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我是炒股新手
2021-06-26
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2021-06-25
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2021-04-09
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@GuruFocus:查理·芒格重仓阿里巴巴，该不该跟着买？
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2020年第三季度（2020年10-12月），阿里巴巴核心商业收入同比增长38%至1,955.41亿元，中国零售商业收入同比增长39%至1,536.79亿元；云计算收入同比增长50%至161.15亿元，并首次实现经调整EBITA转正；菜鸟网络收入同比增长51%，首次实现正经营现金流。 然而在过去六个月中，受到各方负面消息的影响，阿里巴巴的市值从其最高点损失了近五分之一，美股股价从最高$317跌落至最低$220附近。先是蚂蚁金融上市的不了了之，然后不断面临来自中国和美国监管机构的反垄断调查。而后，债券收益率的上升引发了投资者从高增长科技股向价值股的倾向转变，加剧了对阿里巴巴这种高增长的科技股的抛售。 根据价值大师网的大师仓位功能显示，2020年第四季度中，有大批投资大师减持阿里巴巴，我们熟知的比尔盖茨和高瓴资本等投资界大佬甚至不约而同选择清仓阿里。仅有桥水基金和木头姐逆流而上，分别加仓20%和100%。被投资大师减持的消息也进一步加剧了普通投资者对阿里的抛售，股价也降至了近一年的低点。 阿里巴巴大师最新交易，来源：价值大师网 当股价下降到一定程度后，投资者们往往从恐惧转向贪婪，阿里当前就面临着这个局面。不少投资者开始思考阿里当前的估值如何？现在入手阿里是一个正确的选择吗？ 当大部分投资者还在犹豫不决时，股神巴菲特的搭档兼挚友查理·芒格已经有所行动。大师价值","text":"点击蓝字关注，教你像大师一样投资！ 本文首发于价值大师网 GuruFocus.cn，转载请注明出处。 阿里巴巴作为中国乃至世界范围内的电商巨头，在去年之前一直被广大投资者认为是中国蓬勃发展的科技股代表。和亚马逊一样，在建立起电商王国的同时，阿里也不忘加固其“生态系统”，包括云计算、媒体广告、游戏等各个方面。并且其主要业务的收入和收益均保持每年两位数的增长。 阿里巴巴关键比率，来源：价值大师网 2020年第三季度（2020年10-12月），阿里巴巴核心商业收入同比增长38%至1,955.41亿元，中国零售商业收入同比增长39%至1,536.79亿元；云计算收入同比增长50%至161.15亿元，并首次实现经调整EBITA转正；菜鸟网络收入同比增长51%，首次实现正经营现金流。 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本文首发于价值大师网 GuruFocus.cn，转载请注明出处。 阿里巴巴作为中国乃至世界范围内的电商巨头，在去年之前一直被广大投资者认为是中国蓬勃发展的科技股代表。和亚马逊一样，在建立起电商王国的同时，阿里也不忘加固其“生态系统”，包括云计算、媒体广告、游戏等各个方面。并且其主要业务的收入和收益均保持每年两位数的增长。 阿里巴巴关键比率，来源：价值大师网 2020年第三季度（2020年10-12月），阿里巴巴核心商业收入同比增长38%至1,955.41亿元，中国零售商业收入同比增长39%至1,536.79亿元；云计算收入同比增长50%至161.15亿元，并首次实现经调整EBITA转正；菜鸟网络收入同比增长51%，首次实现正经营现金流。 然而在过去六个月中，受到各方负面消息的影响，阿里巴巴的市值从其最高点损失了近五分之一，美股股价从最高$317跌落至最低$220附近。先是蚂蚁金融上市的不了了之，然后不断面临来自中国和美国监管机构的反垄断调查。而后，债券收益率的上升引发了投资者从高增长科技股向价值股的倾向转变，加剧了对阿里巴巴这种高增长的科技股的抛售。 根据价值大师网的大师仓位功能显示，2020年第四季度中，有大批投资大师减持阿里巴巴，我们熟知的比尔盖茨和高瓴资本等投资界大佬甚至不约而同选择清仓阿里。仅有桥水基金和木头姐逆流而上，分别加仓20%和100%。被投资大师减持的消息也进一步加剧了普通投资者对阿里的抛售，股价也降至了近一年的低点。 阿里巴巴大师最新交易，来源：价值大师网 当股价下降到一定程度后，投资者们往往从恐惧转向贪婪，阿里当前就面临着这个局面。不少投资者开始思考阿里当前的估值如何？现在入手阿里是一个正确的选择吗？ 当大部分投资者还在犹豫不决时，股神巴菲特的搭档兼挚友查理·芒格已经有所行动。