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2021-08-25
$阿里巴巴-SW(09988)$
又咋了
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2021-05-22
啥呀这是，深度不够啊
抱歉，原内容已删除
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2021-05-11
$阿里巴巴-SW(09988)$
干就完了，加
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2021-01-13
$阿里巴巴-SW(09988)$
把我们以前的买给美日的股份买回来
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2020-11-26
$阿里巴巴-SW(09988)$
干得漂亮，成功狙击美股，别以为港股只能涨
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2020-11-19
喋喋不休 是谁昏了头
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2019-12-06
$阿里巴巴(BABA)$
每一天都能感觉到这个巨大的公司仍然在快速成长
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href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>干得漂亮，成功狙击美股，别以为港股只能涨","text":"$阿里巴巴-SW(09988)$干得漂亮，成功狙击美股，别以为港股只能涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/393736888","isVote":1,"tweetType":1,"viewCount":2240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":133974772,"gmtCreate":1621692021196,"gmtModify":1621692021196,"author":{"id":"3530768520474648","authorId":"3530768520474648","name":"相助","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3530768520474648","authorIdStr":"3530768520474648"},"themes":[],"htmlText":"啥呀这是，深度不够啊","listText":"啥呀这是，深度不够啊","text":"啥呀这是，深度不够啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/133974772","repostId":"1178719059","repostType":2,"repost":{"id":"1178719059","kind":"news","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团，引入百年历史的《巴伦》（Barron's）独家内容，打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"巴伦周刊","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1621570150,"share":"https://www.laohu8.com/m/news/1178719059?lang=&edition=full","pubTime":"2021-05-21 12:09","market":"us","language":"zh","title":"入手阿里巴巴？不是现在！","url":"https://stock-news.laohu8.com/highlight/detail?id=1178719059","media":"巴伦周刊","summary":"阿里巴巴将经历困难，投资者可以再等等。","content":"<p>作者：列什马·卡帕迪亚</p>\n<p>随着中国监管压力的加剧，<a href=\"https://laohu8.com/S/BABA.US\">阿里巴巴</a>控股集团的股价自去年秋天以来已下跌了近三分之一。除了监管，这家中国互联网巨头面临还可能面临更多的挑战，对于投资者来说，现在可能不是逢低买入的好时机。