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我是做电商的,我根本不看好拼多多,多多已经把它能用的招式打光了,再要这么高的增长,商家只有逃跑 因为多多的高盈利完全是建立在对商家的残酷压榨上,是的,你没看错,是残酷,平台的运营思路就是建立在如何榨干商家上。现在哪里还有新鲜血液能像前几年那样源源不断进入多多。现在做多多的,都是大供应链,一旦连他们都逃跑,多多就完蛋
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2022-12-21
蔡崇信
Is Co-Founder Joe Tsai Giving Up on Alibaba Stock?
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data-views=\"1\"></v-v>","text":"$阿里巴巴-SW(09988)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628164177","isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":623408689,"gmtCreate":1671580047942,"gmtModify":1671586756265,"author":{"id":"3559714931328968","authorId":"3559714931328968","name":"ruyrfhhfgjgf","avatar":"https://static.tigerbbs.com/4c061f67826b6f9c647fadd20784212d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559714931328968","authorIdStr":"3559714931328968"},"themes":[],"htmlText":"蔡崇信","listText":"蔡崇信","text":"蔡崇信","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623408689","repostId":"1194255814","repostType":2,"repost":{"id":"1194255814","pubTimestamp":1671503921,"share":"https://www.laohu8.com/m/news/1194255814?lang=&edition=full","pubTime":"2022-12-20 10:38","market":"hk","language":"en","title":"Is Co-Founder Joe Tsai Giving Up on Alibaba Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1194255814","media":"InvestorPlace","summary":"Alibaba’s(BABA) stock has been dealt a sudden blow.Co-founder Joe Tsai has opted to offload a large ","content":"<html><head></head><body><ul><li><b>Alibaba’s</b>(<b><u>BABA</u></b>) stock has been dealt a sudden blow.</li><li>Co-founder Joe Tsai has opted to offload a large number of shares.</li><li>BABA stock is rising today but Tsai’s move raises some questions.</li></ul><p>One of <b>Alibaba’s</b>(NYSE: <b><u>BABA</u></b>) leaders may be giving up on the company. Co-founder and executive vice chairman Joe Tsai revealed that he plans to sell 8% of his stake in the e-commerce giant. One of the driving forces behind the company’s early success, Tsai has been focusing on investments outside Alibaba recently. <i>Bloomberg</i> reports that he is executing the sale, worth roughly $260 million, through <b>Morgan Stanley</b>(NYSE: <b><u>MS</u></b>). This news hasn’t pushed BABA stock down. On the contrary, it’s been rising since the story broke on Dec. 16.</p><p>However, Tsai’s timing in offloading his stake in the company he helped build is worth a closer look, as it will likely have implications for investors.</p><p><b>What’s Happening With BABA Stock</b></p><p>BABA stock is starting this week off on a positive note. It is up 0.43% today, although its current trajectory indicates that it may slip back into the red. Given Tsai’s announcement, this wouldn’t be surprising. When a company’s leader starts offloading shares, it can easily spark negative momentum. He may have picked this time to sell since BABA is currently up 13% for the month.</p><p>Tsai isn’t the only important investor who has moved to sell off BABA stock lately, though. Hedge funds have been decreasing their positions in the company for months, as macroeconomic headwinds have pushed Chinese stocks down. Since last quarter, holdings have fallen by 12 million shares. As <i>InvestorPlace</i> contributor Thomas Niel reports, both main street and Wall Street investors have soured on the stock amid a turbulent market. Despite rising this month, BABA stock is coming off a highly volatile year during which it has lost 24% of its value.</p><p>Neither Tsai nor Morgan Stanley have commented on the sale yet. But it’s not hard to see why the billionaire would be moving to sell now. Alibaba’s losses for the year have been significantly lower than those of Chinese electric vehicle (EV) producers <b>Nio</b>(NYSE:<b><u>NIO</u></b>) and <b>XPeng</b>(NYSE:<b><u>XPEV</u></b>), even as demand for their products has boomed in 2022. But while the easing of some restrictions helped Chinese stocks rise early in the month, these policies could be reversed at any time asCovid-19 cases are still surging throughout the country. For that reason, it is still hard for many investors to bet big on Chinese companies.</p><p><b>The Bottom Line</b></p><p>It’s possible that Tsai may be reducing his BABA stock holdings because he has lost faith in the company. However, investors shouldn’t disregard the possibility that Tsai may need to free up funds to focus on other investments. Tsai owns both the Brooklyn Nets of the NBA and the New York Liberty of the WNBA. It would also make sense that he wants to focus on investments in the U.S. while China struggles to make up the economic ground it has lost.</p><p>Tsai offloading shares isn’t necessarily a reason to get against BABA stock. However, investors are still likely to proceed carefully as Chinese headwinds threaten markets. For that reason, Alibaba and its peers may remain volatile for the foreseeable future.