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啦啦啦ck
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啦啦啦ck
09-19
$礼来(LLY)$
垃圾。跑不赢科技股也就算了。居然绿了!
啦啦啦ck
04-05
$特斯拉(TSLA)$
卷不过,比亚迪小米
啦啦啦ck
02-26
$伯克希尔B(BRK.B)$
这踏马垃圾[捂脸] [捂脸] [捂脸]
啦啦啦ck
02-23
$纳斯达克(.IXIC)$
完了[龇牙] [流泪] ,今晚还能涨吗?
啦啦啦ck
02-06
$特斯拉(TSLA)$
特斯拉到底怎么了?从300跌下来的
啦啦啦ck
01-31
$苹果(AAPL)$
都不看好苹果财报?
啦啦啦ck
2023-11-15
$纳斯达克(.IXIC)$
所以美联储真的要降息了?天天这么涨,看不懂啊
啦啦啦ck
2023-11-09
$纳斯达克(.IXIC)$
绷不住了。空军投降。最近两周太噩梦了。11.02就该投降
啦啦啦ck
2023-10-26
$极兔速递-W(01519)$
一个破快递,一千亿人民币?
啦啦啦ck
2023-10-20
可以看看有没有550的机会
@小虎不下山:
$诺和诺德(NVO)$
$礼来(LLY)$
$诺和诺德(NVO)$
和
$礼来(LLY)$
减肥药的今日大调整可能是一次难得的低吸机会。投资者可以密切关注这一行业,以寻找可能的投资机会,但仍需小心谨慎
啦啦啦ck
2023-08-20
$纳斯达克(.IXIC)$
各位大佬,中期走势有想法么?
啦啦啦ck
2023-08-19
$NVDA 20230818 437.5 PUT$
我好机智啊,感谢英伟达
啦啦啦ck
2023-08-18
$纳斯达克(.IXIC)$
A股崩完美股崩,也不知道最近造了什么孽
啦啦啦ck
2023-08-18
$礼来(LLY)$
买了四张末日call,求大佬涨涨
啦啦啦ck
2023-08-18
谁能告诉我为啥呢?//
@理财王道
:
$纳斯达克(.IXIC)$
熊市了
@理财王道:
$纳斯达克(.IXIC)$
熊市了
啦啦啦ck
2023-08-17
$纳斯达克(.IXIC)$
大哥够了吧?三连阴?
啦啦啦ck
2023-08-17
$纳斯达克(.IXIC)$
不要三连跌
啦啦啦ck
2023-08-15
$NQ100指数主连 2309(NQmain)$
咋盘前又跌了
啦啦啦ck
2023-08-10
消费复苏?我估计拼多多财报更好
财报前瞻 | 阿里巴巴核心电商业务回暖,云业务竞争力稳步前进
啦啦啦ck
2023-08-03
$纳斯达克(.IXIC)$
突然对纳斯达克没信心了[流泪] [流泪] [流泪]
去老虎APP查看更多动态
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[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/278265366757384","isVote":1,"tweetType":1,"viewCount":1744,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4130076081319850","authorId":"4130076081319850","name":"石村石昊","avatar":"https://static.tigerbbs.com/dbc4e3e272b36b54f0e8a6b561a2c332","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"4130076081319850","idStr":"4130076081319850"},"content":"这个股不适合做短期,你被套了?","text":"这个股不适合做短期,你被套了?","html":"这个股不适合做短期,你被套了?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":277075879854360,"gmtCreate":1708674691893,"gmtModify":1708687553056,"author":{"id":"3489375684122738","authorId":"3489375684122738","name":"啦啦啦ck","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3489375684122738","idStr":"3489375684122738"},"themes":[],"htmlText":"<a 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特斯拉到底怎么了?从300跌下来的","text":"$特斯拉(TSLA)$ 特斯拉到底怎么了?从300跌下来的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/271071422255232","isVote":1,"tweetType":1,"viewCount":2103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268702255710304,"gmtCreate":1706632048690,"gmtModify":1706632049735,"author":{"id":"3489375684122738","authorId":"3489375684122738","name":"啦啦啦ck","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3489375684122738","idStr":"3489375684122738"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>都不看好苹果财报?","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>都不看好苹果财报?","text":"$苹果(AAPL)$ 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所以美联储真的要降息了?