</p>\n<p>监管始于蚂蚁金服IPO被意外叫停，而阿里巴巴拥有该公司约三分之一的股份。此后，监管不断发酵，成为笼罩在一度飞速发展的中国科技巨头头顶的阴影。在过去的三个月中，这一压力越来越沉重。重仓互联网股票的中国ETF-iShares MSCI(MCHI)在这期间下跌了近19％，同期标准普尔500指数上涨超6％。</p>\n<p>受28亿美元反垄断罚款影响，阿里巴巴上周公布了其上市以来的首次季度经营亏损，并表示将加大投入，抵御竞争。多数人预计，随着监管机构试图通过加强对垄断公司的管理来改善竞争格局，中国的反垄断努力将继续下去，与美国和欧洲正在考虑加大对互联网巨头的监管类似。在中国，政策制定者依赖科技创新带来经济发展，从长远来看，这些举措可以帮助改善科技创新环境。</p>\n<p>但在贾斯汀·勒沃伦斯(Justin Leverenz)看来，相较于监管压力，市场竞争对阿里巴巴基本面的威胁更大。他是景顺发展市场基金(ODMAX)的经理，管理近500亿美元资产，也是阿里巴巴的长期投资者。出于这一因素，他调整了阿里巴巴的仓位，从2019年秋季的9%的高点减持至2021年第一季度末的低于3%。</p>\n<p>勒沃伦斯对《巴伦周刊》表示：「阿里帝国太过强大，又过于狂飙突进，不仅是对监管机构而言，而且对其自身发挥协同作用并正常推进事务运转的能力而言也是。」在其核心的电商业务板块，阿里巴巴面对来自拼多多(PDD)等公司的激烈竞争。阿里巴巴的许多原始合伙人的财富和时间都绑在了蚂蚁金服和其他外部企业上，而创始人马云又退出公司日常管理，勒沃伦斯担心该公司「已经失去了魔力」。</p>\n<p>若要对阿里巴巴的态度想要变得积极，勒沃伦斯认为这家公司需要变更特色凸显，专注于核心电子商务，而非把精力放在在线视频、食品配送、新零售这些在他看来「赢不了的战斗」中，并积极考虑东南亚的整合机会。另外一个激进的做法是令蚂蚁金服及支付宝平台成为其战略核心，以此建立一个能抗衡腾讯微信等竞争对手的分销平台，强化忠诚度和会员产品，给其核心业务带来利好。</p>\n<p>华尔街对阿里巴巴的看法更为乐观，FactSet上大多数分析师给予该股买入评级，平均目标价为301美元，较当前价格具有40％以上的上涨空间。但Bernstein的中国互联网分析师Robin Zhu在给客户的一份报告中写道，阿里巴巴表现出其将优先考虑营收增长，而非新战略举措带来的损失，因此有理由保持谨慎。</p>\n<p>Robin Zhu写道，2022财年，如果阿里巴巴在新战略举措的损失达到「数百亿元人民币」，那「几乎肯定会触发华尔街对其营收预期的进一步下调」。他认为，社区集体采购及食品配送等领域，阿里巴巴没有证据能证明其市场份额又显著明显增长，这令人担忧，他对阿里巴巴的评级为「中性」，目标股价为260美元。</p>\n<p>这可能意味着阿里巴巴将经历困难，投资者可以再等等。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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入手阿里巴巴？不是现在！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">巴伦周刊 </p>\n<p class=\"h-time\">2021-05-21 12:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>作者：列什马·卡帕迪亚</p>\n<p>随着中国监管压力的加剧，<a href=\"https://laohu8.com/S/BABA.US\">阿里巴巴</a>控股集团的股价自去年秋天以来已下跌了近三分之一。除了监管，这家中国互联网巨头面临还可能面临更多的挑战，对于投资者来说，现在可能不是逢低买入的好时机。</p>\n<p>监管始于蚂蚁金服IPO被意外叫停，而阿里巴巴拥有该公司约三分之一的股份。此后，监管不断发酵，成为笼罩在一度飞速发展的中国科技巨头头顶的阴影。在过去的三个月中，这一压力越来越沉重。重仓互联网股票的中国ETF-iShares MSCI(MCHI)在这期间下跌了近19％，同期标准普尔500指数上涨超6％。</p>\n<p>受28亿美元反垄断罚款影响，阿里巴巴上周公布了其上市以来的首次季度经营亏损，并表示将加大投入，抵御竞争。多数人预计，随着监管机构试图通过加强对垄断公司的管理来改善竞争格局，中国的反垄断努力将继续下去，与美国和欧洲正在考虑加大对互联网巨头的监管类似。在中国，政策制定者依赖科技创新带来经济发展，从长远来看，这些举措可以帮助改善科技创新环境。</p>\n<p>但在贾斯汀·勒沃伦斯(Justin Leverenz)看来，相较于监管压力，市场竞争对阿里巴巴基本面的威胁更大。他是景顺发展市场基金(ODMAX)的经理，管理近500亿美元资产，也是阿里巴巴的长期投资者。