-09

$宝尊电商(BZUN)$神奇的一支股

2016-12-01

$XTERA COMMUNICATIONS INC(XCOMQ)$这货不是退市了吗？怎么还有交易

2016-11-25

$XTERA COMMUNICATIONS INC(XCOMQ)$？？？？？？？

2016-11-23

$宝尊电商(BZUN)$又他妈抽什么风

2016-11-17

$宜人贷(YRD)$活见鬼了

2016-10-27

$宝尊电商(BZUN)$G这是闹哪样

2016-10-26

$宜人贷(YRD)$慌个毛，大盘不好

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16:30","market":"sh","language":"zh","title":"市场综述丨一则利空公告突袭！港股再现闪崩惨案；“迪王”获重大突破，AH股双双大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1142798365","media":"老虎资讯综合","summary":"另一方面，汽车股强势，发布重磅技术，$比亚迪股份$领涨，带领锂电池股、$特斯拉$概念股齐涨，煤炭股继续活跃，$中煤能源$续刷阶段新高。A股A股三大指数今日早盘小幅走高，尾盘走低均一度翻绿；截至收盘，沪指涨0.05%报3111点，深证成指涨0.25%，创业板指涨0.27%。超2700股上涨，全天成交7084亿元。","content":"<html><head></head><body><blockquote><p>港股科指午后一度跌近3%，科技股、金融股低迷；A股三大指数小幅收涨，小金属、有色金属板块活跃；美股三大股指期货、欧洲主要指数全线下跌；原油期货日内走高&gt;&gt;</p></blockquote><p><strong>港股</strong></p><p>港股再度陷入回调，三大指数全天维持大跌行情，恒生科技指数午后一度跌至2.8%，最终收跌2.32%，恒指、国指分别下跌1.83%及1.92%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3325c5c0f79fbf3ffb382b3409c2172f\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>盘面上，作为市场风向标的大型科技股全线下跌大市承压明显，叠加大部分金融股(保险、银行)、中字头等权重走低，<a href=\"https://laohu8.com/S/03690\">美团-W</a>午后曾一度大跌6%，<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>、<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>皆下挫，<a href=\"https://laohu8.com/S/02601\">中国太保</a>、<a href=\"https://laohu8.com/S/03968\">招商银行</a>、<a href=\"https://laohu8.com/S/00267\">中信股份</a>等行业龙头齐跌；军工股、猪肉概念股跌幅靠前，手游股、生物科技股、餐饮股、内房股与物管股纷纷下跌。</p><p><a href=\"https://laohu8.com/S/09966\">康宁杰瑞制药-B</a>大幅收跌近45%，且为市场跌幅首位，股价暴跌的主要原因是该公司此前发布的一则公告。其中显示，KN046-303试验已达到预设的死亡事件数，经数据分析显示，总生存期（OS）结果未达到预设的统计学终点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ea716e858f230910a4be583874dc288\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>另一方面，汽车股强势，发布重磅技术，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>领涨，带领锂电池股、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>概念股齐涨，煤炭股继续活跃，<a href=\"https://laohu8.com/S/01898\">中煤能源</a>续刷阶段新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cf2d50f0472596693e0f4b21f1c6015\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>A股</strong></p><p>A股三大指数今日早盘小幅走高，尾盘走低均一度翻绿；截至收盘，沪指涨0.05%报3111点，深证成指涨0.25%，创业板指涨0.27%。