BillyHe的个人主页 - 老虎社区

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2021-06-12

$百度(BIDU)$真拉啊同期买的JKS都快回本了

2021-04-13

$晶科能源(JKS)$指数快新高中概跟个乞丐一样跌死不愧是中丐

2021-03-26

$百度(BIDU)$真是牛逼…

2021-03-24

$百度(BIDU)$儿子股

2021-02-03

$百度(BIDU)$PE才25 这么好的标的就硬洗像话吗

2020-11-27

小编写错了…是362美元吧

阿里股价还能再涨30%？这是高盛看好的理由

2020-11-23

$阿里巴巴(BABA)$有一只被我买废的…

2020-11-14

被这个破消息全部吓跑了真牛逼

大空头香橼突然发声：蔚来目标价应为25美元

2020-11-13

$蔚来(NIO)$大家别跑呀至少等财报出来吧

去老虎APP查看更多动态

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像话吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314520801","isVote":1,"tweetType":1,"viewCount":1476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391311398,"gmtCreate":1606486434714,"gmtModify":1703843329210,"author":{"id":"3564385163880146","authorId":"3564385163880146","name":"BillyHe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"小编写错了…是362美元吧","listText":"小编写错了…是362美元吧","text":"小编写错了…是362美元吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391311398","repostId":"1176646578","repostType":2,"repost":{"id":"1176646578","pubTimestamp":1606455256,"share":"https://www.laohu8.com/m/news/1176646578?lang=&edition=full","pubTime":"2020-11-27 13:34","market":"us","language":"zh","title":"阿里股价还能再涨30%？这是高盛看好的理由","url":"https://stock-news.laohu8.com/highlight/detail?id=1176646578","media":"华尔街见闻","summary":"在11月25日发布的研报中，高盛重申了对于阿里巴巴股票的“买入”级，并将该公司的港股和美股12个月目标价分别上调30%、34%，至352港元、262美元。按照11月24日收盘价计算，高盛给出的阿里港股","content":"<p>在11月25日发布的研报中，<a href=\"https://laohu8.com/S/GS\">高盛</a>重申了对于<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>股票的“买入”级，并将该公司的港股和美股12个月目标价分别上调30%、34%，至352港元、262美元。按照11月24日收盘价计算，高盛给出的阿里港股目标价意味着其仍拥有30%的上涨空间，美股目标价意味着有29%的上涨空间。这样的目标价意味着高盛预测其远期市盈率将达到21.3倍。高盛对于阿里巴巴非常看好，因为他们认为阿里巴巴在电子商务市场的领先地位，是由其核心商家的商品供给所保障的。在这一点上，阿里巴巴优势明显。此外，高盛对于阿里巴巴利用其强大的基础设施建设发展新业务的能力也十分肯定。阿里巴巴最近在新计划方面取得重大进展，这也给予了高盛作出以上判断的信心。<img src=\"https://static.tigerbbs.com/338f7762b2dcc4e16413f3e94538d0b7\" tg-width=\"917\" tg-height=\"585\"><b>如何评价反垄断指南对阿里的影响？</b></p>\n<p>对于市场最关心的平台经济领域反垄断指南及其对阿里巴巴等科技巨头的影响，高盛称，在阿里巴巴11月23日举办的电话会议中，阿里高层表示，反垄断指南对公司未来的发展轨迹影响有限。</p>\n<p>对于二者探讨得出的该法案对于阿里巴巴的影响，高盛总结如下：</p>\n<p>首先，阿里巴巴的利益和该草案的根本目标是一致的。阿里巴巴目前的经营活动一切合规，打击平台欺诈不端行为、不对商家施加限制等也是阿里巴巴一直以来在做的事。</p>\n<p>此外，阿里巴巴多年来对拉动国内消费、促进贸易和创新贡献突出，其发展符合中国的长远利益。</p>\n<p>其次，尽管该征求意见稿名为反垄断指南，其内容却不不仅仅局限于反垄断。它力图维护顾客的权益和数据安全，保证产品安全，保护IP，以促进行业的健康稳定发展。阿里巴巴作为主要电商平台，也将从中受益。</p>\n<p>最后，该规则旨在解决各类互联网垂直市场中的行业集中度问题。然而，电子商务的行业集中度在其中并不算高，甚至可以算得上相对较低（见图表1和2）。</p>\n<p>如表1所示，社交、网游、音乐、旅游等行业的行业集中度远高于电商，表中只有房地产行业的行业集中度在电商之后。</p>\n<p>此外，据表2，用户在电商领域的支出也最分散，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、阿里巴巴、字节跳动、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>等巨头都在市场占有一席之地，垄断情况反而相对不太突出。