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庚子年入市

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庚子年入市

2021-05-06

$海底捞(06862)$2000多亿市值，给股东回报股息收益0.05%。请问投资者买入你目的是什么。

庚子年入市

2021-05-12

狗币是世界的未来、人民需要狗币！因为比特币是火星情报局和月球人共同开发的。

抱歉，原内容已删除

庚子年入市

2021-04-30

钢材价格大涨、2020年亏损，2021Q1收益大增后市看多。

抱歉，原内容已删除

庚子年入市

2021-04-23

$美国钢铁(X)$铁矿石大涨！这个公司垄断了大量铁矿资源！躺赚企业！

庚子年入市

10-10

$上證指數(000001.SH)$

庚子年入市

10-09

$深證成指(399001)$

庚子年入市

2021-04-21

$美国钢铁(X)$庄家凌波微步，上串下跳。千万别买。

庚子年入市

2021-04-14

CEO表示影响不大！

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庚子年入市

2021-04-14

CEO说了影响不大

抱歉，原内容已删除

庚子年入市

2021-04-14

无惧监管，继续上涨。

抱歉，原内容已删除

庚子年入市

2021-04-13

CEO回复影响不大大涨回应

抱歉，原内容已删除

庚子年入市

2021-04-13

$辉瑞(PFE)$伟大公司

庚子年入市

2021-04-13

$辉瑞(PFE)$伟大的公司！青霉素的发明者。

庚子年入市

2021-04-13

CEO 回复影响不大大涨回应

阿里后市怎么走？多家券商维持对其买入评级

庚子年入市

2021-04-13

毫无办法大涨回应！

抱歉，原内容已删除

庚子年入市

2021-04-13

九牛一毛，影响不大。

阿里巴巴回应被处罚：诚恳接受，坚决服从

庚子年入市

2021-04-13

必须的！大涨一波走起！

招商证券点评阿里巴巴反垄断处罚事件：靴子落地影响可控，核心竞争力仍然稳固

庚子年入市

2021-04-13

影响不大。啊里不惧

阿里CEO张勇等高管回应处罚：对业务没有实质负面影响

庚子年入市

2021-04-13

不惧监管大涨如红！

抱歉，原内容已删除

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04:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>April 29 (Reuters) - United States Steel Corp   :</p><p>   * ORATION REPORTS FIRST QUARTER 2021 RESULTS</p><p>   * Q1 ADJUSTED EARNINGS PER SHARE $1.08</p><p>   * Q1 EARNINGS PER SHARE $0.35</p><p>   * QTRLY NET SALES $3,664 MILLION VERSUS $2,748 MILLION</p><p>   * Q1 EARNINGS PER SHARE VIEW $0.91, REVENUE VIEW $3.68 BILLION -- REFINITIV IBES DATA</p><p>Source text for Eikon:    Further company coverage:   </p><p> ((Reuters.Briefs@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"X":"美国钢铁"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2131314645","content_text":"April 29 (Reuters) - United States Steel Corp   :   * ORATION REPORTS FIRST QUARTER 2021 RESULTS   * Q1 ADJUSTED EARNINGS 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18:54","market":"hk","language":"zh","title":"重大突发：刚刚蚂蚁集团再次被监管约谈 释放哪些重磅信号？","url":"https://stock-news.laohu8.com/highlight/detail?id=2126066300","media":"中国基金报","summary":"刚刚，蚂蚁集团再次被监管约谈！释放哪些重磅信号？　　阿里巴巴被罚了180多亿之后，蚂蚁集团今天又被约谈了。　　据新华社报道，2021年4月12日，人民银行、银保监会、证监会、外汇局等金融管理部门再次联合约谈蚂蚁集团。　　3、蚂蚁集团整体申设为金融控股公司，所有从事金融活动的机构全部纳入金融控股公司接受监管，健全风险隔离措施，规范关联交易。","content":"<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　重大突发！刚刚，蚂蚁集团再次被监管约谈！释放哪些重磅信号？\n　　阿里巴巴被罚了180多亿之后，蚂蚁集团今天又被约谈了。\n　　据新华社报道，2021年4月12日，人民银行、银保监会、证监会、外汇局等金融管理部门再次联合约谈蚂蚁集团。\n\n　　基金君看了一下，有五大要点。其中：\n　　1、在支付方式上给消费者更多选择权，断开...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/s/2021-04-12/doc-ikmyaawa9268693.shtml\">Web Link</a>\n\n</div>\n","source":"sina","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\" 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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重大突发：刚刚蚂蚁集团再次被监管约谈 释放哪些重磅信号？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-12 18:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/s/2021-04-12/doc-ikmyaawa9268693.shtml><strong>中国基金报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　重大突发！刚刚，蚂蚁集团再次被监管约谈！释放哪些重磅信号？\n　　阿里巴巴被罚了180多亿之后，蚂蚁集团今天又被约谈了。\n　　据新华社报道，2021年4月12日，人民银行、银保监会、证监会、外汇局等金融管理部门再次联合约谈蚂蚁集团。\n\n　　基金君看了一下，有五大要点。其中：\n　　1、在支付方式上给消费者更多选择权，断开...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/s/2021-04-12/doc-ikmyaawa9268693.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/598f4e2e8a43f759891128fc6e45eefc","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/s/2021-04-12/doc-ikmyaawa9268693.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2126066300","content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　重大突发！刚刚，蚂蚁集团再次被监管约谈！释放哪些重磅信号？\n　　阿里巴巴被罚了180多亿之后，蚂蚁集团今天又被约谈了。\n　　据新华社报道，2021年4月12日，人民银行、银保监会、证监会、外汇局等金融管理部门再次联合约谈蚂蚁集团。\n\n　　基金君看了一下，有五大要点。其中：\n　　1、在支付方式上给消费者更多选择权，断开支付宝与“花呗”“借呗”等其他金融产品的不当连接，纠正在支付链路中嵌套信贷业务等违规行为。\n　　2、打破信息垄断，遵循“合法、最低、必要”原则收集和使用个人信息，保障个人和国家信息安全。\n　　3、蚂蚁集团整体申设为金融控股公司，所有从事金融活动的机构全部纳入金融控股公司接受监管，健全风险隔离措施，规范关联交易。\n　　4、严格落实审慎监管要求，完善公司治理，认真整改违规信贷、保险、理财等金融活动，控制高杠杆和风险传染。