出于这一因素，他调整了阿里巴巴的仓位，从2019年秋季的9%的高点减持至2021年第一季度末的低于3%。</p>\n<p>勒沃伦斯对《巴伦周刊》表示：「阿里帝国太过强大，又过于狂飙突进，不仅是对监管机构而言，而且对其自身发挥协同作用并正常推进事务运转的能力而言也是。」在其核心的电商业务板块，阿里巴巴面对来自拼多多(PDD)等公司的激烈竞争。阿里巴巴的许多原始合伙人的财富和时间都绑在了蚂蚁金服和其他外部企业上，而创始人马云又退出公司日常管理，勒沃伦斯担心该公司「已经失去了魔力」。</p>\n<p>若要对阿里巴巴的态度想要变得积极，勒沃伦斯认为这家公司需要变更特色凸显，专注于核心电子商务，而非把精力放在在线视频、食品配送、新零售这些在他看来「赢不了的战斗」中，并积极考虑东南亚的整合机会。另外一个激进的做法是令蚂蚁金服及支付宝平台成为其战略核心，以此建立一个能抗衡腾讯微信等竞争对手的分销平台，强化忠诚度和会员产品，给其核心业务带来利好。</p>\n<p>华尔街对阿里巴巴的看法更为乐观，FactSet上大多数分析师给予该股买入评级，平均目标价为301美元，较当前价格具有40％以上的上涨空间。但Bernstein的中国互联网分析师Robin Zhu在给客户的一份报告中写道，阿里巴巴表现出其将优先考虑营收增长，而非新战略举措带来的损失，因此有理由保持谨慎。</p>\n<p>Robin Zhu写道，2022财年，如果阿里巴巴在新战略举措的损失达到「数百亿元人民币」，那「几乎肯定会触发华尔街对其营收预期的进一步下调」。他认为，社区集体采购及食品配送等领域，阿里巴巴没有证据能证明其市场份额又显著明显增长，这令人担忧，他对阿里巴巴的评级为「中性」，目标股价为260美元。</p>\n<p>这可能意味着阿里巴巴将经历困难，投资者可以再等等。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8761c485311ba8557ca1dc2ce6f42088","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178719059","content_text":"作者：列什马·卡帕迪亚\n随着中国监管压力的加剧，阿里巴巴控股集团的股价自去年秋天以来已下跌了近三分之一。除了监管，这家中国互联网巨头面临还可能面临更多的挑战，对于投资者来说，现在可能不是逢低买入的好时机。\n监管始于蚂蚁金服IPO被意外叫停，而阿里巴巴拥有该公司约三分之一的股份。此后，监管不断发酵，成为笼罩在一度飞速发展的中国科技巨头头顶的阴影。在过去的三个月中，这一压力越来越沉重。重仓互联网股票的中国ETF-iShares MSCI(MCHI)在这期间下跌了近19％，同期标准普尔500指数上涨超6％。\n受28亿美元反垄断罚款影响，阿里巴巴上周公布了其上市以来的首次季度经营亏损，并表示将加大投入，抵御竞争。多数人预计，随着监管机构试图通过加强对垄断公司的管理来改善竞争格局，中国的反垄断努力将继续下去，与美国和欧洲正在考虑加大对互联网巨头的监管类似。在中国，政策制定者依赖科技创新带来经济发展，从长远来看，这些举措可以帮助改善科技创新环境。\n但在贾斯汀·勒沃伦斯(Justin Leverenz)看来，相较于监管压力，市场竞争对阿里巴巴基本面的威胁更大。他是景顺发展市场基金(ODMAX)的经理，管理近500亿美元资产，也是阿里巴巴的长期投资者。出于这一因素，他调整了阿里巴巴的仓位，从2019年秋季的9%的高点减持至2021年第一季度末的低于3%。\n勒沃伦斯对《巴伦周刊》表示：「阿里帝国太过强大，又过于狂飙突进，不仅是对监管机构而言，而且对其自身发挥协同作用并正常推进事务运转的能力而言也是。」在其核心的电商业务板块，阿里巴巴面对来自拼多多(PDD)等公司的激烈竞争。阿里巴巴的许多原始合伙人的财富和时间都绑在了蚂蚁金服和其他外部企业上，而创始人马云又退出公司日常管理，勒沃伦斯担心该公司「已经失去了魔力」。\n若要对阿里巴巴的态度想要变得积极，勒沃伦斯认为这家公司需要变更特色凸显，专注于核心电子商务，而非把精力放在在线视频、食品配送、新零售这些在他看来「赢不了的战斗」中，并积极考虑东南亚的整合机会。另外一个激进的做法是令蚂蚁金服及支付宝平台成为其战略核心，以此建立一个能抗衡腾讯微信等竞争对手的分销平台，强化忠诚度和会员产品，给其核心业务带来利好。\n华尔街对阿里巴巴的看法更为乐观，FactSet上大多数分析师给予该股买入评级，平均目标价为301美元，较当前价格具有40％以上的上涨空间。但Bernstein的中国互联网分析师Robin Zhu在给客户的一份报告中写道，阿里巴巴表现出其将优先考虑营收增长，而非新战略举措带来的损失，因此有理由保持谨慎。\nRobin 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