超2700股上涨，全天成交7084亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c5164020e8d6b9cf9c6ad7f518aaa03\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>盘面上，小金属、有色金属板块活跃，<a href=\"https://laohu8.com/S/002842\">翔鹭钨业</a>、<a href=\"https://laohu8.com/S/601020\">华钰矿业</a>等多股涨停；中东局势升温，黄金、贵金属板块走强，<a href=\"https://laohu8.com/S/002155\">湖南黄金</a>涨停；光伏设备板块走高，<a href=\"https://laohu8.com/S/300305\">裕兴股份</a>20cm涨停；<a href=\"https://laohu8.com/S/002594\">比亚迪</a>发布第五代DM技术带动刀片电池、固态电池等板块上涨，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>大涨超8%；AIPC、旅游酒店及碳纤维等板块涨幅居前。另外，ST板块重挫，ST爱康等二十余股跌停；船舶制造板块走低，<a href=\"https://laohu8.com/S/300123\">亚光科技</a>跌近7%；虚拟电厂板块回调，<a href=\"https://laohu8.com/S/301162\">国能日新</a>等多股跌超6%；汽车服务、全息技术及啤酒概念等跌幅居前。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe85baa870b40cb0427a93ed6711b045\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>美股</strong></p><p>美股三大股指期货小幅走低，截至发稿，道指期货跌0.51%，纳斯达克100指数期货跌0.59%，标普500指数期货跌0.57%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e8109bbd395c3c18c4eda4b78ac9831\" title=\"\" tg-width=\"417\" tg-height=\"199\"/></p><p>热门中概股多数走低，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超2%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超1%；</p><p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前大跌逾24%，警告可能永远无法实现或维持盈利；</p><p><a href=\"https://laohu8.com/S/MRO\">马拉松石油</a>盘前涨逾5%，<a href=\"https://laohu8.com/S/COP\">康菲石油</a>收购谈判已进入后期阶段；</p><p><a href=\"https://laohu8.com/S/AAL\">美国航空</a>盘前跌超8%，公司下调第二财季调整后每股收益预期；</p><p><strong>欧股</strong></p><p>欧洲主要指数全线下跌，德国DAX30跌0.55%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.25%，法国CAC40跌0.68%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/973f3b839c8a13380515936c56880d7f\" title=\"\" tg-width=\"462\" tg-height=\"441\"/></p><p><strong>原油</strong></p><p>原油期货日内走高，WTI原油报80.46美元/桶，涨0.79%；布油现报84.52美元/桶，涨0.69%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7397d45930a6aee4e81ecbf321a33674\" title=\"\" tg-width=\"868\" tg-height=\"832\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad4b3a76d890c2774f832430a4d047b6\" title=\"\" tg-width=\"871\" tg-height=\"831\"/></p><p><strong>黄金</strong></p><p>黄金期货小幅下跌，现跌0.21%，报2351.5美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b71bd1aa53fd97eeec415f83243c6f5\" title=\"\" tg-width=\"865\" tg-height=\"831\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-05-29 16:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>港股科指午后一度跌近3%，科技股、金融股低迷；A股三大指数小幅收涨，小金属、有色金属板块活跃；美股三大股指期货、欧洲主要指数全线下跌；原油期货日内走高&gt;&gt;</p></blockquote><p><strong>港股</strong></p><p>港股再度陷入回调，三大指数全天维持大跌行情，恒生科技指数午后一度跌至2.8%，最终收跌2.32%，恒指、国指分别下跌1.83%及1.92%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3325c5c0f79fbf3ffb382b3409c2172f\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>盘面上，作为市场风向标的大型科技股全线下跌大市承压明显，叠加大部分金融股(保险、银行)、中字头等权重走低，<a href=\"https://laohu8.com/S/03690\">美团-W</a>午后曾一度大跌6%，<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>、<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>皆下挫，<a href=\"https://laohu8.com/S/02601\">中国太保</a>、<a href=\"https://laohu8.com/S/03968\">招商银行</a>、<a href=\"https://laohu8.com/S/00267\">中信股份</a>等行业龙头齐跌；军工股、猪肉概念股跌幅靠前，手游股、生物科技股、餐饮股、内房股与物管股纷纷下跌。</p><p><a href=\"https://laohu8.com/S/09966\">康宁杰瑞制药-B</a>大幅收跌近45%，且为市场跌幅首位，股价暴跌的主要原因是该公司此前发布的一则公告。其中显示，KN046-303试验已达到预设的死亡事件数，经数据分析显示，总生存期（OS）结果未达到预设的统计学终点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ea716e858f230910a4be583874dc288\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>另一方面，汽车股强势，发布重磅技术，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>领涨，带领锂电池股、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>概念股齐涨，煤炭股继续活跃，<a href=\"https://laohu8.com/S/01898\">中煤能源</a>续刷阶段新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cf2d50f0472596693e0f4b21f1c6015\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>A股</strong></p><p>A股三大指数今日早盘小幅走高，尾盘走低均一度翻绿；截至收盘，沪指涨0.05%报3111点，深证成指涨0.25%，创业板指涨0.27%。超2700股上涨，全天成交7084亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c5164020e8d6b9cf9c6ad7f518aaa03\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>盘面上，小金属、有色金属板块活跃，<a href=\"https://laohu8.com/S/002842\">翔鹭钨业</a>、<a href=\"https://laohu8.com/S/601020\">华钰矿业</a>等多股涨停；中东局势升温，黄金、贵金属板块走强，<a href=\"https://laohu8.com/S/002155\">湖南黄金</a>涨停；光伏设备板块走高，<a href=\"https://laohu8.com/S/300305\">裕兴股份</a>20cm涨停；<a href=\"https://laohu8.com/S/002594\">比亚迪</a>发布第五代DM技术带动刀片电池、固态电池等板块上涨，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>大涨超8%；AIPC、旅游酒店及碳纤维等板块涨幅居前。另外，ST板块重挫，ST爱康等二十余股跌停；船舶制造板块走低，<a href=\"https://laohu8.com/S/300123\">亚光科技</a>跌近7%；虚拟电厂板块回调，<a href=\"https://laohu8.com/S/301162\">国能日新</a>等多股跌超6%；汽车服务、全息技术及啤酒概念等跌幅居前。