\n　　5、管控重要基金产品流动性风险，主动压降余额宝余额。\n　　以下是中国人民银行副行长潘功胜就金融管理部门再次约谈蚂蚁集团情况答记者问\n　　Q：金融管理部门再次约谈蚂蚁集团有什么考虑？\n　　A：党的十九届五中全会、中央经济工作会议及中央财经委员会第九次会议明确提出，要强化反垄断和防止资本无序扩张，切实防范风险。要从构筑国家竞争新优势的战略高度出发，建立健全平台经济治理体系，推动平台经济规范健康持续发展。\n　　自去年12月份四部门联合监管约谈以来，蚂蚁集团建立专门团队，在金融管理部门指导下制定整改方案，积极开展整改工作。此次金融管理部门再次联合约谈蚂蚁集团有关人员，主要是要求蚂蚁集团必须正视金融业务活动中存在的严重问题和整改工作的严肃性，对标监管要求和拟定的整改方案，深入有效整改，确保实现依法经营、守正创新、健康发展；必须坚持服务实体经济和人民群众的本源，积极响应国家发展战略，在符合审慎监管要求的前提下，加大金融科技创新，提升金融科技领域的国际竞争力，在构建“双循环”新发展格局中发挥更大作用。\n　　Q：蚂蚁集团整改方案的主要内容是什么？\n　　A：蚂蚁集团整改工作启动以来，金融管理部门就整改措施与蚂蚁集团进行了深入沟通，并督促蚂蚁集团形成了全面可行的整改方案。\n　　整改内容主要包括五个方面：一是纠正支付业务不正当竞争行为，在支付方式上给消费者更多选择权，断开支付宝与“花呗”“借呗”等其他金融产品的不当连接，纠正在支付链路中嵌套信贷业务等违规行为。二是打破信息垄断，严格落实《征信业管理条例》要求，依法持牌经营个人征信业务，遵循“合法、最低、必要”原则收集和使用个人信息，保障个人和国家信息安全。三是蚂蚁集团整体申设为金融控股公司，所有从事金融活动的机构全部纳入金融控股公司接受监管，健全风险隔离措施，规范关联交易。四是严格落实审慎监管要求，完善公司治理，认真整改违规信贷、保险、理财等金融活动，控制高杠杆和风险传染。五是管控重要基金产品流动性风险，主动压降余额宝余额。\n　　金融管理部门将督促蚂蚁集团切实落实整改方案，把握好工作节奏，保持业务连续性和企业正常经营，确保广大人民群众对金融服务的体验不下降，持续提升普惠金融服务水平。\n　　Q：下一步金融管理部门如何加强平台企业金融监管？\n　　A：金融管理部门将坚持公平监管和从严监管原则，着眼长远、兼顾当前，补齐短板、强化弱项，促进公平竞争，反对垄断，防止资本无序扩张。一是坚持“金融为本、科技赋能”。平台企业开展金融业务应以服务实体经济、防范金融风险为本，不能使科技成为违法违规行为的“保护色”。对于违规经营行为，依法严肃查处。二是坚持金融活动全部纳入金融监管。金融业务必须持牌经营；提升监管能力和水平，优化监管框架，防范监管套利。三是坚持发展和规范并重。依法加强监管，规范市场秩序，防止市场垄断，保障数据产权及个人隐私；同时把握好平台经济发展规律，提升金融服务体验，巩固和增强平台企业国际竞争力。\n　　金融管理部门将一如既往地坚持“两个毫不动摇”，营造公平竞争市场环境，继续支持民营资本依法开展金融科技活动，依法保护产权，弘扬企业家精神，激发民营资本的市场活力和科技创新能力。\n　　Q：中国金融管理部门在加强国际金融科技监管合作方面有何考虑？\n　　A：近年来，金融科技与平台经济快速发展，在提升金融服务效率和金融体系普惠性、降低交易成本方面发挥了重要作用。同时，由于其具有跨界、混业、跨区域经营等特征，风险传染速度更快、波及面更广、负面溢出效应更强，对金融监管形成了新挑战，成为世界各国监管部门共同面对的新问题。\n　　世界主要经济体监管部门对此高度关注，并已采取实际行动，作出监管调整和政策响应。在监管理念上，遵循“同样业务、同样监管”的原则，致力于在促进金融科技发展和防范金融风险之间取得平衡。在监管方法上，探索运用大数据、云计算、人工智能等科技成果，提升风险监测感知能力和穿透式监管能力。在监管内容上，强调个人信息保护及反垄断。例如，欧盟2018年实施了《通用数据保护条例》，并加快推进《数据治理法案》；美国近年来连续发起对大型科技公司的反垄断调查；德国在2020年通过《反对限制竞争法》第十次修正案等。\n　　中国金融管理部门愿进一步加强与国际金融组织和各国监管当局在反垄断、数据监管、运营管理、消费者保护等方面的合作，推动制定金融科技监管规范，加强监管协调，共同打造开放、包容、安全的金融科技生态环境，提升金融业创新能力，同时防范跨境监管套利和金融风险跨境传染。\n　　经济日报评蚂蚁集团被再次约谈：\n　　规范发展才有平台经济更好未来\n　　4月12日，金融管理部门再次联合约谈蚂蚁集团，明方向、亮态度、提要求。\n　　明方向。党的十九届五中全会、中央经济工作会议及中央财经委员会第九次会议提出，要强化反垄断和防止资本无序扩张。要从构筑国家竞争新优势的战略高度出发，推动平台经济规范健康持续发展。这为强化平台企业金融监管、规范平台经济竞争秩序提供了行动指南和根本遵循，也为平台经济的高质量发展指明了方向。将引导平台企业回归服务实体经济和人民群众的本源，更好地把握平台经济发展规律，在守正创新中进一步激发市场活力和科技创新能力。\n　　亮态度。一方面，鼓励、支持、推动平台企业发展的态度不会改变；另一方面，坚持公平监管和从严监管原则，促进公平竞争，反对垄断的态度更加鲜明。科技不能成为平台企业的“保护色”，不能成为平台企业逾越法律、道德等规则底线的借口。金融科技并未改变金融的风险属性，其“底色”仍是金融。金融业务必须持牌经营，金融活动必须全部纳入金融监管。\n　　提要求。健康持续发展的前提是规范。金融科技平台在提高金融服务效率和普惠性方面发挥积极作用的同时，其高速扩张也带来了“数据垄断”、破坏竞争、损害用户合法权益等严重问题。金融管理部门“立规矩”“补短板”，刻不容缓。此次约谈，金融监管部门提出的针对性要求覆盖支付、个人信息保护、关联交易、公司治理及信贷、保险、理财等领域，措施明确、步骤清晰，无疑是在为整个平台经济的金融监管“打样”。\n\n　　蚂蚁集团整改方案的制定只是第一步，接下来蚂蚁集团还要对标整改方案，不折不扣地达到监管要求。其他平台企业也应对照监管要求，坚持以服务实体经济、防范金融风险为本，发展和规范并重，不断强化合规意识，巩固和增强国际竞争力。\n　　规范发展才有平台经济更好未来。我们相信，以蚂蚁集团整改为节点，平台企业将在规范中迎来一个新的起点，更加稳健、更高质量发展的大幕正徐徐拉开。\n　　释放了哪些重磅信号？\n　　中新社“国是直通车”发表评论。\n\n\n\n\n\n\n扫二维码，3分钟极速开户>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：杨红卜","news_type":1},"isVote":1,"tweetType":1,"viewCount":1801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345161756,"gmtCreate":1618288603275,"gmtModify":1618288603275,"author":{"id":"3545681184944913","authorId":"3545681184944913","name":"庚子年入市","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545681184944913","authorIdStr":"3545681184944913"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>伟大公司","listText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>伟大公司","text":"$辉瑞(PFE)$伟大公司","images":[{"img":"https://static.tigerbbs.com/d0d2bce8cfaa203d59388c6acc5828ca","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345161756","isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":345161367,"gmtCreate":1618288557759,"gmtModify":1618288557759,"author":{"id":"3545681184944913","authorId":"3545681184944913","name":"庚子年入市","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545681184944913","authorIdStr":"3545681184944913"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>伟大的公司！青霉素的发明者。","listText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>伟大的公司！青霉素的发明者。","text":"$辉瑞(PFE)$伟大的公司！