大师价值","listText":"点击蓝字关注，教你像大师一样投资！ 本文首发于价值大师网 GuruFocus.cn，转载请注明出处。 阿里巴巴作为中国乃至世界范围内的电商巨头，在去年之前一直被广大投资者认为是中国蓬勃发展的科技股代表。和亚马逊一样，在建立起电商王国的同时，阿里也不忘加固其“生态系统”，包括云计算、媒体广告、游戏等各个方面。并且其主要业务的收入和收益均保持每年两位数的增长。 阿里巴巴关键比率，来源：价值大师网 2020年第三季度（2020年10-12月），阿里巴巴核心商业收入同比增长38%至1,955.41亿元，中国零售商业收入同比增长39%至1,536.79亿元；云计算收入同比增长50%至161.15亿元，并首次实现经调整EBITA转正；菜鸟网络收入同比增长51%，首次实现正经营现金流。 然而在过去六个月中，受到各方负面消息的影响，阿里巴巴的市值从其最高点损失了近五分之一，美股股价从最高$317跌落至最低$220附近。先是蚂蚁金融上市的不了了之，然后不断面临来自中国和美国监管机构的反垄断调查。而后，债券收益率的上升引发了投资者从高增长科技股向价值股的倾向转变，加剧了对阿里巴巴这种高增长的科技股的抛售。 根据价值大师网的大师仓位功能显示，2020年第四季度中，有大批投资大师减持阿里巴巴，我们熟知的比尔盖茨和高瓴资本等投资界大佬甚至不约而同选择清仓阿里。仅有桥水基金和木头姐逆流而上，分别加仓20%和100%。被投资大师减持的消息也进一步加剧了普通投资者对阿里的抛售，股价也降至了近一年的低点。 阿里巴巴大师最新交易，来源：价值大师网 当股价下降到一定程度后，投资者们往往从恐惧转向贪婪，阿里当前就面临着这个局面。不少投资者开始思考阿里当前的估值如何？现在入手阿里是一个正确的选择吗？ 当大部分投资者还在犹豫不决时，股神巴菲特的搭档兼挚友查理·芒格已经有所行动。大师价值","text":"点击蓝字关注，教你像大师一样投资！ 本文首发于价值大师网 GuruFocus.cn，转载请注明出处。 阿里巴巴作为中国乃至世界范围内的电商巨头，在去年之前一直被广大投资者认为是中国蓬勃发展的科技股代表。和亚马逊一样，在建立起电商王国的同时，阿里也不忘加固其“生态系统”，包括云计算、媒体广告、游戏等各个方面。并且其主要业务的收入和收益均保持每年两位数的增长。 阿里巴巴关键比率，来源：价值大师网 2020年第三季度（2020年10-12月），阿里巴巴核心商业收入同比增长38%至1,955.41亿元，中国零售商业收入同比增长39%至1,536.79亿元；云计算收入同比增长50%至161.15亿元，并首次实现经调整EBITA转正；菜鸟网络收入同比增长51%，首次实现正经营现金流。 然而在过去六个月中，受到各方负面消息的影响，阿里巴巴的市值从其最高点损失了近五分之一，美股股价从最高$317跌落至最低$220附近。先是蚂蚁金融上市的不了了之，然后不断面临来自中国和美国监管机构的反垄断调查。而后，债券收益率的上升引发了投资者从高增长科技股向价值股的倾向转变，加剧了对阿里巴巴这种高增长的科技股的抛售。 根据价值大师网的大师仓位功能显示，2020年第四季度中，有大批投资大师减持阿里巴巴，我们熟知的比尔盖茨和高瓴资本等投资界大佬甚至不约而同选择清仓阿里。仅有桥水基金和木头姐逆流而上，分别加仓20%和100%。被投资大师减持的消息也进一步加剧了普通投资者对阿里的抛售，股价也降至了近一年的低点。 阿里巴巴大师最新交易，来源：价值大师网 当股价下降到一定程度后，投资者们往往从恐惧转向贪婪，阿里当前就面临着这个局面。不少投资者开始思考阿里当前的估值如何？现在入手阿里是一个正确的选择吗？ 当大部分投资者还在犹豫不决时，股神巴菲特的搭档兼挚友查理·芒格已经有所行动。大师价值","images":[{"img":"https://static.tigerbbs.com/09c818815c1e4381b297a3f7ece3887f","width":"585","height":"558"},{"img":"https://static.tigerbbs.com/385e26135331406a9f7c0e3145035809","width":"1080","height":"454"},{"img":"https://static.tigerbbs.com/5256f984613849008a2851f8616d8865","width":"387","height":"178"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343745785","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":13,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