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fe85baa870b40cb0427a93ed6711b045\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>美股</strong></p><p>美股三大股指期货小幅走低，截至发稿，道指期货跌0.51%，纳斯达克100指数期货跌0.59%，标普500指数期货跌0.57%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e8109bbd395c3c18c4eda4b78ac9831\" title=\"\" tg-width=\"417\" tg-height=\"199\"/></p><p>热门中概股多数走低，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超2%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超1%；</p><p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前大跌逾24%，警告可能永远无法实现或维持盈利；</p><p><a href=\"https://laohu8.com/S/MRO\">马拉松石油</a>盘前涨逾5%，<a href=\"https://laohu8.com/S/COP\">康菲石油</a>收购谈判已进入后期阶段；</p><p><a href=\"https://laohu8.com/S/AAL\">美国航空</a>盘前跌超8%，公司下调第二财季调整后每股收益预期；</p><p><strong>欧股</strong></p><p>欧洲主要指数全线下跌，德国DAX30跌0.55%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌0.25%，法国CAC40跌0.68%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/973f3b839c8a13380515936c56880d7f\" title=\"\" tg-width=\"462\" tg-height=\"441\"/></p><p><strong>原油</strong></p><p>原油期货日内走高，WTI原油报80.46美元/桶，涨0.79%；布油现报84.52美元/桶，涨0.69%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7397d45930a6aee4e81ecbf321a33674\" title=\"\" tg-width=\"868\" tg-height=\"832\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad4b3a76d890c2774f832430a4d047b6\" title=\"\" tg-width=\"871\" tg-height=\"831\"/></p><p><strong>黄金</strong></p><p>黄金期货小幅下跌，现跌0.21%，报2351.5美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b71bd1aa53fd97eeec415f83243c6f5\" title=\"\" tg-width=\"865\" tg-height=\"831\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"399001":"深证成指","399006":"创业板指","BK4585":"ETF&股票定投概念","YANG":"三倍做空富时中国ETF-Direxion","YINN":"三倍做多富时中国ETF-Direxion",".IXIC":"NASDAQ Composite","BK4588":"碎股","HSI":"恒生指数",".DJI":"道琼斯","000001.SH":"上证指数","07226":"XL二南方恒科","HSTECH":"恒生科技指数",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142798365","content_text":"港股科指午后一度跌近3%，科技股、金融股低迷；A股三大指数小幅收涨，小金属、有色金属板块活跃；美股三大股指期货、欧洲主要指数全线下跌；原油期货日内走高>>港股港股再度陷入回调，三大指数全天维持大跌行情，恒生科技指数午后一度跌至2.8%，最终收跌2.32%，恒指、国指分别下跌1.83%及1.92%。盘面上，作为市场风向标的大型科技股全线下跌大市承压明显，叠加大部分金融股(保险、银行)、中字头等权重走低，美团-W午后曾一度大跌6%，京东集团-SW、阿里巴巴-SW、腾讯控股皆下挫，中国太保、招商银行、中信股份等行业龙头齐跌；军工股、猪肉概念股跌幅靠前，手游股、生物科技股、餐饮股、内房股与物管股纷纷下跌。康宁杰瑞制药-B大幅收跌近45%，且为市场跌幅首位，股价暴跌的主要原因是该公司此前发布的一则公告。其中显示，KN046-303试验已达到预设的死亡事件数，经数据分析显示，总生存期（OS）结果未达到预设的统计学终点。另一方面，汽车股强势，发布重磅技术，比亚迪股份领涨，带领锂电池股、特斯拉概念股齐涨，煤炭股继续活跃，中煤能源续刷阶段新高。A股A股三大指数今日早盘小幅走高，尾盘走低均一度翻绿；截至收盘，沪指涨0.05%报3111点，深证成指涨0.25%，创业板指涨0.27%。