青霉素的发明者。","images":[{"img":"https://static.tigerbbs.com/61aecc05675239c065768be16f06aadf","width":"1170","height":"2260"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345161367","isVote":1,"tweetType":1,"viewCount":1164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":345160147,"gmtCreate":1618288292789,"gmtModify":1618288292789,"author":{"id":"3545681184944913","authorId":"3545681184944913","name":"庚子年入市","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545681184944913","authorIdStr":"3545681184944913"},"themes":[],"htmlText":"CEO 回复影响不大大涨回应","listText":"CEO 回复影响不大大涨回应","text":"CEO 回复影响不大大涨回应","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345160147","repostId":"1192887698","repostType":4,"repost":{"id":"1192887698","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618278399,"share":"https://www.laohu8.com/m/news/1192887698?lang=&edition=full","pubTime":"2021-04-13 09:46","market":"hk","language":"zh","title":"阿里后市怎么走？多家券商维持对其买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=1192887698","media":"老虎资讯综合","summary":"4月10日，国家市场监管总局对阿里巴巴作出金额达182亿的行政处罚。阿里巴巴对此发表公开信表示诚恳接受，坚决服从监管决定。多家券商随后发布研报认为，此次处罚一方面体现了国家反垄断的政策正在清晰，市场竞","content":"<p>4月10日，国家市场监管总局对<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>作出金额达182亿的行政处罚。阿里巴巴对此发表公开信表示诚恳接受，坚决服从监管决定。</p><p>多家券商随后发布研报认为，此次处罚一方面体现了国家反垄断的政策正在清晰，市场竞争环境将更为健康，另一方面意味着阿里巴巴初步消除业务经营的不确定性，长期经营风险释放，预计未来将更加注重社会价值与科技创新。</p><p><b>国家反垄断政策趋严 处罚或将引发其他互联网巨头整改</b></p><p><a href=\"https://laohu8.com/S/600030\">中信证券</a>认为，此次行政处罚是反垄断监管一个重要的里程碑，后续各主要平台在业务开展与竞争方面都将规范化，有助构建一个更加有序、健康的市场竞争环境。</p><p><a href=\"https://laohu8.com/S/06030\">中信证券</a>还预计，其他互联网巨头将以此为标杆自发进行整改，参考《关于平台经济领域的反垄断指南》，可能涵盖的行为或还将包括平台协调商家集体涨价、大数据杀熟、低价补贴等多个方面。</p><p><a href=\"https://laohu8.com/S/601162\">天风证券</a>认为不必对行业前景过于悲观。此次处罚有助于产业及投资者理解反垄断政策，有助产业长期有序发展及稳定投资者风险偏好。</p><p>兴业研究指出，此事件或将是阿里集团中长期的一个拐点，随着靴子落地，阿里经营业务短期不确定性消除。</p><p><a href=\"https://laohu8.com/S/601555\">东吴证券</a>认为，未来电商行业乃至整个互联网行业的竞争或将变得更加的开放和健康，而运营和服务能力强的平台更有望留住和获得核心商家和客户。</p><p><b>市场更开放 阿里巴巴核心商业行业地位依旧稳固</b></p><p>对于此次处罚，阿里巴巴CFO武卫在4月12日的投资者电话会上表示，有关市监总局对集团处以182.28亿元人民币的罚款，将会于2021财年3月底止季度入账，最终将取决于审计师的审计程序。罚款将会反映在GAAP收入及盈利，而在NON-GAPP则会剔除掉这项数字。</p><p>针对外界关心最多的“阿里巴巴核心商业是否会受到影响”的相关疑问，多家券商认为，更加开放的行业环境下阿里的核心资源能力禀赋在争夺商家的竞争中依然占优。</p><p>东吴证券预测，过去用户数增长是电商的主要增长驱动，但头部电商平台潜在的用户增长空间已经不多了。存量视角下，品牌化程度或将成为决定平台盈利能力的关键变量。</p><p>中信证券也认为，下一阶段的行业竞争，将从围绕简单的流量与价格竞争阶段，进入比拼运营等综合能力的深度竞争阶段，头部平台积累的优势有望得到体现。</p><p>“目前阿里依然拥有全市场最完善的电商基础设施体系和最高的运营效率”，<a href=\"https://laohu8.com/S/601211\">国泰君安</a>认为，阿里巴巴的核心电商业务行业地位依然稳固。<a href=\"https://laohu8.com/S/600999\">招商证券</a>也判断，阿里作为电商龙头仍是众多品牌方进行日常销售和品牌营销的首选平台，在消费者购物心智中也占据明显优势。</p><p>与此同时，阿里巴巴也宣布将在核心电商业务中向商家端投入更多技术与运营资源。在北京时间4月12日的投资者电话会上，阿里巴巴董事局主席兼CEO张勇表示，公司会把更多已成熟的业务转为免费，并加大投资降低商家进入行业的壁垒和业务成本。阿里巴巴CFO武卫表示，阿里巴巴已准备了数十亿元资金支持上述工作。</p><p><b>数字化趋势不改 阿里长期科技布局价值将显现</b></p><p>阿里巴巴2021财年Q3季度财报显示，阿里云业务竞争优势强劲持续领跑国内云计算市场，业务实现收入同比增长 50%，单季度EBITA转正。</p><p>结合阿里云的发展趋势，中信证券认为，当前行业数字化趋势不变，阿里巴巴创新与科技的布局投入的长期价值有望逐步得到体现，因此依旧看好新监管环境下阿里巴巴的长期数字科技价值。</p><p>华创证券分析，在“新电商”比拼支付、物流、云计算的持久战之中，阿里强劲的经营现金流和自由现金流会为其在电商持久战中赢得更多的时间，以最大化布局支付、物流、云计算等基础设施，实现跨越式发展。</p><p>多家券商提及了阿里多引擎驱动下的增长。华创证券认为，阿里在最新的业绩中展示了来自多引擎驱动下的稳健增长，在抖快微信与<a href=\"https://laohu8.com/S/PDD\">拼多多</a>夹击之下，MAU与AAC持续新高，阿里云维持高速增长，首次盈亏平衡，本地生活、菜鸟等业务亏损进一步收窄，运营效率提升。</p><p>“阿里在最新的业绩中展示了来自多引擎驱动下的稳健增长，此番波折后，市场会看到一个巨头更快、更稳的成长”，华创证券指出。</p><p>多家券商研报均表示，随着市场信心的恢复，阿里估值的回升仅需耐心等待，目前阿里股价处于中低位，仍维持对阿里“买入”或“增持”的评级。</p>","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>阿里后市怎么走？多家券商维持对其买入评级</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { 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阿里后市怎么走？多家券商维持对其买入评级\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\">2021-04-13 09:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月10日，国家市场监管总局对<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>作出金额达182亿的行政处罚。阿里巴巴对此发表公开信表示诚恳接受，坚决服从监管决定。</p><p>多家券商随后发布研报认为，此次处罚一方面体现了国家反垄断的政策正在清晰，市场竞争环境将更为健康，另一方面意味着阿里巴巴初步消除业务经营的不确定性，长期经营风险释放，预计未来将更加注重社会价值与科技创新。</p><p><b>国家反垄断政策趋严 处罚或将引发其他互联网巨头整改</b></p><p><a href=\"https://laohu8.com/S/600030\">中信证券</a>认为，此次行政处罚是反垄断监管一个重要的里程碑，后续各主要平台在业务开展与竞争方面都将规范化，有助构建一个更加有序、健康的市场竞争环境。