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2023-06-28

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08:33","market":"us","language":"zh","title":"伯恩斯坦怀疑阿里巴巴的低股价可能是一个价值陷阱","url":"https://stock-news.laohu8.com/highlight/detail?id=2346763869","media":"金融界","summary":"低增长和竞争加剧是两大担忧。","content":"<html><head></head><body><blockquote><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>估值依然便宜，但低增长和竞争加剧是两大担忧。</blockquote><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团控股有限公司的股票可能是一个“价值陷阱”，一位刚刚下调该公司股票评级的分析师表示。</p><p>伯恩斯坦的Robin Zhu承认，阿里巴巴的股价“仍然非常便宜”。但他担心，竞争问题和艰难的营销环境将使其难以从现在开始升值。周一晚间，他将该股评级从跑赢大盘下调至市场表现，同时将其美国存托凭证目标价从130美元下调至98美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/060c93c487fa6635f45bf1598370dcd9\" tg-width=\"560\" tg-height=\"240\"/></p><p>他写道:“一年前，我们升级了阿里巴巴的评级，因为它的股票已经反映了长期的低增长，重新上市将通过更好的品类组合帮助支持增长。”“自那以来，阿里巴巴的股价一直在区间内波动——尽管估值仍然很低，但持续的低增长不再像是激进的熊市。”</p><p>虽然Robin Zhu写道，他认为阿里巴巴有潜力在6月这个季度改善其总商品量的增长，但根据阿里巴巴商家的反馈，他对“营销支出意愿不足”表示担忧。他最近的谈话表明，商家更倾向于在竞争对手平台<a href=\"https://laohu8.com/S/PDD\">拼多多</a>和抖音上花钱。</p><p>“从现在开始，季度（比较）变得更加困难，我们担心这会导致价值陷阱风险，”Robin 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202306280522038428460c&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7064c4d7d0e0e65c6e1138157a714384","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202306280522038428460c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2346763869","content_text":"阿里巴巴估值依然便宜，但低增长和竞争加剧是两大担忧。阿里巴巴集团控股有限公司的股票可能是一个“价值陷阱”，一位刚刚下调该公司股票评级的分析师表示。伯恩斯坦的Robin Zhu承认，阿里巴巴的股价“仍然非常便宜”。但他担心，竞争问题和艰难的营销环境将使其难以从现在开始升值。周一晚间，他将该股评级从跑赢大盘下调至市场表现，同时将其美国存托凭证目标价从130美元下调至98美元。他写道:“一年前，我们升级了阿里巴巴的评级，因为它的股票已经反映了长期的低增长，重新上市将通过更好的品类组合帮助支持增长。”“自那以来，阿里巴巴的股价一直在区间内波动——尽管估值仍然很低，但持续的低增长不再像是激进的熊市。”虽然Robin Zhu写道，他认为阿里巴巴有潜力在6月这个季度改善其总商品量的增长，但根据阿里巴巴商家的反馈，他对“营销支出意愿不足”表示担忧。他最近的谈话表明，商家更倾向于在竞争对手平台拼多多和抖音上花钱。“从现在开始，季度（比较）变得更加困难，我们担心这会导致价值陷阱风险，”Robin Zhu继续说道。他指出，如果核心电子商务领域的竞争问题得不到解决，他“不相信低市盈率和适度的每股收益（EPS）增长能够推动持久的股价表现。”阿里巴巴正处于重大转型之中，计划剥离其云计算业务，并改组剩下的公司的领导层。此次分拆尤其旨在释放股东价值，其思路是，阿里巴巴庞大企业的各个部门可以单独获得更高的估值。Robin Zhu说，他不太确定此举将如何发挥作用。他写道:“关于云计算的分拆，我们的主要问题涉及与潜在的美国制裁风险相关的适当折扣、私营部门的商业情绪，以及……有多少阿里巴巴股东愿意在第一天出售。”他最近下调了这部分业务的目标市盈率，指出其中30%与私有云或混合云服务有关，这一领域可能会继续拖累增长和利润率。阿里巴巴有兴趣分拆其菜鸟物流业务和生鲜杂货业务，但Robin Zhu怀疑投资者是否会“给予太多信任”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}