天天这么涨,看不懂啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241727124811840","isVote":1,"tweetType":1,"viewCount":1197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":239674521420080,"gmtCreate":1699538101948,"gmtModify":1699538103077,"author":{"id":"3489375684122738","authorId":"3489375684122738","name":"啦啦啦ck","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3489375684122738","idStr":"3489375684122738"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>绷不住了。空军投降。最近两周太噩梦了。11.02就该投降","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a>绷不住了。空军投降。最近两周太噩梦了。11.02就该投降","text":"$纳斯达克(.IXIC)$ 绷不住了。空军投降。最近两周太噩梦了。11.02就该投降","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/239674521420080","isVote":1,"tweetType":1,"viewCount":1387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":234575081845032,"gmtCreate":1698297171267,"gmtModify":1698298555551,"author":{"id":"3489375684122738","authorId":"3489375684122738","name":"啦啦啦ck","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3489375684122738","idStr":"3489375684122738"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01519\">$极兔速递-W(01519)$ </a>一个破快递,一千亿人民币?","listText":"<a href=\"https://laohu8.com/S/01519\">$极兔速递-W(01519)$ </a>一个破快递,一千亿人民币?","text":"$极兔速递-W(01519)$ 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年二季度)财报。天风证券分析师认为23年消费复苏有望带动阿里巴巴核心电商业务回暖;云业务、国际电商业务的竞争力稳步前进;其他业务预计实现稳定增长。</p><p><strong>天风证券预计FY24Q1阿里巴巴收入为2265.3亿元,yoy增长10.2%;</strong>预计FY24Q1公司经调整EBITA399.4亿元,yoy+16%,EBITAMargin17.6%;天风证券预计Non-GAAP净利润387.0亿元,yoy+23.4%;Non-GAAPMargin17.1%,yoy+1.8pcts。</p><p>2023年6月20日,阿里巴巴控股集团董事会主席兼CEO张勇宣布,阿里的自我变革正顺利平稳推进,1+6+N的全新业务集群基本成型,各业务集团董事会已开始运行,多个业务的上市和融资计划也已开展,控股集团将主要承担创新孵化大本营角色,整个阿里巴巴正以全新姿态奔向未来。天风证券认为阿里巴巴组织架构变革持续推进,1+6+N全新业务集群基本成型,有利于公司未来发展。</p><p><strong>核心电商业务持续恢复,</strong>23年消费复苏有望带动电商业务回暖。天风证券预计1QFY24阿里巴巴中国商业收入达1526.7亿元,yoy+7.6%。23Q2整体居民零售消费持续增长,4月/5月社会消费品零售总额同比变动为18.4%/12.7%;线上消费恢复情况良好,4月/5月线上实物商品零售总额同比变动22%/10.8%,快递量同比变动3.3%/+20.5%。阿里电商作为线上零售最大平台,考虑到:</p><p>1)直播带货与传统电商加速融合,线上零售竞争愈发激烈;</p><p>2)阿里在本季度大力推出天猫母亲节、进口狂欢节、618年中大促、聚划算66大聚惠等活动,天风证券预计阿里巴巴中国商业收入增速回正,yoy+7.6%。