伍___Maggie的个人主页 - 老虎社区

伍___Maggie

伍___Maggie

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IP属地：广东

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2021-07-14

把心中疑惑阐述的很到位

抱歉，原内容已删除

2021-07-03

有语音就好啦

Can Alibaba Turn Around Its Woes in the Second Half of 2021?

2022-06-02

$阿里巴巴(BABA)$按现在的大盘的话，我觉得它目标价80上下差不多。

2021-08-08

这家公司已经多次刷新众人道德观希望它早日倒闭吧捧那么高这社会没有谁都能转

疑阿里被侵害女员工本人控诉：我已经流干了所有眼泪我有两个诉求

2021-08-04

阿里内部事业群都是相互消费的这样的财报是不是有很大的膨胀空间

大环境变了，阿里巴巴也变了

去老虎APP查看更多动态

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8月7日晚间消息，“阿里巴巴女员工被侵害”一事引发关注。在阿里巴巴内网，一则关于该事件的描述“炸开了锅”。该文章作者可能系被侵害女员工本人，其用近8000字，详细叙述了事发经过。作者在文中称，“我从来没想到，有一天竟然会遇到这样的事，现在想起来，感觉就像梦一场，一个让人恐怖、害怕、无助、无奈的噩梦！”作者在文末重审了诉求：第一，依据公司规章制度，开除涉事人员，且阿里系的公司对其永不录用...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-08-07/doc-ikqcfncc1552616.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/995418fbbbc235e75883dec898dccaa8","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-08-07/doc-ikqcfncc1552616.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157975374","content_text":"新浪科技讯 8月7日晚间消息，“阿里巴巴女员工被侵害”一事引发关注。在阿里巴巴内网，一则关于该事件的描述“炸开了锅”。该文章作者可能系被侵害女员工本人，其用近8000字，详细叙述了事发经过。作者在文中称，“我从来没想到，有一天竟然会遇到这样的事，现在想起来，感觉就像梦一场，一个让人恐怖、害怕、无助、无奈的噩梦！”作者在文末重审了诉求：第一，依据公司规章制度，开除涉事人员，且阿里系的公司对其永不录用；第二，需要一段长假，调理身心健康；作者表示，“我都已经报案了，法律有法律的制裁，在公司侧，我希望也能按照公司的规章制度和应有的态度，给出公正客观的处理结果”最后，该人士直言道：“世界上最厉害的武器，是豁出去的决心。我现在已经流干了所有的眼泪，再也没有什么好在乎的了，大不了鱼死网破，反正我会抗争到底！永不屈服！”今日晚间，阿里巴巴官方发布回应称，无论是猥亵还是性侵，都是非常严重的犯罪行为，阿里巴巴决不容忍。济南警方已对该案进行调查，阿里已对涉嫌员工停职，并将全力配合警方调查，密切关注警方调查进展和结果。同时，阿里巴巴内部已由蒋芳牵头成立独立调查组，对此事和事发后在公司内举报全过程进行全面调查，并向全体员工公布调查结果。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":807784062,"gmtCreate":1628058456856,"gmtModify":1628059504349,"author":{"id":"3584897077063007","authorId":"3584897077063007","name":"伍___Maggie","avatar":"https://static.tigerbbs.com/46c5dfdd5490f428b38c1860d48c3842","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584897077063007","authorIdStr":"3584897077063007"},"themes":[],"htmlText":"阿里内部事业群都是相互消费的这样的财报是不是有很大的膨胀空间","listText":"阿里内部事业群都是相互消费的这样的财报是不是有很大的膨胀空间","text":"阿里内部事业群都是相互消费的这样的财报是不是有很大的膨胀空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807784062","repostId":"1111686575","repostType":2,"repost":{"id":"1111686575","kind":"news","pubTimestamp":1628041508,"share":"https://www.laohu8.com/m/news/1111686575?lang=&edition=full","pubTime":"2021-08-04 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referrerpolicy=\"no-referrer\"></p>\n<p><b>营收不及预期、增收不增利。</b>这当然不是一份能跟全盛时期相比的财报，但其透露出的关键信号一点不少——巨头已经转身，它既走在大趋势中，也走在自我革新、“再造阿里”的路上。</p>\n<p><b>重押新赛道，增长不能停</b></p>\n<p>“仅仅保障利润，对于阿里的长期投资者是非常愚蠢的。”</p>\n<p>在2021年第四财季的电话会上，阿里巴巴集团CFO武卫有过上述表述。而在这一次财报中，阿里巴巴做了更具体的阐释——“我们已开始将增量利润及额外资本用于投资战略领域，支持平台商家”。</p>\n<p>本财季，阿里巴巴加大了对社区商业平台、淘特（即此前的淘宝特价版）、本地生活服务以及Lazada等战略领域，以及闲鱼、淘宝直播等增长业务的投入，商家支持举措则指的是今年出台的各种降平台经营门槛、减平台经营成本的措施。</p>\n<p><b>投资者买的是未来，大家最关心的是：重押新赛道后，都有哪些成果？</b></p>\n<p>最直接的成果是平台活跃用户的增长。