</p>\n<p><img src=\"https://static.tigerbbs.com/9e4b611ffcdeb100ff3ae598772da8d5\" tg-width=\"1137\" tg-height=\"712\"></p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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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阿里股价还能再涨30%？这是高盛看好的理由\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-27 13:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3611531><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在11月25日发布的研报中，高盛重申了对于阿里巴巴股票的“买入”级，并将该公司的港股和美股12个月目标价分别上调30%、34%，至352港元、262美元。按照11月24日收盘价计算，高盛给出的阿里港股目标价意味着其仍拥有30%的上涨空间，美股目标价意味着有29%的上涨空间。这样的目标价意味着高盛预测其远期市盈率将达到21.3倍。高盛对于阿里巴巴非常看好，因为他们认为阿里巴巴在电子商务市场的领先地位...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3611531\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c35723577cc834496a19c9213e36ed66","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"https://wallstreetcn.com/articles/3611531","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1176646578","content_text":"在11月25日发布的研报中，高盛重申了对于阿里巴巴股票的“买入”级，并将该公司的港股和美股12个月目标价分别上调30%、34%，至352港元、262美元。按照11月24日收盘价计算，高盛给出的阿里港股目标价意味着其仍拥有30%的上涨空间，美股目标价意味着有29%的上涨空间。这样的目标价意味着高盛预测其远期市盈率将达到21.3倍。高盛对于阿里巴巴非常看好，因为他们认为阿里巴巴在电子商务市场的领先地位，是由其核心商家的商品供给所保障的。在这一点上，阿里巴巴优势明显。此外，高盛对于阿里巴巴利用其强大的基础设施建设发展新业务的能力也十分肯定。阿里巴巴最近在新计划方面取得重大进展，这也给予了高盛作出以上判断的信心。如何评价反垄断指南对阿里的影响？\n对于市场最关心的平台经济领域反垄断指南及其对阿里巴巴等科技巨头的影响，高盛称，在阿里巴巴11月23日举办的电话会议中，阿里高层表示，反垄断指南对公司未来的发展轨迹影响有限。\n对于二者探讨得出的该法案对于阿里巴巴的影响，高盛总结如下：\n首先，阿里巴巴的利益和该草案的根本目标是一致的。阿里巴巴目前的经营活动一切合规，打击平台欺诈不端行为、不对商家施加限制等也是阿里巴巴一直以来在做的事。\n此外，阿里巴巴多年来对拉动国内消费、促进贸易和创新贡献突出，其发展符合中国的长远利益。\n其次，尽管该征求意见稿名为反垄断指南，其内容却不不仅仅局限于反垄断。它力图维护顾客的权益和数据安全，保证产品安全，保护IP，以促进行业的健康稳定发展。阿里巴巴作为主要电商平台，也将从中受益。\n最后，该规则旨在解决各类互联网垂直市场中的行业集中度问题。然而，电子商务的行业集中度在其中并不算高，甚至可以算得上相对较低（见图表1和2）。\n如表1所示，社交、网游、音乐、旅游等行业的行业集中度远高于电商，表中只有房地产行业的行业集中度在电商之后。\n此外，据表2，用户在电商领域的支出也最分散，腾讯、阿里巴巴、字节跳动、拼多多等巨头都在市场占有一席之地，垄断情况反而相对不太突出。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399506380,"gmtCreate":1606145229440,"gmtModify":1703841197815,"author":{"id":"3564385163880146","authorId":"3564385163880146","name":"BillyHe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>有一只被我买废的…","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>有一只被我买废的…","text":"$阿里巴巴(BABA)$有一只被我买废的…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399506380","isVote":1,"tweetType":1,"viewCount":1123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304716875,"gmtCreate":1605285316897,"gmtModify":1703837368471,"author":{"id":"3564385163880146","authorId":"3564385163880146","name":"BillyHe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"被这个破消息全部吓跑了 真牛逼","listText":"被这个破消息全部吓跑了 真牛逼","text":"被这个破消息全部吓跑了 真牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304716875","repostId":"1157792552","repostType":2,"repost":{"id":"1157792552","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":1605279014,"share":"https://www.laohu8.com/m/news/1157792552?lang=&edition=full","pubTime":"2020-11-13 22:50","market":"us","language":"zh","title":"大空头香橼突然发声：蔚来目标价应为25美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1157792552","media":"老虎资讯综合","summary":"周五美股盘中，新能源汽车概念股涨幅集体收窄，截至发稿，$理想汽车(LI)$涨13%，此前一度涨近30%，$小鹏汽车(XPEV)$、$蔚来(NIO)$现涨逾4%。\n\n\n\n\n\n此前，做空机构香橼资本发表推文，称$蔚来(NIO)$汽车目标价应为25美元。\n\n香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。","content":"<p>周五美股盘中，新能源汽车概念股涨幅集体收窄，截至发稿，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨13%，此前一度涨近30%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>现涨逾4%。</p><p><img src=\"https://static.tigerbbs.com/2b1ce3bd37648fd9ecd2fad8365b1a4e\" tg-width=\"840\" tg-height=\"470\"></p><p><img src=\"https://static.tigerbbs.com/240eef3cfd83701c7d35689a35a47f86\" tg-width=\"840\" tg-height=\"470\"></p><p>此前，<b>做空机构香橼资本发表推文，称<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价应为25美元。</b></p><p>香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。</p><p><img src=\"https://static.tigerbbs.com/834f89ea21c5803976091bcef371c2b7\" tg-width=\"1125\" tg-height=\"1830\"></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>大空头香橼突然发声：蔚来目标价应为25美元</title>\n<style 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href=\"https://laohu8.com/S/LI\">理想汽车</a>涨13%，此前一度涨近30%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>现涨逾4%。</p><p><img src=\"https://static.tigerbbs.com/2b1ce3bd37648fd9ecd2fad8365b1a4e\" tg-width=\"840\" tg-height=\"470\"></p><p><img src=\"https://static.tigerbbs.com/240eef3cfd83701c7d35689a35a47f86\" tg-width=\"840\" tg-height=\"470\"></p><p>此前，<b>做空机构香橼资本发表推文，称<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价应为25美元。</b></p><p>香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。</p><p><img src=\"https://static.tigerbbs.com/834f89ea21c5803976091bcef371c2b7\" tg-width=\"1125\" tg-height=\"1830\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157792552","content_text":"周五美股盘中，新能源汽车概念股涨幅集体收窄，截至发稿，理想汽车涨13%，此前一度涨近30%，小鹏汽车、蔚来现涨逾4%。此前，做空机构香橼资本发表推文，称蔚来汽车目标价应为25美元。香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304632788,"gmtCreate":1605208258244,"gmtModify":1703836808313,"author":{"id":"3564385163880146","authorId":"3564385163880146","name":"BillyHe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/JKS\">$晶科能源(JKS)$</a>指数快新高 中概跟个乞丐一样 跌死 不愧是中丐","listText":"<a href=\"https://laohu8.com/S/JKS\">$晶科能源(JKS)$</a>指数快新高 中概跟个乞丐一样 跌死 不愧是中丐","text":"$晶科能源(JKS)$指数快新高 中概跟个乞丐一样 跌死 