</p><p style=\"text-align: left;\"><strong>云业务、国际电商业务的竞争力稳步前进</strong></p><p style=\"text-align: left;\"><strong>云业务:天风证券预计FY24Q1云业务整体收入yoy+7.0%。</strong>4月26日,阿里云宣布启动“史上最大规模降价”,核心产品全线下调15%-50%,其中存储产品最高降价50%。天风证券认为大规模降价有利于扩展用户基础和规模,短期调价虽会导致ARPU提升受影响,但长期来看有利于抢占市场空间或将为阿里云业务提升收入空间。</p><p style=\"text-align: left;\"><strong>国际商业:天风证券预计FY24Q1国际商业分部收入yoy+20.8%。</strong>主要受几方面因素驱动:</p><p style=\"text-align: left;\">1)Lazada流量保持上升,核心竞争对手策略改变或提供机遇使公司提升市场份额,同时公司积极提升货币化水准。</p><p style=\"text-align: left;\">2)Trendyol再度加码欧洲市场,阿塞拜疆平台5月3日上线;</p><p style=\"text-align: left;\">3)速卖通(AliExpress)联合菜鸟推出全球5日达服务,从重点国家初步形成,努力让跨境包裹实现5个工作日即达。</p><p style=\"text-align: left;\"><strong>其他业务预计实现稳定增长</strong></p><p style=\"text-align: left;\"><strong>天风证券预计FY24Q1本地生活收入yoy+28.1%,受益于疫后经济复苏,线下消费回暖预计本季度收入环比增速恢复正增长;</strong>菜鸟收入yoy+20.9%,自营快递“丹鸟直送”升级“菜鸟速递”,扩充网点、搭建跨省的干线运输、转运中心等基础设施,升级为全国性的快递;预计DME收入yoy+3.2%。</p><p style=\"text-align: left;\"><strong>蚂蚁集团整改落地,回购部分股份补充员工激励池</strong></p><p style=\"text-align: left;\"><strong>7月7日,证监会宣布金融管理部门善始善终推进平台企业金融业务整改,着力提升平台企业常态化金融监管水平,并对蚂蚁集团及旗下机构处以罚款(含没收违法所得)71.23亿元。</strong>7月8日,蚂蚁集团发布公告,为补充员工激励池以持续吸引人才,将以自有资金回购股份,回购比例不超过总股本的7.6%。天风证券认为,蚂蚁集团整改的落地基本上宣布对于平台金融业务的集中整改阶段性告一段落,未来平台金融业务监管迈入常态化阶段。</p><p style=\"text-align: left;\"><strong>投资建议:自3月底阿里集团组织架构变革以来,阿里持续进行人事调整及策略变革,淘天集团着重强调以用户为先,同时云业务、菜鸟业务、盒马等多项业务披露上市进展,组织架构调整后基本面有望进一步恢复核心电商业务有望扭转现有困境、稳住乃至提高市场份额。</strong>同时,近期平台金融处罚落地有利于提振市场对大型平台风险偏好。考虑到宏观经济仍具有一定不确定性,天风证券小幅度下修盈利预测,预计阿里巴巴FY2023-2025年收入为8687/9849/10952亿元(前值为8745/9919/10959亿元),同比增长1.8%/13.4%/11.2%;FY2023-2025年归属股东净利润(Non-GAAP)1414/1670/1737亿元(前值1451/1791/1911亿元),同比增长3.7%/18.1%/4.0%,维持“买入”评级。</p><p style=\"text-align: left;\"><strong>风险提示:宏观经济下行、疫情反复,消费疲软;</strong>政策监管风险;电商行业竞争加剧;新业务发展不及预期。</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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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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财报前瞻 | 阿里巴巴核心电商业务回暖,云业务竞争力稳步前进\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" 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\">2023-08-08 11:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>阿里巴巴将于8月10日公布新财报。天风证券分析师认为2023年消费复苏有望带动阿里巴巴核心电商业务回暖;云业务、国际电商业务的竞争力稳步前进;其他业务预计实现稳定增长。</blockquote><p>阿里巴巴将于8月10日公布 2024 财年第一季度(2023 年二季度)财报。天风证券分析师认为23年消费复苏有望带动阿里巴巴核心电商业务回暖;云业务、国际电商业务的竞争力稳步前进;其他业务预计实现稳定增长。</p><p><strong>天风证券预计FY24Q1阿里巴巴收入为2265.3亿元,yoy增长10.2%;</strong>预计FY24Q1公司经调整EBITA399.4亿元,yoy+16%,EBITAMargin17.6%;天风证券预计Non-GAAP净利润387.0亿元,yoy+23.4%;Non-GAAPMargin17.1%,yoy+1.8pcts。