超2700股上涨，全天成交7084亿元。盘面上，小金属、有色金属板块活跃，翔鹭钨业、华钰矿业等多股涨停；中东局势升温，黄金、贵金属板块走强，湖南黄金涨停；光伏设备板块走高，裕兴股份20cm涨停；比亚迪发布第五代DM技术带动刀片电池、固态电池等板块上涨，比亚迪大涨超8%；AIPC、旅游酒店及碳纤维等板块涨幅居前。另外，ST板块重挫，ST爱康等二十余股跌停；船舶制造板块走低，亚光科技跌近7%；虚拟电厂板块回调，国能日新等多股跌超6%；汽车服务、全息技术及啤酒概念等跌幅居前。美股美股三大股指期货小幅走低，截至发稿，道指期货跌0.51%，纳斯达克100指数期货跌0.59%，标普500指数期货跌0.57%。热门中概股多数走低，阿里巴巴、京东、拼多多、网易、贝壳跌超2%，百度、爱奇艺、小鹏汽车跌超1%；法拉第未来盘前大跌逾24%，警告可能永远无法实现或维持盈利；马拉松石油盘前涨逾5%，康菲石油收购谈判已进入后期阶段；美国航空盘前跌超8%，公司下调第二财季调整后每股收益预期；欧股欧洲主要指数全线下跌，德国DAX30跌0.55%，英国富时100跌0.25%，法国CAC40跌0.68%。原油原油期货日内走高，WTI原油报80.46美元/桶，涨0.79%；布油现报84.52美元/桶，涨0.69%。黄金黄金期货小幅下跌，现跌0.21%，报2351.5美元/盎司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":272181406130416,"gmtCreate":1707488427457,"gmtModify":1707488429031,"author":{"id":"237538590329303","authorId":"237538590329303","name":"买着玩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"237538590329303","idStr":"237538590329303"},"themes":[],"htmlText":"期待阿里凤凰涅槃，再次一飞冲天！","listText":"期待阿里凤凰涅槃，再次一飞冲天！","text":"期待阿里凤凰涅槃，再次一飞冲天！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/272181406130416","repostId":"1169295879","repostType":2,"repost":{"id":"1169295879","pubTimestamp":1707487443,"share":"https://www.laohu8.com/m/news/1169295879?lang=&edition=full","pubTime":"2024-02-09 22:04","market":"us","language":"zh","title":"阿里吹响了反攻的号角，新一轮电商大战即将上演！","url":"https://stock-news.laohu8.com/highlight/detail?id=1169295879","media":"华尔街见闻","summary":"它将以改革者的姿态，捍卫自己的王者之位。","content":"<html><head></head><body><p>作者 | 刘宝丹</p><p style=\"text-align: justify;\">过去四年，曾经辉煌的阿里巴巴不断经历着调整和动荡，似乎成为了一种魔咒；2023年，阿里的市值跌到了1907.03亿美元，被拼多多超越，到年底连举办多年的年会也没有了。</p><p style=\"text-align: justify;\">阿里的业务也在经受着严峻的考验。 2月7日晚，阿里公布2024财年三季报，当季共实现收入2603.48亿元，同比增长5%，创下近三个季度新低；核心电商实现收入1290.70亿，增速仅为2%。</p><p style=\"text-align: justify;\">虽然CEO吴泳铭用稳健两个字来形容本季的业绩，但这肯定没达预期。</p><p style=\"text-align: justify;\">困顿和挫折中，阿里正在积蓄力量从谷底反弹，反攻的号角已经吹响。</p><p style=\"text-align: justify;\">在过去半年，阿里用一系列大刀阔斧的人事和组织改革，来推动业绩重回增长，核心便是回归淘宝，聚焦电商，以及阿里云。</p><p style=\"text-align: justify;\">为了提振投资者信心，创始人马云、永久合伙人蔡崇信近期出手增持之外，阿里宣布新增250亿美元（约合人民币1799亿元）股份回购计划。</p><p style=\"text-align: justify;\">作为中国最大的电商平台，阿里的未来仍然值得期待。它将以改革者的姿态，捍卫自己的王者之位。</p><p style=\"text-align: justify;\"><strong>聚焦</strong></p><p style=\"text-align: justify;\">最新出炉的阿里三季报并不令人满意。</p><p style=\"text-align: justify;\">其中，占据半壁江山的淘天收入增速仅为2%，在线GMV（商品交易总额）实现正增长，相比拼多多和抖音电商等新秀，并不突出。