根据财报，2021年6月，阿里巴巴中国零售市场的年度活跃消费者达到8.28亿，单季增长1700万；移动月活跃用户数达到9.39亿，单季净增加1400万。</p>\n<p><img src=\"https://static.tigerbbs.com/119cda12fc417e0fa5241ebfc8d84dac\" tg-width=\"1080\" tg-height=\"634\" referrerpolicy=\"no-referrer\"></p>\n<p>阿里巴巴将活跃用户数的增长归功于“渗透欠发达地区市场”策略的成功，截至第一财季末，淘特的年度活跃消费者已增长至超1.9亿。在财报发布后的电话会上，阿里巴巴董事会主席兼CEO张勇透露，<b>“本季度，淘宝特价版给阿里巴巴带来了1000万新增用户。”</b></p>\n<p>国内下沉市场之外，海外市场是阿里巴巴集团的另一重要增量来源。</p>\n<p>在财报中，“全球年度活跃消费者”数据被置于更加醒目的位置，阿里巴巴有意强调海外市场的增长和海外用户数量。根据财报，截至第一财季末，阿里巴巴生态已服务2.65亿海外用户，Lazada订单量同比增长超过90%，Lazada归属的“跨境及全球零售商业”业务取得营收108亿元，同比大增54%。</p>\n<p><img src=\"https://static.tigerbbs.com/cedf66421a9314c3810ac5c9d4e762ff\" tg-width=\"1080\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p>\n<p>同样受到外界高关注的还有阿里巴巴的“社区商业平台”业务。在这次财报中，阿里巴巴首次披露了该项业务的增长情况，但着墨不多。作为集团新业务，社区商业平台业务本财季的GMV和区域分拨中心建筑面积环比分别增长200%和260%。</p>\n<p>和淘特、社区商业平台两项相对年轻的业务不同，长期受到集团重视的本地生活服务板块仍未给出亮眼增长。本财季，阿里巴巴本地生活服务取得收入87.57亿元，同比增长23%，低于总营收增速。</p>\n<p><b>平台淡出「核心」直营撑起未来</b></p>\n<p>以往谈论阿里巴巴，首先提到的是淘系电商及其强大的平台模式。相当一段时间里，平台模式被认为是更“聪明”的商业形态，毕竟赚广告费和佣金，要比做躬身做直营舒服多了。</p>\n<p>风向是会变的，单一的模式也很难适应复杂的业态更迭和商业竞争。在本次财报中，阿里巴巴强调了高鑫零售供应链能力之于确保新业务商品品质、稳定供应、维持具竞争力价格的作用。<b>无论是收入层面还是资源支持层面，直营业务在集团内的地位都在上升。</b></p>\n<p><b>这带来的是一个不一样的阿里巴巴。</b></p>\n<p>根据财报，阿里巴巴的商业分部（此前称“核心商业分部”）下“中国零售商业”的客户管理收入（包含包含广告及佣金收入）同比仅增14%，占总营收的比例从去年同期的46%降至39%。</p>\n<p>与客户管理收入呈现此消彼长走势的是“中国零售商业”的“其他”收入，该项收入主要由直营业务（主要包括高鑫零售、天猫超市、盒马、进口直营和银泰）产生。本财季，“其他”业务取得收入548.04亿元，同比增长82%，远高于34%的总营收增速，占总营收的比例达27%。</p>\n<p><img src=\"https://static.tigerbbs.com/cfee6ed683ee51122e322762e0a7f002\" tg-width=\"1080\" tg-height=\"313\" referrerpolicy=\"no-referrer\"></p>\n<p>从近几次的财报来看，阿里巴巴直营业务的比例明显上升，集团正在变“重”。张勇曾在财报电话会中对此有过解释，在他看来，集团对于1P（直营业务）和3P（第三方业务）各占的比例没有特定目标，最终是什么比例将是有机增长的自然结果。</p>\n<p><b>有意思的是，阿里巴巴在本次财报中将原本的“核心商业”分部表述改为了“商业”分部，这一修改自然有凸显集团多引擎驱动的意思，也多少会让人联想到淡化平台属性的意味。</b></p>\n<p><b>菜鸟起飞、阿里云承压大文娱依然弱势</b></p>\n<p>阿里巴巴集团业务庞杂，业务多了就会有优等生、有明星业务、也有落后于集团发展的后进者。</p>\n<p>除了上文提及的跨境及全球零售商业业务，增长明显高于集团总营收的还有菜鸟物流服务，两者共享来自海外市场的增量。本财季，菜鸟取得营收116.01亿元，同比增长50%，增长主要来自跨境及全球零售商业业务带来的订单增长。</p>\n<p>明星业务指的是被视为集团新增长引擎的阿里云，但当前阿里云增长承压。本财季，阿里云取得营收160.51亿元，同比增长29%，增速低于集团总营收，也低于此前几个季度阿里云本身的增长。</p>\n<p><img src=\"https://static.tigerbbs.com/2705af52284782cfb09f0e849ea5e6f5\" tg-width=\"1080\" tg-height=\"612\" referrerpolicy=\"no-referrer\"></p>\n<p><b>财报再次提到了阿里云失去单一大客户</b>（即字节跳动的国际业务）<b>的影响。</b>在财报电话会上，武卫强调，如果剔除该头部客户的影响，阿里云的收入同比增长应是40%，而该头部客户的影响还会持续到财年结束。</p>\n<p>武卫同时也提及，在线教育行业的风波，也会给阿里云的发展带来一些坎坷。</p>\n<p><b>一个明显的趋势是：作为新兴基础设施，只用业务发展的逻辑看待阿里云已经不够，国际政治和行业政策的变化都可能对阿里云业务造成影响。</b></p>\n<p>和上述业务相比，表现一直相对弱势还是大文娱板块。根据财报，阿里巴巴“数字媒体及娱乐”业务本财季取得营收80.73亿元，同比仅增15%。</p>\n<p><img src=\"https://static.tigerbbs.com/f13ca20024ae66efca79be6098cf8cc4\" tg-width=\"1080\" tg-height=\"730\" referrerpolicy=\"no-referrer\"></p>\n<p>2021年，国内互联网行业不太好过，中美互联网公司的市值走势出现了“喇叭口”，“重建互联网公司估值体系”的声音也时有传出。</p>\n<p>行业走到分岔口，而阿里巴巴是最早进入股价颓势的企业。在发布第一财季财报的同时，阿里巴巴宣布将回购计划总额从100亿美元提升至150亿美元。