</p><p><a href=\"https://laohu8.com/S/06030\">中信证券</a>还预计，其他互联网巨头将以此为标杆自发进行整改，参考《关于平台经济领域的反垄断指南》，可能涵盖的行为或还将包括平台协调商家集体涨价、大数据杀熟、低价补贴等多个方面。</p><p><a href=\"https://laohu8.com/S/601162\">天风证券</a>认为不必对行业前景过于悲观。此次处罚有助于产业及投资者理解反垄断政策，有助产业长期有序发展及稳定投资者风险偏好。</p><p>兴业研究指出，此事件或将是阿里集团中长期的一个拐点，随着靴子落地，阿里经营业务短期不确定性消除。</p><p><a href=\"https://laohu8.com/S/601555\">东吴证券</a>认为，未来电商行业乃至整个互联网行业的竞争或将变得更加的开放和健康，而运营和服务能力强的平台更有望留住和获得核心商家和客户。</p><p><b>市场更开放 阿里巴巴核心商业行业地位依旧稳固</b></p><p>对于此次处罚，阿里巴巴CFO武卫在4月12日的投资者电话会上表示，有关市监总局对集团处以182.28亿元人民币的罚款，将会于2021财年3月底止季度入账，最终将取决于审计师的审计程序。罚款将会反映在GAAP收入及盈利，而在NON-GAPP则会剔除掉这项数字。</p><p>针对外界关心最多的“阿里巴巴核心商业是否会受到影响”的相关疑问，多家券商认为，更加开放的行业环境下阿里的核心资源能力禀赋在争夺商家的竞争中依然占优。</p><p>东吴证券预测，过去用户数增长是电商的主要增长驱动，但头部电商平台潜在的用户增长空间已经不多了。存量视角下，品牌化程度或将成为决定平台盈利能力的关键变量。</p><p>中信证券也认为，下一阶段的行业竞争，将从围绕简单的流量与价格竞争阶段，进入比拼运营等综合能力的深度竞争阶段，头部平台积累的优势有望得到体现。</p><p>“目前阿里依然拥有全市场最完善的电商基础设施体系和最高的运营效率”，<a href=\"https://laohu8.com/S/601211\">国泰君安</a>认为，阿里巴巴的核心电商业务行业地位依然稳固。<a href=\"https://laohu8.com/S/600999\">招商证券</a>也判断，阿里作为电商龙头仍是众多品牌方进行日常销售和品牌营销的首选平台，在消费者购物心智中也占据明显优势。</p><p>与此同时，阿里巴巴也宣布将在核心电商业务中向商家端投入更多技术与运营资源。在北京时间4月12日的投资者电话会上，阿里巴巴董事局主席兼CEO张勇表示，公司会把更多已成熟的业务转为免费，并加大投资降低商家进入行业的壁垒和业务成本。阿里巴巴CFO武卫表示，阿里巴巴已准备了数十亿元资金支持上述工作。</p><p><b>数字化趋势不改 阿里长期科技布局价值将显现</b></p><p>阿里巴巴2021财年Q3季度财报显示，阿里云业务竞争优势强劲持续领跑国内云计算市场，业务实现收入同比增长 50%，单季度EBITA转正。</p><p>结合阿里云的发展趋势，中信证券认为，当前行业数字化趋势不变，阿里巴巴创新与科技的布局投入的长期价值有望逐步得到体现，因此依旧看好新监管环境下阿里巴巴的长期数字科技价值。</p><p>华创证券分析，在“新电商”比拼支付、物流、云计算的持久战之中，阿里强劲的经营现金流和自由现金流会为其在电商持久战中赢得更多的时间，以最大化布局支付、物流、云计算等基础设施，实现跨越式发展。</p><p>多家券商提及了阿里多引擎驱动下的增长。华创证券认为，阿里在最新的业绩中展示了来自多引擎驱动下的稳健增长，在抖快微信与<a href=\"https://laohu8.com/S/PDD\">拼多多</a>夹击之下，MAU与AAC持续新高，阿里云维持高速增长，首次盈亏平衡，本地生活、菜鸟等业务亏损进一步收窄，运营效率提升。</p><p>“阿里在最新的业绩中展示了来自多引擎驱动下的稳健增长，此番波折后，市场会看到一个巨头更快、更稳的成长”，华创证券指出。</p><p>多家券商研报均表示，随着市场信心的恢复，阿里估值的回升仅需耐心等待，目前阿里股价处于中低位，仍维持对阿里“买入”或“增持”的评级。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f98a08f234fb3dfe04b5578614dea292","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":"1192887698","content_text":"4月10日，国家市场监管总局对阿里巴巴作出金额达182亿的行政处罚。阿里巴巴对此发表公开信表示诚恳接受，坚决服从监管决定。多家券商随后发布研报认为，此次处罚一方面体现了国家反垄断的政策正在清晰，市场竞争环境将更为健康，另一方面意味着阿里巴巴初步消除业务经营的不确定性，长期经营风险释放，预计未来将更加注重社会价值与科技创新。国家反垄断政策趋严 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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>作出金额达182亿的行政处罚。阿里巴巴对此发表公开信表示诚恳接受，坚决服从监管决定。</p><p>多家券商随后发布研报认为，此次处罚一方面体现了国家反垄断的政策正在清晰，市场竞争环境将更为健康，另一方面意味着阿里巴巴初步消除业务经营的不确定性，长期经营风险释放，预计未来将更加注重社会价值与科技创新。</p><p><b>国家反垄断政策趋严 处罚或将引发其他互联网巨头整改</b></p><p><a href=\"https://laohu8.com/S/600030\">中信证券</a>认为，此次行政处罚是反垄断监管一个重要的里程碑，后续各主要平台在业务开展与竞争方面都将规范化，有助构建一个更加有序、健康的市场竞争环境。</p><p><a href=\"https://laohu8.com/S/06030\">中信证券</a>还预计，其他互联网巨头将以此为标杆自发进行整改，参考《关于平台经济领域的反垄断指南》，可能涵盖的行为或还将包括平台协调商家集体涨价、大数据杀熟、低价补贴等多个方面。</p><p><a href=\"https://laohu8.com/S/601162\">天风证券</a>认为不必对行业前景过于悲观。此次处罚有助于产业及投资者理解反垄断政策，有助产业长期有序发展及稳定投资者风险偏好。</p><p>兴业研究指出，此事件或将是阿里集团中长期的一个拐点，随着靴子落地，阿里经营业务短期不确定性消除。</p><p><a href=\"https://laohu8.com/S/601555\">东吴证券</a>认为，未来电商行业乃至整个互联网行业的竞争或将变得更加的开放和健康，而运营和服务能力强的平台更有望留住和获得核心商家和客户。</p><p><b>市场更开放 阿里巴巴核心商业行业地位依旧稳固</b></p><p>对于此次处罚，阿里巴巴CFO武卫在4月12日的投资者电话会上表示，有关市监总局对集团处以182.28亿元人民币的罚款，将会于2021财年3月底止季度入账，最终将取决于审计师的审计程序。罚款将会反映在GAAP收入及盈利，而在NON-GAPP则会剔除掉这项数字。</p><p>针对外界关心最多的“阿里巴巴核心商业是否会受到影响”的相关疑问，多家券商认为，更加开放的行业环境下阿里的核心资源能力禀赋在争夺商家的竞争中依然占优。</p><p>东吴证券预测，过去用户数增长是电商的主要增长驱动，但头部电商平台潜在的用户增长空间已经不多了。存量视角下，品牌化程度或将成为决定平台盈利能力的关键变量。</p><p>中信证券也认为，下一阶段的行业竞争，将从围绕简单的流量与价格竞争阶段，进入比拼运营等综合能力的深度竞争阶段，头部平台积累的优势有望得到体现。</p><p>“目前阿里依然拥有全市场最完善的电商基础设施体系和最高的运营效率”，<a href=\"https://laohu8.com/S/601211\">国泰君安</a>认为，阿里巴巴的核心电商业务行业地位依然稳固。<a href=\"https://laohu8.com/S/600999\">招商证券</a>也判断，阿里作为电商龙头仍是众多品牌方进行日常销售和品牌营销的首选平台，在消费者购物心智中也占据明显优势。</p><p>与此同时，阿里巴巴也宣布将在核心电商业务中向商家端投入更多技术与运营资源。在北京时间4月12日的投资者电话会上，阿里巴巴董事局主席兼CEO张勇表示，公司会把更多已成熟的业务转为免费，并加大投资降低商家进入行业的壁垒和业务成本。阿里巴巴CFO武卫表示，阿里巴巴已准备了数十亿元资金支持上述工作。</p><p><b>数字化趋势不改 阿里长期科技布局价值将显现</b></p><p>阿里巴巴2021财年Q3季度财报显示，阿里云业务竞争优势强劲持续领跑国内云计算市场，业务实现收入同比增长 50%，单季度EBITA转正。