不愧是中丐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345271247","isVote":1,"tweetType":1,"viewCount":2233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314520801,"gmtCreate":1612363426403,"gmtModify":1703760888968,"author":{"id":"3564385163880146","authorId":"3564385163880146","name":"BillyHe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>PE才25 这么好的标的 就硬洗 像话吗","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>PE才25 这么好的标的 就硬洗 像话吗","text":"$百度(BIDU)$PE才25 这么好的标的 就硬洗 像话吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314520801","isVote":1,"tweetType":1,"viewCount":1476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304632788,"gmtCreate":1605208258244,"gmtModify":1703836808313,"author":{"id":"3564385163880146","authorId":"3564385163880146","name":"BillyHe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>大家别跑呀 至少等财报出来吧","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>大家别跑呀 至少等财报出来吧","text":"$蔚来(NIO)$大家别跑呀 至少等财报出来吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/304632788","isVote":1,"tweetType":1,"viewCount":1577,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391311398,"gmtCreate":1606486434714,"gmtModify":1703843329210,"author":{"id":"3564385163880146","authorId":"3564385163880146","name":"BillyHe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"小编写错了…是362美元吧","listText":"小编写错了…是362美元吧","text":"小编写错了…是362美元吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391311398","repostId":"1176646578","repostType":2,"repost":{"id":"1176646578","pubTimestamp":1606455256,"share":"https://www.laohu8.com/m/news/1176646578?lang=&edition=full","pubTime":"2020-11-27 13:34","market":"us","language":"zh","title":"阿里股价还能再涨30%？这是高盛看好的理由","url":"https://stock-news.laohu8.com/highlight/detail?id=1176646578","media":"华尔街见闻","summary":"在11月25日发布的研报中，高盛重申了对于阿里巴巴股票的“买入”级，并将该公司的港股和美股12个月目标价分别上调30%、34%，至352港元、262美元。按照11月24日收盘价计算，高盛给出的阿里港股","content":"<p>在11月25日发布的研报中，<a href=\"https://laohu8.com/S/GS\">高盛</a>重申了对于<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>股票的“买入”级，并将该公司的港股和美股12个月目标价分别上调30%、34%，至352港元、262美元。按照11月24日收盘价计算，高盛给出的阿里港股目标价意味着其仍拥有30%的上涨空间，美股目标价意味着有29%的上涨空间。这样的目标价意味着高盛预测其远期市盈率将达到21.3倍。高盛对于阿里巴巴非常看好，因为他们认为阿里巴巴在电子商务市场的领先地位，是由其核心商家的商品供给所保障的。在这一点上，阿里巴巴优势明显。此外，高盛对于阿里巴巴利用其强大的基础设施建设发展新业务的能力也十分肯定。阿里巴巴最近在新计划方面取得重大进展，这也给予了高盛作出以上判断的信心。<img src=\"https://static.tigerbbs.com/338f7762b2dcc4e16413f3e94538d0b7\" tg-width=\"917\" tg-height=\"585\"><b>如何评价反垄断指南对阿里的影响？</b></p>\n<p>对于市场最关心的平台经济领域反垄断指南及其对阿里巴巴等科技巨头的影响，高盛称，在阿里巴巴11月23日举办的电话会议中，阿里高层表示，反垄断指南对公司未来的发展轨迹影响有限。</p>\n<p>对于二者探讨得出的该法案对于阿里巴巴的影响，高盛总结如下：</p>\n<p>首先，阿里巴巴的利益和该草案的根本目标是一致的。阿里巴巴目前的经营活动一切合规，打击平台欺诈不端行为、不对商家施加限制等也是阿里巴巴一直以来在做的事。</p>\n<p>此外，阿里巴巴多年来对拉动国内消费、促进贸易和创新贡献突出，其发展符合中国的长远利益。</p>\n<p>其次，尽管该征求意见稿名为反垄断指南，其内容却不不仅仅局限于反垄断。