这不仅是阿里巴巴集团有史以来最大规模的回购计划，也可能成为中国企业史上力度最大回购计划。</p>\n<p><img src=\"https://static.tigerbbs.com/86fb03e87bd90123ced202330cc794c4\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>所有人都对环境的变化高度敏感。财报电话会里，分析师把更多的注意力给了阿里<a href=\"https://laohu8.com/S/00700\">腾讯</a>生态互通的影响、数据监管的动向。对此，张勇和蔡崇信回答：</p>\n<ul>\n <li><p>“我们相信平台之间大的循环能够超过单一平台的小循环，如果能够实现平台间互联互通，肯定能够带来新的改革红利。</p></li>\n <li><p>“我们愿意跟互联网的其他平台一起，共同面向未来，相向而行。”</p></li>\n <li><p>“数据对于用户、国家和公司来说已经是核心的资产。阿里巴巴一直把数字化以及数据安全作为重中之重，我们也在进行内部自查，继续加强数据保护，维护数字经济的长久发展。</p></li>\n</ul>\n<p>故事翻篇了。无论是阿里巴巴，还是整个互联网行业。</p>","source":"lsy1585101920501","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>大环境变了，阿里巴巴也变了</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大环境变了，阿里巴巴也变了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 09:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/dWCK0E89Vgc5FDqWYfsRHQ><strong>资本侦探</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>不确定性笼罩互联网行业之际，阿里巴巴走进了新的阶段。\n8月3日美股盘前，阿里巴巴公布截至6月30日的2022财年一季度财报（即2021年Q2），财报显示：\n\n阿里巴巴第一财季营收为2057.4亿元（若无说明，单位均为人民币），同比增长34%，不及市场预期的2093.8亿元。若不考虑合并高鑫零售的影响，营收为1873.06亿元，同比增长22%。\n利润表现上，阿里巴巴第一财季的经营利润为308.47...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/dWCK0E89Vgc5FDqWYfsRHQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5ada6fe765dd22d7647f9129579201a8","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/dWCK0E89Vgc5FDqWYfsRHQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111686575","content_text":"不确定性笼罩互联网行业之际，阿里巴巴走进了新的阶段。\n8月3日美股盘前，阿里巴巴公布截至6月30日的2022财年一季度财报（即2021年Q2），财报显示：\n\n阿里巴巴第一财季营收为2057.4亿元（若无说明，单位均为人民币），同比增长34%，不及市场预期的2093.8亿元。若不考虑合并高鑫零售的影响，营收为1873.06亿元，同比增长22%。\n利润表现上，阿里巴巴第一财季的经营利润为308.47亿元，同比下降11%；经调整EBITA为417.31亿元，同比下降8%。\n\n\n营收不及预期、增收不增利。这当然不是一份能跟全盛时期相比的财报，但其透露出的关键信号一点不少——巨头已经转身，它既走在大趋势中，也走在自我革新、“再造阿里”的路上。\n重押新赛道，增长不能停\n“仅仅保障利润，对于阿里的长期投资者是非常愚蠢的。”\n在2021年第四财季的电话会上，阿里巴巴集团CFO武卫有过上述表述。而在这一次财报中，阿里巴巴做了更具体的阐释——“我们已开始将增量利润及额外资本用于投资战略领域，支持平台商家”。\n本财季，阿里巴巴加大了对社区商业平台、淘特（即此前的淘宝特价版）、本地生活服务以及Lazada等战略领域，以及闲鱼、淘宝直播等增长业务的投入，商家支持举措则指的是今年出台的各种降平台经营门槛、减平台经营成本的措施。\n投资者买的是未来，大家最关心的是：重押新赛道后，都有哪些成果？\n最直接的成果是平台活跃用户的增长。根据财报，2021年6月，阿里巴巴中国零售市场的年度活跃消费者达到8.28亿，单季增长1700万；移动月活跃用户数达到9.39亿，单季净增加1400万。\n\n阿里巴巴将活跃用户数的增长归功于“渗透欠发达地区市场”策略的成功，截至第一财季末，淘特的年度活跃消费者已增长至超1.9亿。在财报发布后的电话会上，阿里巴巴董事会主席兼CEO张勇透露，“本季度，淘宝特价版给阿里巴巴带来了1000万新增用户。”\n国内下沉市场之外，海外市场是阿里巴巴集团的另一重要增量来源。\n在财报中，“全球年度活跃消费者”数据被置于更加醒目的位置，阿里巴巴有意强调海外市场的增长和海外用户数量。根据财报，截至第一财季末，阿里巴巴生态已服务2.65亿海外用户，Lazada订单量同比增长超过90%，Lazada归属的“跨境及全球零售商业”业务取得营收108亿元，同比大增54%。\n\n同样受到外界高关注的还有阿里巴巴的“社区商业平台”业务。在这次财报中，阿里巴巴首次披露了该项业务的增长情况，但着墨不多。作为集团新业务，社区商业平台业务本财季的GMV和区域分拨中心建筑面积环比分别增长200%和260%。\n和淘特、社区商业平台两项相对年轻的业务不同，长期受到集团重视的本地生活服务板块仍未给出亮眼增长。本财季，阿里巴巴本地生活服务取得收入87.57亿元，同比增长23%，低于总营收增速。\n平台淡出「核心」直营撑起未来\n以往谈论阿里巴巴，首先提到的是淘系电商及其强大的平台模式。相当一段时间里，平台模式被认为是更“聪明”的商业形态，毕竟赚广告费和佣金，要比做躬身做直营舒服多了。\n风向是会变的，单一的模式也很难适应复杂的业态更迭和商业竞争。在本次财报中，阿里巴巴强调了高鑫零售供应链能力之于确保新业务商品品质、稳定供应、维持具竞争力价格的作用。无论是收入层面还是资源支持层面，直营业务在集团内的地位都在上升。\n这带来的是一个不一样的阿里巴巴。