</p><p>结合阿里云的发展趋势，中信证券认为，当前行业数字化趋势不变，阿里巴巴创新与科技的布局投入的长期价值有望逐步得到体现，因此依旧看好新监管环境下阿里巴巴的长期数字科技价值。</p><p>华创证券分析，在“新电商”比拼支付、物流、云计算的持久战之中，阿里强劲的经营现金流和自由现金流会为其在电商持久战中赢得更多的时间，以最大化布局支付、物流、云计算等基础设施，实现跨越式发展。</p><p>多家券商提及了阿里多引擎驱动下的增长。华创证券认为，阿里在最新的业绩中展示了来自多引擎驱动下的稳健增长，在抖快微信与<a href=\"https://laohu8.com/S/PDD\">拼多多</a>夹击之下，MAU与AAC持续新高，阿里云维持高速增长，首次盈亏平衡，本地生活、菜鸟等业务亏损进一步收窄，运营效率提升。</p><p>“阿里在最新的业绩中展示了来自多引擎驱动下的稳健增长，此番波折后，市场会看到一个巨头更快、更稳的成长”，华创证券指出。</p><p>多家券商研报均表示，随着市场信心的恢复，阿里估值的回升仅需耐心等待，目前阿里股价处于中低位，仍维持对阿里“买入”或“增持”的评级。</p>","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>阿里后市怎么走？多家券商维持对其买入评级</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阿里后市怎么走？多家券商维持对其买入评级\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\">2021-04-13 09:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月10日，国家市场监管总局对<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>作出金额达182亿的行政处罚。阿里巴巴对此发表公开信表示诚恳接受，坚决服从监管决定。</p><p>多家券商随后发布研报认为，此次处罚一方面体现了国家反垄断的政策正在清晰，市场竞争环境将更为健康，另一方面意味着阿里巴巴初步消除业务经营的不确定性，长期经营风险释放，预计未来将更加注重社会价值与科技创新。</p><p><b>国家反垄断政策趋严 处罚或将引发其他互联网巨头整改</b></p><p><a href=\"https://laohu8.com/S/600030\">中信证券</a>认为，此次行政处罚是反垄断监管一个重要的里程碑，后续各主要平台在业务开展与竞争方面都将规范化，有助构建一个更加有序、健康的市场竞争环境。</p><p><a href=\"https://laohu8.com/S/06030\">中信证券</a>还预计，其他互联网巨头将以此为标杆自发进行整改，参考《关于平台经济领域的反垄断指南》，可能涵盖的行为或还将包括平台协调商家集体涨价、大数据杀熟、低价补贴等多个方面。</p><p><a href=\"https://laohu8.com/S/601162\">天风证券</a>认为不必对行业前景过于悲观。此次处罚有助于产业及投资者理解反垄断政策，有助产业长期有序发展及稳定投资者风险偏好。</p><p>兴业研究指出，此事件或将是阿里集团中长期的一个拐点，随着靴子落地，阿里经营业务短期不确定性消除。</p><p><a href=\"https://laohu8.com/S/601555\">东吴证券</a>认为，未来电商行业乃至整个互联网行业的竞争或将变得更加的开放和健康，而运营和服务能力强的平台更有望留住和获得核心商家和客户。</p><p><b>市场更开放 阿里巴巴核心商业行业地位依旧稳固</b></p><p>对于此次处罚，阿里巴巴CFO武卫在4月12日的投资者电话会上表示，有关市监总局对集团处以182.28亿元人民币的罚款，将会于2021财年3月底止季度入账，最终将取决于审计师的审计程序。罚款将会反映在GAAP收入及盈利，而在NON-GAPP则会剔除掉这项数字。</p><p>针对外界关心最多的“阿里巴巴核心商业是否会受到影响”的相关疑问，多家券商认为，更加开放的行业环境下阿里的核心资源能力禀赋在争夺商家的竞争中依然占优。</p><p>东吴证券预测，过去用户数增长是电商的主要增长驱动，但头部电商平台潜在的用户增长空间已经不多了。存量视角下，品牌化程度或将成为决定平台盈利能力的关键变量。</p><p>中信证券也认为，下一阶段的行业竞争，将从围绕简单的流量与价格竞争阶段，进入比拼运营等综合能力的深度竞争阶段，头部平台积累的优势有望得到体现。</p><p>“目前阿里依然拥有全市场最完善的电商基础设施体系和最高的运营效率”，<a href=\"https://laohu8.com/S/601211\">国泰君安</a>认为，阿里巴巴的核心电商业务行业地位依然稳固。<a href=\"https://laohu8.com/S/600999\">招商证券</a>也判断，阿里作为电商龙头仍是众多品牌方进行日常销售和品牌营销的首选平台，在消费者购物心智中也占据明显优势。</p><p>与此同时，阿里巴巴也宣布将在核心电商业务中向商家端投入更多技术与运营资源。在北京时间4月12日的投资者电话会上，阿里巴巴董事局主席兼CEO张勇表示，公司会把更多已成熟的业务转为免费，并加大投资降低商家进入行业的壁垒和业务成本。阿里巴巴CFO武卫表示，阿里巴巴已准备了数十亿元资金支持上述工作。</p><p><b>数字化趋势不改 阿里长期科技布局价值将显现</b></p><p>阿里巴巴2021财年Q3季度财报显示，阿里云业务竞争优势强劲持续领跑国内云计算市场，业务实现收入同比增长 50%，单季度EBITA转正。</p><p>结合阿里云的发展趋势，中信证券认为，当前行业数字化趋势不变，阿里巴巴创新与科技的布局投入的长期价值有望逐步得到体现，因此依旧看好新监管环境下阿里巴巴的长期数字科技价值。</p><p>华创证券分析，在“新电商”比拼支付、物流、云计算的持久战之中，阿里强劲的经营现金流和自由现金流会为其在电商持久战中赢得更多的时间，以最大化布局支付、物流、云计算等基础设施，实现跨越式发展。</p><p>多家券商提及了阿里多引擎驱动下的增长。华创证券认为，阿里在最新的业绩中展示了来自多引擎驱动下的稳健增长，在抖快微信与<a href=\"https://laohu8.com/S/PDD\">拼多多</a>夹击之下，MAU与AAC持续新高，阿里云维持高速增长，首次盈亏平衡，本地生活、菜鸟等业务亏损进一步收窄，运营效率提升。</p><p>“阿里在最新的业绩中展示了来自多引擎驱动下的稳健增长，此番波折后，市场会看到一个巨头更快、更稳的成长”，华创证券指出。</p><p>多家券商研报均表示，随着市场信心的恢复，阿里估值的回升仅需耐心等待，目前阿里股价处于中低位，仍维持对阿里“买入”或“增持”的评级。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f98a08f234fb3dfe04b5578614dea292","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":"1192887698","content_text":"4月10日，国家市场监管总局对阿里巴巴作出金额达182亿的行政处罚。阿里巴巴对此发表公开信表示诚恳接受，坚决服从监管决定。多家券商随后发布研报认为，此次处罚一方面体现了国家反垄断的政策正在清晰，市场竞争环境将更为健康，另一方面意味着阿里巴巴初步消除业务经营的不确定性，长期经营风险释放，预计未来将更加注重社会价值与科技创新。国家反垄断政策趋严 处罚或将引发其他互联网巨头整改中信证券认为，此次行政处罚是反垄断监管一个重要的里程碑，后续各主要平台在业务开展与竞争方面都将规范化，有助构建一个更加有序、健康的市场竞争环境。中信证券还预计，其他互联网巨头将以此为标杆自发进行整改，参考《关于平台经济领域的反垄断指南》，可能涵盖的行为或还将包括平台协调商家集体涨价、大数据杀熟、低价补贴等多个方面。天风证券认为不必对行业前景过于悲观。此次处罚有助于产业及投资者理解反垄断政策，有助产业长期有序发展及稳定投资者风险偏好。兴业研究指出，此事件或将是阿里集团中长期的一个拐点，随着靴子落地，阿里经营业务短期不确定性消除。东吴证券认为，未来电商行业乃至整个互联网行业的竞争或将变得更加的开放和健康，而运营和服务能力强的平台更有望留住和获得核心商家和客户。市场更开放 阿里巴巴核心商业行业地位依旧稳固对于此次处罚，阿里巴巴CFO武卫在4月12日的投资者电话会上表示，有关市监总局对集团处以182.28亿元人民币的罚款，将会于2021财年3月底止季度入账，最终将取决于审计师的审计程序。罚款将会反映在GAAP收入及盈利，而在NON-GAPP则会剔除掉这项数字。针对外界关心最多的“阿里巴巴核心商业是否会受到影响”的相关疑问，多家券商认为，更加开放的行业环境下阿里的核心资源能力禀赋在争夺商家的竞争中依然占优。东吴证券预测，过去用户数增长是电商的主要增长驱动，但头部电商平台潜在的用户增长空间已经不多了。存量视角下，品牌化程度或将成为决定平台盈利能力的关键变量。中信证券也认为，下一阶段的行业竞争，将从围绕简单的流量与价格竞争阶段，进入比拼运营等综合能力的深度竞争阶段，头部平台积累的优势有望得到体现。