</p><p style=\"text-align: justify;\">值得一提的是，作为电商能力的延伸，阿里国际数字商业集团（AIDC）处于高速增长之中。</p><p style=\"text-align: justify;\">三季度，AIDC收入同比增长 ，速卖通更实现了超过60%的订单同比增长。</p><p style=\"text-align: justify;\">另一个核心主业阿里云也乏善可陈。三季度，阿里云实现营收280.66亿元，增速仅为3%；经调整EBITA利润增长了86%，盈利质量有所提高。</p><p style=\"text-align: justify;\">国际物流则已成为菜鸟的重要增长动力，菜鸟三季度收入增长24%至284.76亿元。</p><p style=\"text-align: justify;\">不过目前，阿里实现盈利的业务只有淘天、阿里云和刚刚扭亏的菜鸟，其余业务则大多亏损。根据财报，大文娱集团三季度经调整EBITA为亏损5.17亿元。</p><p style=\"text-align: justify;\">大文娱之外，阿里在财报中将盒马、银泰、智能信息、飞猪、钉钉等归类到其他中，整体亏损了31.72亿元，同比近乎翻番。</p><p style=\"text-align: justify;\">压力之下，阿里也开始收缩。阿里首席财务官徐宏在电话会上表示，公司现在专注于核心业务，投资重点主要是境内外的电商以及云计算。</p><p style=\"text-align: justify;\">阿里提出，公司目前正处于重振淘天集团的过程中。吴泳铭表示，将在用户核心体验上加大投资，支持淘天重拾增长和稳固市场领导地位。</p><p style=\"text-align: justify;\">另一核心业务阿里云未来仍将延续“AI驱动、公共云优先”战略。</p><p style=\"text-align: justify;\">电商和阿里云之间的协同效应也有望进一步体现。吴泳铭表示，相信对AI的深入投入和研究，会对淘天的广告产品产生积极帮助。</p><p style=\"text-align: justify;\">在聚焦主业的同时，阿里开始加速剥离非核心资产，持续瘦身。</p><p style=\"text-align: justify;\">阿里集团董事会主席蔡崇信表示，在2024财年至今的九个月内，阿里已退出17亿美元的非核心资产，还成立了团队，研究如何进行相关上市公司的股票出售。</p><p style=\"text-align: justify;\">他还称，阿里资产负债表上仍有许多传统的实体零售业务，这些并非核心业务，若退出也是合理做法，但考虑到当前有挑战的市场情况，尚需时间实现。</p><p style=\"text-align: justify;\">目前来看，在阿里六大业务中，除淘天、阿里云和国际数字商业集团被确认为重点投资外，本地生活、菜鸟、大文娱和一众N业务或将面临不同的命运。</p><p style=\"text-align: justify;\">近段时间，市场频传阿里将出售饿了么、盒马、银泰百货、大润发（高鑫零售旗下品牌）等，阿里多次进行辟谣或否认。</p><p style=\"text-align: justify;\">在电话会上，徐宏表示，有关出售饿了么的传闻不实。他强调，饿了么是阿里集团“近场”非常重要的资产。</p><p style=\"text-align: justify;\">而对于盒马和菜鸟的IPO进程，阿里表示可能会推后，因为当前的市场条件，没有办法真正反映这些业务的内在价值。</p><p style=\"text-align: justify;\">阿里的一系列动作表明了，当下的重点是找回电商的主场优势，并用AI赋能，这才是决定未来的关键之战。</p><p style=\"text-align: justify;\">这是一个重要转向。过去十年，互联网行业经历了疯狂扩张，大多数创业公司背后都站着BAT的身影，而如今，全行业都转向降本增效了。</p><p style=\"text-align: justify;\"><strong>蓄势</strong></p><p style=\"text-align: justify;\">在多个维度上，阿里的2023年都是低落的一年。</p><p style=\"text-align: justify;\">去年三月，阿里经历了史上最大的组织变革一拆六，本想通过这次变革提高市场竞争力。然而，这场大刀阔斧的改革并没有预想中顺利。</p><p style=\"text-align: justify;\">2023年11月16日，阿里在二季报当天宣布，阿里云不再推进完全分拆，盒马上市暂缓，陷入僵局。</p><p style=\"text-align: justify;\">两个星期后的11月30日，阿里市值被拼多多正式超过，后者凭借1958.87亿美元市值一跃成为美股市值最大的中概股，阿里昔日电商之王的地位被颠覆。</p><p style=\"text-align: justify;\">无数阿里人都见证了这一时刻，并感到难以置信和沮丧失落。</p><p style=\"text-align: justify;\">在此刻，马云罕见在内网发言，坚信阿里会改，阿里会变。