\n根据财报，阿里巴巴的商业分部（此前称“核心商业分部”）下“中国零售商业”的客户管理收入（包含包含广告及佣金收入）同比仅增14%，占总营收的比例从去年同期的46%降至39%。\n与客户管理收入呈现此消彼长走势的是“中国零售商业”的“其他”收入，该项收入主要由直营业务（主要包括高鑫零售、天猫超市、盒马、进口直营和银泰）产生。本财季，“其他”业务取得收入548.04亿元，同比增长82%，远高于34%的总营收增速，占总营收的比例达27%。\n\n从近几次的财报来看，阿里巴巴直营业务的比例明显上升，集团正在变“重”。张勇曾在财报电话会中对此有过解释，在他看来，集团对于1P（直营业务）和3P（第三方业务）各占的比例没有特定目标，最终是什么比例将是有机增长的自然结果。\n有意思的是，阿里巴巴在本次财报中将原本的“核心商业”分部表述改为了“商业”分部，这一修改自然有凸显集团多引擎驱动的意思，也多少会让人联想到淡化平台属性的意味。\n菜鸟起飞、阿里云承压大文娱依然弱势\n阿里巴巴集团业务庞杂，业务多了就会有优等生、有明星业务、也有落后于集团发展的后进者。\n除了上文提及的跨境及全球零售商业业务，增长明显高于集团总营收的还有菜鸟物流服务，两者共享来自海外市场的增量。本财季，菜鸟取得营收116.01亿元，同比增长50%，增长主要来自跨境及全球零售商业业务带来的订单增长。\n明星业务指的是被视为集团新增长引擎的阿里云，但当前阿里云增长承压。本财季，阿里云取得营收160.51亿元，同比增长29%，增速低于集团总营收，也低于此前几个季度阿里云本身的增长。\n\n财报再次提到了阿里云失去单一大客户（即字节跳动的国际业务）的影响。在财报电话会上，武卫强调，如果剔除该头部客户的影响，阿里云的收入同比增长应是40%，而该头部客户的影响还会持续到财年结束。\n武卫同时也提及，在线教育行业的风波，也会给阿里云的发展带来一些坎坷。\n一个明显的趋势是：作为新兴基础设施，只用业务发展的逻辑看待阿里云已经不够，国际政治和行业政策的变化都可能对阿里云业务造成影响。\n和上述业务相比，表现一直相对弱势还是大文娱板块。根据财报，阿里巴巴“数字媒体及娱乐”业务本财季取得营收80.73亿元，同比仅增15%。\n\n2021年，国内互联网行业不太好过，中美互联网公司的市值走势出现了“喇叭口”，“重建互联网公司估值体系”的声音也时有传出。\n行业走到分岔口，而阿里巴巴是最早进入股价颓势的企业。在发布第一财季财报的同时，阿里巴巴宣布将回购计划总额从100亿美元提升至150亿美元。这不仅是阿里巴巴集团有史以来最大规模的回购计划，也可能成为中国企业史上力度最大回购计划。\n\n所有人都对环境的变化高度敏感。财报电话会里，分析师把更多的注意力给了阿里腾讯生态互通的影响、数据监管的动向。对此，张勇和蔡崇信回答：\n\n“我们相信平台之间大的循环能够超过单一平台的小循环，如果能够实现平台间互联互通，肯定能够带来新的改革红利。\n“我们愿意跟互联网的其他平台一起，共同面向未来，相向而行。”\n“数据对于用户、国家和公司来说已经是核心的资产。阿里巴巴一直把数字化以及数据安全作为重中之重，我们也在进行内部自查，继续加强数据保护，维护数字经济的长久发展。\n\n故事翻篇了。无论是阿里巴巴，还是整个互联网行业。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":144881196,"gmtCreate":1626275079215,"gmtModify":1626275792640,"author":{"id":"3584897077063007","authorId":"3584897077063007","name":"伍___Maggie","avatar":"https://static.tigerbbs.com/46c5dfdd5490f428b38c1860d48c3842","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584897077063007","authorIdStr":"3584897077063007"},"themes":[],"htmlText":"把心中疑惑阐述的很到位","listText":"把心中疑惑阐述的很到位","text":"把心中疑惑阐述的很到位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144881196","repostId":"1173619517","repostType":4,"isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":152500033,"gmtCreate":1625304785422,"gmtModify":1625307052036,"author":{"id":"3584897077063007","authorId":"3584897077063007","name":"伍___Maggie","avatar":"https://static.tigerbbs.com/46c5dfdd5490f428b38c1860d48c3842","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584897077063007","authorIdStr":"3584897077063007"},"themes":[],"htmlText":"有语音就好啦","listText":"有语音就好啦","text":"有语音就好啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152500033","repostId":"1146176335","repostType":4,"repost":{"id":"1146176335","kind":"news","pubTimestamp":1625277627,"share":"https://www.laohu8.com/m/news/1146176335?lang=&edition=full","pubTime":"2021-07-03 10:00","market":"us","language":"en","title":"Can Alibaba Turn Around Its Woes in the Second Half of 2021?","url":"https://stock-news.laohu8.com/highlight/detail?id=1146176335","media":"The Street","summary":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?Alibaba  -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.Howeve","content":"<blockquote>\n Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n</blockquote>\n<p>Alibaba&nbsp;(<b>BABA</b>) -Get Report&nbsp;has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.