</p><p>2023年6月20日,阿里巴巴控股集团董事会主席兼CEO张勇宣布,阿里的自我变革正顺利平稳推进,1+6+N的全新业务集群基本成型,各业务集团董事会已开始运行,多个业务的上市和融资计划也已开展,控股集团将主要承担创新孵化大本营角色,整个阿里巴巴正以全新姿态奔向未来。天风证券认为阿里巴巴组织架构变革持续推进,1+6+N全新业务集群基本成型,有利于公司未来发展。</p><p><strong>核心电商业务持续恢复,</strong>23年消费复苏有望带动电商业务回暖。天风证券预计1QFY24阿里巴巴中国商业收入达1526.7亿元,yoy+7.6%。23Q2整体居民零售消费持续增长,4月/5月社会消费品零售总额同比变动为18.4%/12.7%;线上消费恢复情况良好,4月/5月线上实物商品零售总额同比变动22%/10.8%,快递量同比变动3.3%/+20.5%。阿里电商作为线上零售最大平台,考虑到:</p><p>1)直播带货与传统电商加速融合,线上零售竞争愈发激烈;</p><p>2)阿里在本季度大力推出天猫母亲节、进口狂欢节、618年中大促、聚划算66大聚惠等活动,天风证券预计阿里巴巴中国商业收入增速回正,yoy+7.6%。</p><p style=\"text-align: left;\"><strong>云业务、国际电商业务的竞争力稳步前进</strong></p><p style=\"text-align: left;\"><strong>云业务:天风证券预计FY24Q1云业务整体收入yoy+7.0%。</strong>4月26日,阿里云宣布启动“史上最大规模降价”,核心产品全线下调15%-50%,其中存储产品最高降价50%。天风证券认为大规模降价有利于扩展用户基础和规模,短期调价虽会导致ARPU提升受影响,但长期来看有利于抢占市场空间或将为阿里云业务提升收入空间。</p><p style=\"text-align: left;\"><strong>国际商业:天风证券预计FY24Q1国际商业分部收入yoy+20.8%。</strong>主要受几方面因素驱动:</p><p style=\"text-align: left;\">1)Lazada流量保持上升,核心竞争对手策略改变或提供机遇使公司提升市场份额,同时公司积极提升货币化水准。</p><p style=\"text-align: left;\">2)Trendyol再度加码欧洲市场,阿塞拜疆平台5月3日上线;</p><p style=\"text-align: left;\">3)速卖通(AliExpress)联合菜鸟推出全球5日达服务,从重点国家初步形成,努力让跨境包裹实现5个工作日即达。</p><p style=\"text-align: left;\"><strong>其他业务预计实现稳定增长</strong></p><p style=\"text-align: left;\"><strong>天风证券预计FY24Q1本地生活收入yoy+28.1%,受益于疫后经济复苏,线下消费回暖预计本季度收入环比增速恢复正增长;</strong>菜鸟收入yoy+20.9%,自营快递“丹鸟直送”升级“菜鸟速递”,扩充网点、搭建跨省的干线运输、转运中心等基础设施,升级为全国性的快递;预计DME收入yoy+3.2%。</p><p style=\"text-align: left;\"><strong>蚂蚁集团整改落地,回购部分股份补充员工激励池</strong></p><p style=\"text-align: left;\"><strong>7月7日,证监会宣布金融管理部门善始善终推进平台企业金融业务整改,着力提升平台企业常态化金融监管水平,并对蚂蚁集团及旗下机构处以罚款(含没收违法所得)71.23亿元。</strong>7月8日,蚂蚁集团发布公告,为补充员工激励池以持续吸引人才,将以自有资金回购股份,回购比例不超过总股本的7.6%。天风证券认为,蚂蚁集团整改的落地基本上宣布对于平台金融业务的集中整改阶段性告一段落,未来平台金融业务监管迈入常态化阶段。</p><p style=\"text-align: left;\"><strong>投资建议:自3月底阿里集团组织架构变革以来,阿里持续进行人事调整及策略变革,淘天集团着重强调以用户为先,同时云业务、菜鸟业务、盒马等多项业务披露上市进展,组织架构调整后基本面有望进一步恢复核心电商业务有望扭转现有困境、稳住乃至提高市场份额。</strong>同时,近期平台金融处罚落地有利于提振市场对大型平台风险偏好。考虑到宏观经济仍具有一定不确定性,天风证券小幅度下修盈利预测,预计阿里巴巴FY2023-2025年收入为8687/9849/10952亿元(前值为8745/9919/10959亿元),同比增长1.8%/13.4%/11.2%;FY2023-2025年归属股东净利润(Non-GAAP)1414/1670/1737亿元(前值1451/1791/1911亿元),同比增长3.7%/18.1%/4.0%,维持“买入”评级。</p><p style=\"text-align: left;\"><strong>风险提示:宏观经济下行、疫情反复,消费疲软;</strong>政策监管风险;电商行业竞争加剧;新业务发展不及预期。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175101649","content_text":"阿里巴巴将于8月10日公布新财报。天风证券分析师认为2023年消费复苏有望带动阿里巴巴核心电商业务回暖;云业务、国际电商业务的竞争力稳步前进;其他业务预计实现稳定增长。阿里巴巴将于8月10日公布 2024 财年第一季度(2023 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