“目前阿里依然拥有全市场最完善的电商基础设施体系和最高的运营效率”，国泰君安认为，阿里巴巴的核心电商业务行业地位依然稳固。招商证券也判断，阿里作为电商龙头仍是众多品牌方进行日常销售和品牌营销的首选平台，在消费者购物心智中也占据明显优势。与此同时，阿里巴巴也宣布将在核心电商业务中向商家端投入更多技术与运营资源。在北京时间4月12日的投资者电话会上，阿里巴巴董事局主席兼CEO张勇表示，公司会把更多已成熟的业务转为免费，并加大投资降低商家进入行业的壁垒和业务成本。阿里巴巴CFO武卫表示，阿里巴巴已准备了数十亿元资金支持上述工作。数字化趋势不改 阿里长期科技布局价值将显现阿里巴巴2021财年Q3季度财报显示，阿里云业务竞争优势强劲持续领跑国内云计算市场，业务实现收入同比增长 50%，单季度EBITA转正。结合阿里云的发展趋势，中信证券认为，当前行业数字化趋势不变，阿里巴巴创新与科技的布局投入的长期价值有望逐步得到体现，因此依旧看好新监管环境下阿里巴巴的长期数字科技价值。华创证券分析，在“新电商”比拼支付、物流、云计算的持久战之中，阿里强劲的经营现金流和自由现金流会为其在电商持久战中赢得更多的时间，以最大化布局支付、物流、云计算等基础设施，实现跨越式发展。多家券商提及了阿里多引擎驱动下的增长。华创证券认为，阿里在最新的业绩中展示了来自多引擎驱动下的稳健增长，在抖快微信与拼多多夹击之下，MAU与AAC持续新高，阿里云维持高速增长，首次盈亏平衡，本地生活、菜鸟等业务亏损进一步收窄，运营效率提升。“阿里在最新的业绩中展示了来自多引擎驱动下的稳健增长，此番波折后，市场会看到一个巨头更快、更稳的成长”，华创证券指出。多家券商研报均表示，随着市场信心的恢复，阿里估值的回升仅需耐心等待，目前阿里股价处于中低位，仍维持对阿里“买入”或“增持”的评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345136889,"gmtCreate":1618285703541,"gmtModify":1618285703541,"author":{"id":"3545681184944913","authorId":"3545681184944913","name":"庚子年入市","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545681184944913","authorIdStr":"3545681184944913"},"themes":[],"htmlText":"毫无办法大涨回应！","listText":"毫无办法大涨回应！","text":"毫无办法大涨回应！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345136889","repostId":"2127809469","repostType":2,"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345999399,"gmtCreate":1618270909411,"gmtModify":1618270909411,"author":{"id":"3545681184944913","authorId":"3545681184944913","name":"庚子年入市","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545681184944913","authorIdStr":"3545681184944913"},"themes":[],"htmlText":"九牛一毛，影响不大。","listText":"九牛一毛，影响不大。","text":"九牛一毛，影响不大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345999399","repostId":"2126032389","repostType":2,"repost":{"id":"2126032389","kind":"news","pubTimestamp":1618051020,"share":"https://www.laohu8.com/m/news/2126032389?lang=&edition=full","pubTime":"2021-04-10 18:37","market":"us","language":"zh","title":"阿里巴巴回应被处罚：诚恳接受，坚决服从","url":"https://stock-news.laohu8.com/highlight/detail?id=2126032389","media":"21世纪经济报道","summary":"　　4月10日消息，市场监管总局依法对阿里巴巴在中国境内网络零售平台服务市场实施“二选一”垄断行为作出行政处罚。　　对此，阿里巴巴方面回应称：今天，我们收到《国家市场监督管理总局行政处罚决定书》，对此处罚，我们诚恳接受，坚决服从。　　阿里巴巴表示，“今天的处罚，是对我们的警醒和鞭策，是对行业发展的规范和呵护，是国家维护公平竞争市场环境、推动平台经济高质量发展的重要举措。”","content":"<div>\n<p>图/图虫\n\n　　4月10日消息，市场监管总局依法对阿里巴巴在中国境内网络零售平台服务市场实施“二选一”垄断行为作出行政处罚。\n　　对此，阿里巴巴方面回应称：今天，我们收到《国家市场监督管理总局行政处罚决定书》，对此处罚，我们诚恳接受，坚决服从。我们将强化依法经营，进一步加强合规体系建设，立足创新发展，更好履行社会责任。\n\n\n\n　　同日，阿里巴巴发表《致客户和公众的一封信》。\n　　阿里巴巴表示，“...</p>\n\n<a href=\"https://finance.sina.com.cn/china/gncj/2021-04-10/doc-ikmyaawa8929389.shtml\">Web Link</a>\n\n</div>\n","source":"sina","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 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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阿里巴巴回应被处罚：诚恳接受，坚决服从\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-10 18:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/china/gncj/2021-04-10/doc-ikmyaawa8929389.shtml><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>图/图虫\n\n　　4月10日消息，市场监管总局依法对阿里巴巴在中国境内网络零售平台服务市场实施“二选一”垄断行为作出行政处罚。\n　　对此，阿里巴巴方面回应称：今天，我们收到《国家市场监督管理总局行政处罚决定书》，对此处罚，我们诚恳接受，坚决服从。我们将强化依法经营，进一步加强合规体系建设，立足创新发展，更好履行社会责任。\n\n\n\n　　同日，阿里巴巴发表《致客户和公众的一封信》。\n　　阿里巴巴表示，“...</p>\n\n<a href=\"https://finance.sina.com.cn/china/gncj/2021-04-10/doc-ikmyaawa8929389.shtml\">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","QNETCN":"纳斯达克中美互联网老虎指数","09988":"阿里巴巴-W"},"source_url":"https://finance.sina.com.cn/china/gncj/2021-04-10/doc-ikmyaawa8929389.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2126032389","content_text":"图/图虫\n\n　　4月10日消息，市场监管总局依法对阿里巴巴在中国境内网络零售平台服务市场实施“二选一”垄断行为作出行政处罚。\n　　对此，阿里巴巴方面回应称：今天，我们收到《国家市场监督管理总局行政处罚决定书》，对此处罚，我们诚恳接受，坚决服从。我们将强化依法经营，进一步加强合规体系建设，立足创新发展，更好履行社会责任。\n\n\n\n　　同日，阿里巴巴发表《致客户和公众的一封信》。\n　　阿里巴巴表示，“今天的处罚，是对我们的警醒和鞭策，是对行业发展的规范和呵护，是国家维护公平竞争市场环境、推动平台经济高质量发展的重要举措。”\n　　阿里巴巴称，将进一步强化客户价值、聚焦客户体验，并继续出台一系列降平台经营门槛、减平台经营成本的措施，为所有商家和合作伙伴创造更开放、更公平、更高效、共享发展成果的平台环境。