</p>\n<p>Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.</p>\n<p>Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.</p>\n<p>However, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.</p>\n<p>All of this comes as the S&amp;P 500 and Nasdaq continue to grind outnew all-time highs.</p>\n<p>It also comes as FAANG stocks continue to trade incredibly well. Alphabet&nbsp;(<b>GOOGL</b>) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix&nbsp;(<b>NFLX</b>) -Get Report&nbsp;is the worst, with a 2.3% drop.</p>\n<p>Alibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.</p>\n<p>Can it turn around its woes in the second half and start rallying higher?</p>\n<p><img src=\"https://static.tigerbbs.com/9975f383919ff8cfc34fca49a32d8e8f\" tg-width=\"700\" tg-height=\"494\"></p>\n<p>Call me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.</p>\n<p>The overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon&nbsp;(<b>AMZN</b>) -Get Report.Eventually, it will perform better&nbsp;- it’s a question of “when” and not “if.”</p>\n<p>Shares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.</p>\n<p>Specifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.</p>\n<p>Let’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.</p>\n<p>However, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.</p>\n<p>A push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.</p>\n<p>Keep the risk in mind but this could be a solid second-half rebound play.</p>","source":"lsy1610613172068","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>Can Alibaba Turn Around Its Woes in the Second Half of 2021?</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\">\nCan Alibaba Turn Around Its Woes in the Second Half of 2021?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were ...</p>\n\n<a href=\"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO\">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","09618":"京东集团-SW"},"source_url":"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146176335","content_text":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.\nRegulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.\nInvestors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.\nHowever, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.\nAll of this comes as the S&P 500 and Nasdaq continue to grind outnew all-time highs.\nIt also comes as FAANG stocks continue to trade incredibly well. Alphabet (GOOGL) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix (NFLX) -Get Report is the worst, with a 2.3% drop.\nAlibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.\nCan it turn around its woes in the second half and start rallying higher?\n\nCall me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.\nThe overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon (AMZN) -Get Report.Eventually, it will perform better - it’s a question of “when” and not “if.”\nShares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.\nSpecifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.\nLet’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.\nHowever, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.\nA push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.\nKeep the risk in mind but this could be a solid second-half rebound play.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":144881196,"gmtCreate":1626275079215,"gmtModify":1626275792640,"author":{"id":"3584897077063007","authorId":"3584897077063007","name":"伍___Maggie","avatar":"https://static.tigerbbs.com/46c5dfdd5490f428b38c1860d48c3842","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584897077063007","authorIdStr":"3584897077063007"},"themes":[],"htmlText":"把心中疑惑阐述的很到位","listText":"把心中疑惑阐述的很到位","text":"把心中疑惑阐述的很到位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144881196","repostId":"1173619517","repostType":4,"isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":152500033,"gmtCreate":1625304785422,"gmtModify":1625307052036,"author":{"id":"3584897077063007","authorId":"3584897077063007","name":"伍___Maggie","avatar":"https://static.tigerbbs.com/46c5dfdd5490f428b38c1860d48c3842","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584897077063007","authorIdStr":"3584897077063007"},"themes":[],"htmlText":"有语音就好啦","listText":"有语音就好啦","text":"有语音就好啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152500033","repostId":"1146176335","repostType":4,"repost":{"id":"1146176335","kind":"news","pubTimestamp":1625277627,"share":"https://www.laohu8.com/m/news/1146176335?lang=&edition=full","pubTime":"2021-07-03 10:00","market":"us","language":"en","title":"Can Alibaba Turn Around Its Woes in the Second Half of 2021?","url":"https://stock-news.laohu8.com/highlight/detail?id=1146176335","media":"The Street","summary":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?Alibaba  -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.Howeve","content":"<blockquote>\n Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n</blockquote>\n<p>Alibaba&nbsp;(<b>BABA</b>) -Get Report&nbsp;has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.</p>\n<p>Regulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.</p>\n<p>Investors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.</p>\n<p>However, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.</p>\n<p>All of this comes as the S&amp;P 500 and Nasdaq continue to grind outnew all-time highs.