</p><p style=\"text-align: justify;\">很快，吴泳铭开启了更为大胆和直接的改革，他接过阿里云和淘天CEO，成为集阿里集团、淘天、阿里云权柄于一身的核心人物，并启用了吴嘉、处端、家洛等少壮派来管理淘宝。</p><p style=\"text-align: justify;\">阿里股东在资本市场也动作频频。马云去年四季度增持了价值5000万美元的阿里香港上市股票，蔡崇信也在同期购买了价值约1.51亿美元的阿里巴巴在美国上市的股票。</p><p style=\"text-align: justify;\">在此之前，马云已取代软银，重新成为阿里第一大股东。</p><p style=\"text-align: justify;\">三季报发布当晚，阿里宣布新增250亿美元（约合人民币1798.4亿元）股份回购计划，上调后，未来三个财年阿里仍有353亿美元（约合人民币2539.34亿元）股份回购额度。阿里的目标是，在接下来的三个财政年度内，每年流通股票数至少净减少3%。</p><p style=\"text-align: justify;\">目前来看，马云和阿里的一系列措施对提振资本市场信心起到了一定作用。</p><p style=\"text-align: justify;\">阿里市值重新超过了拼多多，2023年12月26日，阿里美股市值1931.73亿美元，拼多多市值为1929.37亿美元。</p><p style=\"text-align: justify;\">近日，高盛、Baird、中金等多家投行发布研报，表示看好阿里以投入促增长的进取姿态，以及同时加大股东回报的实际行动。</p><p style=\"text-align: justify;\">投行Baird指出，阿里管理层的战略重点是专注于增长，包括稳固国内电商份额，扩大跨境电商业务规模，以及公共云市场的收入提速。这些举措在短期内需要增加投资，但这代表着消费习惯改变背后的更大竞争格局。</p><p style=\"text-align: justify;\">在经过了一年多的组织架构调整和核心高管更迭后，阿里的发展方向愈加清晰，可以想见，为了夺回被拼多多和抖音抢去的市场份额，阿里2024年的反击力度只会更大。</p><p style=\"text-align: justify;\">新一轮电商大战即将上演，这一次，阿里会是主动进攻的一方。</p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里吹响了反攻的号角，新一轮电商大战即将上演！</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里吹响了反攻的号角，新一轮电商大战即将上演！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-09 22:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3708266><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 刘宝丹过去四年，曾经辉煌的阿里巴巴不断经历着调整和动荡，似乎成为了一种魔咒；2023年，阿里的市值跌到了1907.03亿美元，被拼多多超越，到年底连举办多年的年会也没有了。阿里的业务也在经受着严峻的考验。 2月7日晚，阿里公布2024财年三季报，当季共实现收入2603.48亿元，同比增长5%，创下近三个季度新低；核心电商实现收入1290.70亿，增速仅为2%。虽然CEO吴泳铭用稳健两个...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3708266\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://wallstreetcn.com/articles/3708266","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1169295879","content_text":"作者 | 刘宝丹过去四年，曾经辉煌的阿里巴巴不断经历着调整和动荡，似乎成为了一种魔咒；2023年，阿里的市值跌到了1907.03亿美元，被拼多多超越，到年底连举办多年的年会也没有了。阿里的业务也在经受着严峻的考验。 2月7日晚，阿里公布2024财年三季报，当季共实现收入2603.48亿元，同比增长5%，创下近三个季度新低；核心电商实现收入1290.70亿，增速仅为2%。虽然CEO吴泳铭用稳健两个字来形容本季的业绩，但这肯定没达预期。困顿和挫折中，阿里正在积蓄力量从谷底反弹，反攻的号角已经吹响。在过去半年，阿里用一系列大刀阔斧的人事和组织改革，来推动业绩重回增长，核心便是回归淘宝，聚焦电商，以及阿里云。为了提振投资者信心，创始人马云、永久合伙人蔡崇信近期出手增持之外，阿里宣布新增250亿美元（约合人民币1799亿元）股份回购计划。作为中国最大的电商平台，阿里的未来仍然值得期待。它将以改革者的姿态，捍卫自己的王者之位。聚焦最新出炉的阿里三季报并不令人满意。其中，占据半壁江山的淘天收入增速仅为2%，在线GMV（商品交易总额）实现正增长，相比拼多多和抖音电商等新秀，并不突出。