\n\n\n\n　　来源：市场监管总局官网、阿里巴巴微信、阿里巴巴微博\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：戴菁菁","news_type":1},"isVote":1,"tweetType":1,"viewCount":1079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345904801,"gmtCreate":1618270751403,"gmtModify":1618270751403,"author":{"id":"3545681184944913","authorId":"3545681184944913","name":"庚子年入市","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545681184944913","authorIdStr":"3545681184944913"},"themes":[],"htmlText":"必须的！大涨一波走起！","listText":"必须的！大涨一波走起！","text":"必须的！大涨一波走起！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345904801","repostId":"2127096330","repostType":2,"repost":{"id":"2127096330","kind":"news","pubTimestamp":1618269634,"share":"https://www.laohu8.com/m/news/2127096330?lang=&edition=full","pubTime":"2021-04-13 07:20","market":"us","language":"zh","title":"招商证券点评阿里巴巴反垄断处罚事件：靴子落地影响可控，核心竞争力仍然稳固","url":"https://stock-news.laohu8.com/highlight/detail?id=2127096330","media":"金融界","summary":"来源：金融界网事件：2021年4月10日，市场监管总局依据《反垄断法》对阿里作出行政处罚决定，罚款182.28亿元，并责令整改。招商证券认为本次处罚力度整体符合预期，对阿里财务与业务影响均有限。同时我们认为阿里在核心商业的竞争力仍然稳固，预计将保持稳健增长，云计算业务打开新空间，目前估值已具备较高吸引力，推荐投资者积极关注。风险提示：行业竞争加剧，监管落地执行力度超预期。","content":"<html><body><article><p>来源：<a href=\"https://laohu8.com/S/JRJC\">金融界</a>网</p><p>事件：2021年4月10日，市场监管总局依据《反垄断法》对阿里作出行政处罚决定，罚款182.28亿元，并责令整改。<a href=\"https://laohu8.com/S/600999\">招商证券</a>认为本次处罚力度整体符合预期，对阿里财务与业务影响均有限。同时我们认为阿里在核心商业的竞争力仍然稳固，预计将保持稳健增长，云计算业务打开新空间，目前估值已具备较高吸引力，推荐投资者积极关注。</p><p>风险提示：行业竞争加剧，监管落地执行力度超预期。</p></article></body></html>","source":"tencent","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>招商证券点评阿里巴巴反垄断处罚事件：靴子落地影响可控，核心竞争力仍然稳固</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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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招商证券点评阿里巴巴反垄断处罚事件：靴子落地影响可控，核心竞争力仍然稳固\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-13 07:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104130726417c09f3ef&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：金融界网事件：2021年4月10日，市场监管总局依据《反垄断法》对阿里作出行政处罚决定，罚款182.28亿元，并责令整改。招商证券认为本次处罚力度整体符合预期，对阿里财务与业务影响均有限。同时我们认为阿里在核心商业的竞争力仍然稳固，预计将保持稳健增长，云计算业务打开新空间，目前估值已具备较高吸引力，推荐投资者积极关注。风险提示：行业竞争加剧，监管落地执行力度超预期。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104130726417c09f3ef&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/7c28e649f77b29ba00053b3c4d8ec72b","relate_stocks":{"600999":"招商证券","09988":"阿里巴巴-W","06099":"招商证券","BABA":"阿里巴巴","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104130726417c09f3ef&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2127096330","content_text":"来源：金融界网事件：2021年4月10日，市场监管总局依据《反垄断法》对阿里作出行政处罚决定，罚款182.28亿元，并责令整改。招商证券认为本次处罚力度整体符合预期，对阿里财务与业务影响均有限。同时我们认为阿里在核心商业的竞争力仍然稳固，预计将保持稳健增长，云计算业务打开新空间，目前估值已具备较高吸引力，推荐投资者积极关注。风险提示：行业竞争加剧，监管落地执行力度超预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345905860,"gmtCreate":1618270699550,"gmtModify":1618270699550,"author":{"id":"3545681184944913","authorId":"3545681184944913","name":"庚子年入市","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545681184944913","authorIdStr":"3545681184944913"},"themes":[],"htmlText":"影响不大。啊里不惧","listText":"影响不大。啊里不惧","text":"影响不大。啊里不惧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345905860","repostId":"2126050024","repostType":2,"repost":{"id":"2126050024","kind":"news","pubTimestamp":1618205280,"share":"https://www.laohu8.com/m/news/2126050024?lang=&edition=full","pubTime":"2021-04-12 13:28","market":"hk","language":"zh","title":"阿里CEO张勇等高管回应处罚：对业务没有实质负面影响","url":"https://stock-news.laohu8.com/highlight/detail?id=2126050024","media":"南方都市报","summary":"4月12日8点，阿里巴巴召开了投资者电话会，阿里巴巴董事局主席兼CEO张勇、阿里巴巴执行副主席蔡崇信、阿里巴巴CFO武卫等高管团队对受到国家市场监督管理总局处罚一事向投资者做了说明。阿里巴巴集团董事会...","content":"<html><body><div>\n<p>\r\n                原标题：阿里CEO张勇等高管回应处罚：对业务没有实质负面影响\r\n            </p>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.BABA&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.09988&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><div></div><p>　　4月12日8点，<span><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></span><span></span>召开了投资者电话会，<span href=\"http://quote.eastmoney.com/unify/r/106.BABA\" target=\"_blank\" web=\"1\">阿里巴巴</span>董事局主席兼CEO张勇、<span href=\"http://quote.eastmoney.com/unify/r/106.BABA\" target=\"_blank\" web=\"1\">阿里巴巴</span>执行副主席蔡崇信、阿里巴巴CFO武卫等<span>高管</span>团队对受到国家市场监督管理总局处罚一事向投资者做了说明。