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倪课
2018-08-22
$小米集团-W(01810)$ 今天不用看了,百分之百暴跌,至少跌10个点,等着财报引爆吧各位
倪课
2019-10-30
$AMD(AMD)$
为什么我32.5的put居然还是亏的
倪课
2020-12-08
$Snowflake(SNOW)$
听说十四号有禁售解禁,是不是在那之前拉高到时候抛
倪课
2020-12-03
$Snowflake(SNOW)$
谁来解释为啥啊,泡沫吗
倪课
2018-09-17
$Roku Inc(ROKU)$ 到底这玩意儿还能不能涨起来
倪课
09-27
$上证指数(000001.SH)$
别骗了,拿出点真本事
倪课
2020-12-11
$Snowflake(SNOW)$
就别客气了,走到450我下车了,赶紧的
倪课
2020-12-03
$Snowflake(SNOW)$
真的就是割韭菜么,权是泡沫么
倪课
2020-09-30
$Alibaba(BABA)$
起飞啊
倪课
2019-11-29
$Alibaba(09988)$
什么时候开始跌?他不可能逆港股势头的吧
倪课
2019-11-05
2019.11.05 复盘笔记 by 倪课
2019-11-05 成本 现价 浮动收益 WINGSTOP INC(WING) 0.65 1.05 +60.32% 我哎
2019.11.05 复盘笔记 by 倪课
倪课
2018-10-05
$Yelp Inc.(YELP)$ 食屎吧你!!!!
倪课
2018-08-15
$腾讯控股(00700)$ 还不发???!财报呢?
倪课
2023-01-18
$阿里巴巴-SW(09988)$
倪课
2021-02-18
$Carvana Co.(CVNA)$
这个有这么不值得聊么,来人聊两句啊
倪课
2020-06-26
Not bad,worth reading
@复兴计划:阿里FY4Q20业绩点评:解锁万亿美元里程碑,阿里商业体扬帆再起航
倪课
2018-09-19
$Okta Inc.(OKTA)$ 还能不能行了。。。
倪课
2018-02-09
疯了吧我擦
$英伟达(NVDA)$ 疯了已经
疯了吧我擦
去老虎APP查看更多动态
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reading","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/957981025","repostId":"956384107","repostType":1,"repost":{"id":956384107,"gmtCreate":1591586026204,"gmtModify":1704195985257,"author":{"id":"3479156248791467","authorId":"3479156248791467","name":"复兴计划","avatar":"https://static.tigerbbs.com/c10d2ba3aa6d31cda64398d07bf813cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3479156248791467","idStr":"3479156248791467"},"themes":[],"title":"阿里FY4Q20业绩点评:解锁万亿美元里程碑,阿里商业体扬帆再起航","htmlText":"文章转载自公众号“文香思媒” 摘要 财年收入突破 5,000 亿,淘宝天猫收入占比首次降至 50%以下 本季度阿里总收入同比增长22.3%至1,143.1亿元,超市场预期6.8%。其中,核心商务业务收入同比增长19.0%至938.7亿元,云计算业务同比增长58.1%至122.2亿元,文娱业务同比增长4.8%至59.4亿元,创新业务及其他收入同比增长89.6%至22.9亿元。疫情影响公司盈利能力,本季度公司调整后归母净利润同比增长11.6%至251.0亿元,超预期50.4%,净利率同比降低2.1pct至22.0%。从全财年角度(2Q19-1Q20),公司总收入同比增长35.3%至5,097.1亿元,其中淘宝天猫广告佣金收入同比增长18.8%至2,464.8亿元,占总体收入的48.4%。公司调整后归母净利润同比增长40.3%至1,413.4亿元,净利率同比提升1.0pct至27.7%。 广告佣金业务短期受到一定影响,但疫情下用户仍有快速增长 本季度阿里淘宝天猫广告及佣金业务收入达454.1亿元,在疫情冲击下同比增长仅1.1%。本季度Non-GAAP EBITA达339.9亿元,同比减少2.0%,利润率同比降低2.7pct至61.8%。尽管疫情影响业务表现,但用户仍有快速增长。本季度阿里国内电商业务移动端MAU同比增长17.3%至8.46亿,环比净增2,400万(vs. 1Q19净增量2,200万),年化活跃买家同比增长11.0%至7.26亿,环比净增1,500万(vs. 1Q19净增量1,800万)。用户的快速增长带动平台成交额,阿里淘宝天猫全财年成交额达6.6万亿元,同比增长15.1%。其中,淘宝3.4万亿元,同比+8.7%,天猫3.2万亿元,同比+22.6%。 新零售业务快速成长,本地生活与支付宝协同持续 本季度阿里新零售业务(国内核心商务其他业务)收入同比增长88.4%至","listText":"文章转载自公众号“文香思媒” 摘要 财年收入突破 5,000 亿,淘宝天猫收入占比首次降至 50%以下 本季度阿里总收入同比增长22.3%至1,143.1亿元,超市场预期6.8%。其中,核心商务业务收入同比增长19.0%至938.7亿元,云计算业务同比增长58.1%至122.2亿元,文娱业务同比增长4.8%至59.4亿元,创新业务及其他收入同比增长89.6%至22.9亿元。疫情影响公司盈利能力,本季度公司调整后归母净利润同比增长11.6%至251.0亿元,超预期50.4%,净利率同比降低2.1pct至22.0%。从全财年角度(2Q19-1Q20),公司总收入同比增长35.3%至5,097.1亿元,其中淘宝天猫广告佣金收入同比增长18.8%至2,464.8亿元,占总体收入的48.4%。公司调整后归母净利润同比增长40.3%至1,413.4亿元,净利率同比提升1.0pct至27.7%。 广告佣金业务短期受到一定影响,但疫情下用户仍有快速增长 本季度阿里淘宝天猫广告及佣金业务收入达454.1亿元,在疫情冲击下同比增长仅1.1%。本季度Non-GAAP 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