</p>\n<p>It also comes as FAANG stocks continue to trade incredibly well. Alphabet&nbsp;(<b>GOOGL</b>) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix&nbsp;(<b>NFLX</b>) -Get Report&nbsp;is the worst, with a 2.3% drop.</p>\n<p>Alibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.</p>\n<p>Can it turn around its woes in the second half and start rallying higher?</p>\n<p><img src=\"https://static.tigerbbs.com/9975f383919ff8cfc34fca49a32d8e8f\" tg-width=\"700\" tg-height=\"494\"></p>\n<p>Call me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.</p>\n<p>The overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon&nbsp;(<b>AMZN</b>) -Get Report.Eventually, it will perform better&nbsp;- it’s a question of “when” and not “if.”</p>\n<p>Shares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.</p>\n<p>Specifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.</p>\n<p>Let’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.</p>\n<p>However, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.</p>\n<p>A push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.</p>\n<p>Keep the risk in mind but this could be a solid second-half rebound play.</p>","source":"lsy1610613172068","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>Can Alibaba Turn Around Its Woes in the Second Half of 2021?</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\">\nCan Alibaba Turn Around Its Woes in the Second Half of 2021?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were ...</p>\n\n<a href=\"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO\">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","09618":"京东集团-SW"},"source_url":"https://www.thestreet.com/investing/alibaba-baba-stock-second-half-2021-trading?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146176335","content_text":"Alibaba has been a sore laggard compared with its large- and mega-cap peers. Can that change in the second half of 2021?\n\nAlibaba (BABA) -Get Report has been a total dog so far this year. Shares were trading well into the fourth quarter of 2020 but then a string of issues pummeled the stock.\nRegulators disrupted Ant's initial public offering, then dug deeper on Alibaba and dialed up the heat.\nInvestors don’t like regulatory issues as it is but particularly when we’re dealing with Chinese regulators.\nHowever, in April, Alibaba paid a smaller-than-expectedbut still record fine, hoping to puts its regulatory issues behind it. Still, the stock hasn’t responded the way bulls were hoping.\nAll of this comes as the S&P 500 and Nasdaq continue to grind outnew all-time highs.\nIt also comes as FAANG stocks continue to trade incredibly well. Alphabet (GOOGL) -Get Reportis the top performerwith a near-40% gain in the first half of the year, while Netflix (NFLX) -Get Report is the worst, with a 2.3% drop.\nAlibaba has a similar first-half performance, down 2.6%. However, it’s doing far worse from the highs, down more than 30%.