</p></body></html>","source":"investorplace","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>Is Co-Founder Joe Tsai Giving Up on Alibaba Stock?</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{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nIs Co-Founder Joe Tsai Giving Up on Alibaba Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-20 10:38 GMT+8 <a href=https://investorplace.com/2022/12/is-co-founder-joe-tsai-giving-up-on-alibaba-baba-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba’s(BABA) stock has been dealt a sudden blow.Co-founder Joe Tsai has opted to offload a large number of shares.BABA stock is rising today but Tsai’s move raises some questions.One of Alibaba’s(...</p>\n\n<a href=\"https://investorplace.com/2022/12/is-co-founder-joe-tsai-giving-up-on-alibaba-baba-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://investorplace.com/2022/12/is-co-founder-joe-tsai-giving-up-on-alibaba-baba-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194255814","content_text":"Alibaba’s(BABA) stock has been dealt a sudden blow.Co-founder Joe Tsai has opted to offload a large number of shares.BABA stock is rising today but Tsai’s move raises some questions.One of Alibaba’s(NYSE: BABA) leaders may be giving up on the company. Co-founder and executive vice chairman Joe Tsai revealed that he plans to sell 8% of his stake in the e-commerce giant. One of the driving forces behind the company’s early success, Tsai has been focusing on investments outside Alibaba recently. Bloomberg reports that he is executing the sale, worth roughly $260 million, through Morgan Stanley(NYSE: MS). This news hasn’t pushed BABA stock down. On the contrary, it’s been rising since the story broke on Dec. 16.However, Tsai’s timing in offloading his stake in the company he helped build is worth a closer look, as it will likely have implications for investors.What’s Happening With BABA StockBABA stock is starting this week off on a positive note. It is up 0.43% today, although its current trajectory indicates that it may slip back into the red. Given Tsai’s announcement, this wouldn’t be surprising. When a company’s leader starts offloading shares, it can easily spark negative momentum. He may have picked this time to sell since BABA is currently up 13% for the month.Tsai isn’t the only important investor who has moved to sell off BABA stock lately, though. Hedge funds have been decreasing their positions in the company for months, as macroeconomic headwinds have pushed Chinese stocks down. Since last quarter, holdings have fallen by 12 million shares. As InvestorPlace contributor Thomas Niel reports, both main street and Wall Street investors have soured on the stock amid a turbulent market. Despite rising this month, BABA stock is coming off a highly volatile year during which it has lost 24% of its value.Neither Tsai nor Morgan Stanley have commented on the sale yet. But it’s not hard to see why the billionaire would be moving to sell now. Alibaba’s losses for the year have been significantly lower than those of Chinese electric vehicle (EV) producers Nio(NYSE:NIO) and XPeng(NYSE:XPEV), even as demand for their products has boomed in 2022. But while the easing of some restrictions helped Chinese stocks rise early in the month, these policies could be reversed at any time asCovid-19 cases are still surging throughout the country. For that reason, it is still hard for many investors to bet big on Chinese companies.The Bottom LineIt’s possible that Tsai may be reducing his BABA stock holdings because he has lost faith in the company. However, investors shouldn’t disregard the possibility that Tsai may need to free up funds to focus on other investments. Tsai owns both the Brooklyn Nets of the NBA and the New York Liberty of the WNBA. It would also make sense that he wants to focus on investments in the U.S. while China struggles to make up the economic ground it has lost.Tsai offloading shares isn’t necessarily a reason to get against BABA stock. However, investors are still likely to proceed carefully as Chinese headwinds threaten markets. For that reason, Alibaba and its peers may remain volatile for the foreseeable future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":343855439425864,"gmtCreate":1724989457886,"gmtModify":1724989459967,"author":{"id":"3559714931328968","authorId":"3559714931328968","name":"ruyrfhhfgjgf","avatar":"https://static.tigerbbs.com/4c061f67826b6f9c647fadd20784212d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559714931328968","idStr":"3559714931328968"},"themes":[],"htmlText":"我是做电商的,我根本不看好拼多多,多多已经把它能用的招式打光了,再要这么高的增长,商家只有逃跑 因为多多的高盈利完全是建立在对商家的残酷压榨上,是的,你没看错,是残酷,平台的运营思路就是建立在如何榨干商家上。现在哪里还有新鲜血液能像前几年那样源源不断进入多多。现在做多多的,都是大供应链,一旦连他们都逃跑,多多就完蛋","listText":"我是做电商的,我根本不看好拼多多,多多已经把它能用的招式打光了,再要这么高的增长,商家只有逃跑 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