它力图维护顾客的权益和数据安全，保证产品安全，保护IP，以促进行业的健康稳定发展。阿里巴巴作为主要电商平台，也将从中受益。</p>\n<p>最后，该规则旨在解决各类互联网垂直市场中的行业集中度问题。然而，电子商务的行业集中度在其中并不算高，甚至可以算得上相对较低（见图表1和2）。</p>\n<p>如表1所示，社交、网游、音乐、旅游等行业的行业集中度远高于电商，表中只有房地产行业的行业集中度在电商之后。</p>\n<p>此外，据表2，用户在电商领域的支出也最分散，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、阿里巴巴、字节跳动、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>等巨头都在市场占有一席之地，垄断情况反而相对不太突出。</p>\n<p><img src=\"https://static.tigerbbs.com/9e4b611ffcdeb100ff3ae598772da8d5\" tg-width=\"1137\" tg-height=\"712\"></p>","source":"highlight_wallstreetcn","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>阿里股价还能再涨30%？这是高盛看好的理由</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{ 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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阿里股价还能再涨30%？这是高盛看好的理由\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-27 13:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3611531><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在11月25日发布的研报中，高盛重申了对于阿里巴巴股票的“买入”级，并将该公司的港股和美股12个月目标价分别上调30%、34%，至352港元、262美元。按照11月24日收盘价计算，高盛给出的阿里港股目标价意味着其仍拥有30%的上涨空间，美股目标价意味着有29%的上涨空间。这样的目标价意味着高盛预测其远期市盈率将达到21.3倍。高盛对于阿里巴巴非常看好，因为他们认为阿里巴巴在电子商务市场的领先地位...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3611531\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c35723577cc834496a19c9213e36ed66","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"https://wallstreetcn.com/articles/3611531","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1176646578","content_text":"在11月25日发布的研报中，高盛重申了对于阿里巴巴股票的“买入”级，并将该公司的港股和美股12个月目标价分别上调30%、34%，至352港元、262美元。按照11月24日收盘价计算，高盛给出的阿里港股目标价意味着其仍拥有30%的上涨空间，美股目标价意味着有29%的上涨空间。这样的目标价意味着高盛预测其远期市盈率将达到21.3倍。高盛对于阿里巴巴非常看好，因为他们认为阿里巴巴在电子商务市场的领先地位，是由其核心商家的商品供给所保障的。在这一点上，阿里巴巴优势明显。此外，高盛对于阿里巴巴利用其强大的基础设施建设发展新业务的能力也十分肯定。阿里巴巴最近在新计划方面取得重大进展，这也给予了高盛作出以上判断的信心。如何评价反垄断指南对阿里的影响？\n对于市场最关心的平台经济领域反垄断指南及其对阿里巴巴等科技巨头的影响，高盛称，在阿里巴巴11月23日举办的电话会议中，阿里高层表示，反垄断指南对公司未来的发展轨迹影响有限。\n对于二者探讨得出的该法案对于阿里巴巴的影响，高盛总结如下：\n首先，阿里巴巴的利益和该草案的根本目标是一致的。阿里巴巴目前的经营活动一切合规，打击平台欺诈不端行为、不对商家施加限制等也是阿里巴巴一直以来在做的事。\n此外，阿里巴巴多年来对拉动国内消费、促进贸易和创新贡献突出，其发展符合中国的长远利益。\n其次，尽管该征求意见稿名为反垄断指南，其内容却不不仅仅局限于反垄断。它力图维护顾客的权益和数据安全，保证产品安全，保护IP，以促进行业的健康稳定发展。阿里巴巴作为主要电商平台，也将从中受益。\n最后，该规则旨在解决各类互联网垂直市场中的行业集中度问题。然而，电子商务的行业集中度在其中并不算高，甚至可以算得上相对较低（见图表1和2）。\n如表1所示，社交、网游、音乐、旅游等行业的行业集中度远高于电商，表中只有房地产行业的行业集中度在电商之后。\n此外，据表2，用户在电商领域的支出也最分散，腾讯、阿里巴巴、字节跳动、拼多多等巨头都在市场占有一席之地，垄断情况反而相对不太突出。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399506380,"gmtCreate":1606145229440,"gmtModify":1703841197815,"author":{"id":"3564385163880146","authorId":"3564385163880146","name":"BillyHe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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