值得一提的是，作为电商能力的延伸，阿里国际数字商业集团（AIDC）处于高速增长之中。三季度，AIDC收入同比增长 ，速卖通更实现了超过60%的订单同比增长。另一个核心主业阿里云也乏善可陈。三季度，阿里云实现营收280.66亿元，增速仅为3%；经调整EBITA利润增长了86%，盈利质量有所提高。国际物流则已成为菜鸟的重要增长动力，菜鸟三季度收入增长24%至284.76亿元。不过目前，阿里实现盈利的业务只有淘天、阿里云和刚刚扭亏的菜鸟，其余业务则大多亏损。根据财报，大文娱集团三季度经调整EBITA为亏损5.17亿元。大文娱之外，阿里在财报中将盒马、银泰、智能信息、飞猪、钉钉等归类到其他中，整体亏损了31.72亿元，同比近乎翻番。压力之下，阿里也开始收缩。阿里首席财务官徐宏在电话会上表示，公司现在专注于核心业务，投资重点主要是境内外的电商以及云计算。阿里提出，公司目前正处于重振淘天集团的过程中。吴泳铭表示，将在用户核心体验上加大投资，支持淘天重拾增长和稳固市场领导地位。另一核心业务阿里云未来仍将延续“AI驱动、公共云优先”战略。电商和阿里云之间的协同效应也有望进一步体现。吴泳铭表示，相信对AI的深入投入和研究，会对淘天的广告产品产生积极帮助。在聚焦主业的同时，阿里开始加速剥离非核心资产，持续瘦身。阿里集团董事会主席蔡崇信表示，在2024财年至今的九个月内，阿里已退出17亿美元的非核心资产，还成立了团队，研究如何进行相关上市公司的股票出售。他还称，阿里资产负债表上仍有许多传统的实体零售业务，这些并非核心业务，若退出也是合理做法，但考虑到当前有挑战的市场情况，尚需时间实现。目前来看，在阿里六大业务中，除淘天、阿里云和国际数字商业集团被确认为重点投资外，本地生活、菜鸟、大文娱和一众N业务或将面临不同的命运。近段时间，市场频传阿里将出售饿了么、盒马、银泰百货、大润发（高鑫零售旗下品牌）等，阿里多次进行辟谣或否认。在电话会上，徐宏表示，有关出售饿了么的传闻不实。他强调，饿了么是阿里集团“近场”非常重要的资产。而对于盒马和菜鸟的IPO进程，阿里表示可能会推后，因为当前的市场条件，没有办法真正反映这些业务的内在价值。阿里的一系列动作表明了，当下的重点是找回电商的主场优势，并用AI赋能，这才是决定未来的关键之战。这是一个重要转向。过去十年，互联网行业经历了疯狂扩张，大多数创业公司背后都站着BAT的身影，而如今，全行业都转向降本增效了。蓄势在多个维度上，阿里的2023年都是低落的一年。去年三月，阿里经历了史上最大的组织变革一拆六，本想通过这次变革提高市场竞争力。然而，这场大刀阔斧的改革并没有预想中顺利。2023年11月16日，阿里在二季报当天宣布，阿里云不再推进完全分拆，盒马上市暂缓，陷入僵局。两个星期后的11月30日，阿里市值被拼多多正式超过，后者凭借1958.87亿美元市值一跃成为美股市值最大的中概股，阿里昔日电商之王的地位被颠覆。无数阿里人都见证了这一时刻，并感到难以置信和沮丧失落。在此刻，马云罕见在内网发言，坚信阿里会改，阿里会变。很快，吴泳铭开启了更为大胆和直接的改革，他接过阿里云和淘天CEO，成为集阿里集团、淘天、阿里云权柄于一身的核心人物，并启用了吴嘉、处端、家洛等少壮派来管理淘宝。阿里股东在资本市场也动作频频。马云去年四季度增持了价值5000万美元的阿里香港上市股票，蔡崇信也在同期购买了价值约1.51亿美元的阿里巴巴在美国上市的股票。在此之前，马云已取代软银，重新成为阿里第一大股东。三季报发布当晚，阿里宣布新增250亿美元（约合人民币1798.4亿元）股份回购计划，上调后，未来三个财年阿里仍有353亿美元（约合人民币2539.34亿元）股份回购额度。阿里的目标是，在接下来的三个财政年度内，每年流通股票数至少净减少3%。目前来看，马云和阿里的一系列措施对提振资本市场信心起到了一定作用。阿里市值重新超过了拼多多，2023年12月26日，阿里美股市值1931.73亿美元，拼多多市值为1929.37亿美元。近日，高盛、Baird、中金等多家投行发布研报，表示看好阿里以投入促增长的进取姿态，以及同时加大股东回报的实际行动。投行Baird指出，阿里管理层的战略重点是专注于增长，包括稳固国内电商份额，扩大跨境电商业务规模，以及公共云市场的收入提速。这些举措在短期内需要增加投资，但这代表着消费习惯改变背后的更大竞争格局。在经过了一年多的组织架构调整和核心高管更迭后，阿里的发展方向愈加清晰，可以想见，为了夺回被拼多多和抖音抢去的市场份额，阿里2024年的反击力度只会更大。新一轮电商大战即将上演，这一次，阿里会是主动进攻的一方。","news_type":1},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":160102,"gmtCreate":1518629215727,"gmtModify":1704889388100,"author":{"id":"237538590329303","authorId":"237538590329303","name":"买着玩","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"237538590329303","idStr":"237538590329303"},"themes":[],"htmlText":"$微博(WB)$ 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