</p>\n<p>　　阿里巴巴集团董事会主席兼首席执行官张勇表示，阿里巴巴会将继续聚焦于对商家和消费者的服务，降低新商家进入平台的门槛。同时阿里高管团队强调，没有排他性独家合作不会对业务带来实质负面影响，也不会影响阿里留存商家的能力，阿里留住商家并不依赖于排他性协议。</p>\n<p>　　4月10日，市场监管总局依法对阿里巴巴集团作出行政处罚，责令其停止违法行为，并处以其2019年销售额4%计182.28亿元罚款。当天，阿里巴巴在官方<span><a href=\"https://laohu8.com/S/WB\">微博</a></span><span></span>上发布致客户和公众的一封信 ：今天的处罚是对我们的警醒和鞭策，将心存感恩、心存敬畏。</p>\n<p>　　4月12日的电话会议中，阿里巴巴上述高管针对处罚及影响做出了详细回应。</p>\n<p>　　一方面，阿里将采取新措施来降低商家进入平台的门槛和经营成本，每年预留数十亿人民币来提升商家服务及支持商家。具体措施包括：降低开店门槛，以及他们的开店成本；逐步降低技术服务费用，免去一些成熟技术的服务费用，并开发新服务和新工具来降低商家的经营成本，进一步支持商家以更低的成本在我们平台运营；投入更多加强商家培训，协助他们熟悉运用平台工具；投资于开拓新的消费群及支持商家的举措是同样重要的。</p>\n<p>　　其次，高管团队方面强调，没有排他性独家合作不会对业务带来实质负面影响，也不会影响阿里留存商家的能力，阿里留住商家并不依赖于排他性协议。品牌在别的平台开店，或通过他们的代理商在别的渠道进行销售，不会对阿里巴巴业务造成实质负面影响。</p>\n<p>　　最后，阿里方面表示，监管对公众传达很清晰的信息，对平台经济/平台运营予以肯定——这些模式为国家的经济增长带来支持，也有助推动创新。这些监管举措旨在确保公平竞争，有利于公众、商家及消费者，以及所有平台经济的参与者。</p>\n<p>　　“这次监管处罚是很好的指引。经历过这次反垄断处罚后，阿里巴巴对于监管的思考有更好的了解，这是一个非常健康的过程，我们也已经进一步强化内控与合规体系，以确保我们依法经营。”</p>\n<p>　　受此消息影响，4月12日港股开盘前，阿里巴巴港股涨幅超过5%，开盘后截至发稿前，涨幅超过7%。</p><p>（文章来源：南方都市报）</p>\n<p>\r\n                (责任编辑：DF537)\r\n            </p>\n</div></body></html>","source":"stock_eastmoney","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CEO张勇等高管回应处罚：对业务没有实质负面影响</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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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阿里CEO张勇等高管回应处罚：对业务没有实质负面影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-12 13:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202104121880353072.html><strong>南方都市报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：阿里CEO张勇等高管回应处罚：对业务没有实质负面影响\r\n            \n　　4月12日8点，阿里巴巴召开了投资者电话会，阿里巴巴董事局主席兼CEO张勇、阿里巴巴执行副主席蔡崇信、阿里巴巴CFO武卫等高管团队对受到国家市场监督管理总局处罚一事向投资者做了说明。\n　　阿里巴巴集团董事会主席兼首席执行官张勇表示，阿里巴巴会将继续聚焦于对商家和消费者的服务，降低新商家进入平台的门槛。同时...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202104121880353072.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/041dc97dddc61a38c6151a410c1ae78c","relate_stocks":{"09988":"阿里巴巴-W"},"source_url":"http://finance.eastmoney.com/a/202104121880353072.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2126050024","content_text":"原标题：阿里CEO张勇等高管回应处罚：对业务没有实质负面影响\r\n            \n　　4月12日8点，阿里巴巴召开了投资者电话会，阿里巴巴董事局主席兼CEO张勇、阿里巴巴执行副主席蔡崇信、阿里巴巴CFO武卫等高管团队对受到国家市场监督管理总局处罚一事向投资者做了说明。\n　　阿里巴巴集团董事会主席兼首席执行官张勇表示，阿里巴巴会将继续聚焦于对商家和消费者的服务，降低新商家进入平台的门槛。同时阿里高管团队强调，没有排他性独家合作不会对业务带来实质负面影响，也不会影响阿里留存商家的能力，阿里留住商家并不依赖于排他性协议。\n　　4月10日，市场监管总局依法对阿里巴巴集团作出行政处罚，责令其停止违法行为，并处以其2019年销售额4%计182.28亿元罚款。当天，阿里巴巴在官方微博上发布致客户和公众的一封信 ：今天的处罚是对我们的警醒和鞭策，将心存感恩、心存敬畏。\n　　4月12日的电话会议中，阿里巴巴上述高管针对处罚及影响做出了详细回应。\n　　一方面，阿里将采取新措施来降低商家进入平台的门槛和经营成本，每年预留数十亿人民币来提升商家服务及支持商家。具体措施包括：降低开店门槛，以及他们的开店成本；逐步降低技术服务费用，免去一些成熟技术的服务费用，并开发新服务和新工具来降低商家的经营成本，进一步支持商家以更低的成本在我们平台运营；投入更多加强商家培训，协助他们熟悉运用平台工具；投资于开拓新的消费群及支持商家的举措是同样重要的。\n　　其次，高管团队方面强调，没有排他性独家合作不会对业务带来实质负面影响，也不会影响阿里留存商家的能力，阿里留住商家并不依赖于排他性协议。品牌在别的平台开店，或通过他们的代理商在别的渠道进行销售，不会对阿里巴巴业务造成实质负面影响。\n　　最后，阿里方面表示，监管对公众传达很清晰的信息，对平台经济/平台运营予以肯定——这些模式为国家的经济增长带来支持，也有助推动创新。这些监管举措旨在确保公平竞争，有利于公众、商家及消费者，以及所有平台经济的参与者。\n　　“这次监管处罚是很好的指引。经历过这次反垄断处罚后，阿里巴巴对于监管的思考有更好的了解，这是一个非常健康的过程，我们也已经进一步强化内控与合规体系，以确保我们依法经营。”\n　　受此消息影响，4月12日港股开盘前，阿里巴巴港股涨幅超过5%，开盘后截至发稿前，涨幅超过7%。（文章来源：南方都市报）\n\r\n                (责任编辑：DF537)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345900749,"gmtCreate":1618270265481,"gmtModify":1618270265481,"author":{"id":"3545681184944913","authorId":"3545681184944913","name":"庚子年入市","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545681184944913","authorIdStr":"3545681184944913"},"themes":[],"htmlText":"不惧监管大涨如红！","listText":"不惧监管大涨如红！","text":"不惧监管大涨如红！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345900749","repostId":"2127509580","repostType":2,"isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}