\nCan it turn around its woes in the second half and start rallying higher?\n\nCall me a hopeless optimist, but I feel that Alibaba can have a solid second-half performance.\nThe overall market has done too well and so has large-cap tech. The fundamentals of the business are intact and growth is strong. It’s like Amazon (AMZN) -Get Report.Eventually, it will perform better - it’s a question of “when” and not “if.”\nShares continue to hold the $210 to $212 area and have recently cleared downtrend resistance (blue line). That said, there’s plenty of overhead hurdles.\nSpecifically, Alibaba stock is struggling with the 21-week moving average, as well as the 21-month and 10-month moving averages.\nLet’s be clear: There are not a lot of bullish technical components here. If Alibaba stock could hold the 10-week moving average on this week’s dip, I’d feel better about it.\nHowever, as long as it can hold up over the $210 level and really, the 200-week moving average, I feel okay about Alibaba going into the next six months.\nA push over $235 - thus putting it over all of the moving average hurdles mentioned above - could open up a run to $250, then $263. Above $275 and $300 is in play.\nKeep the risk in mind but this could be a solid second-half rebound play.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617809680,"gmtCreate":1654151595244,"gmtModify":1704858967422,"author":{"id":"3584897077063007","authorId":"3584897077063007","name":"伍___Maggie","avatar":"https://static.tigerbbs.com/46c5dfdd5490f428b38c1860d48c3842","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584897077063007","authorIdStr":"3584897077063007"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>按现在的大盘的话，我觉得它目标价80上下差不多。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>按现在的大盘的话，我觉得它目标价80上下差不多。","text":"$阿里巴巴(BABA)$按现在的大盘的话，我觉得它目标价80上下差不多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617809680","isVote":1,"tweetType":1,"viewCount":1208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891145406,"gmtCreate":1628358348905,"gmtModify":1628388617117,"author":{"id":"3584897077063007","authorId":"3584897077063007","name":"伍___Maggie","avatar":"https://static.tigerbbs.com/46c5dfdd5490f428b38c1860d48c3842","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584897077063007","authorIdStr":"3584897077063007"},"themes":[],"htmlText":"这家公司已经多次刷新众人道德观&nbsp;希望它早日倒闭吧 捧那么高&nbsp;这社会没有谁都能转","listText":"这家公司已经多次刷新众人道德观&nbsp;希望它早日倒闭吧 捧那么高&nbsp;这社会没有谁都能转","text":"这家公司已经多次刷新众人道德观 希望它早日倒闭吧 捧那么高 这社会没有谁都能转","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891145406","repostId":"2157975374","repostType":2,"repost":{"id":"2157975374","kind":"news","pubTimestamp":1628351422,"share":"https://www.laohu8.com/m/news/2157975374?lang=&edition=full","pubTime":"2021-08-07 23:50","market":"hk","language":"zh","title":"疑阿里被侵害女员工本人控诉：我已经流干了所有眼泪 我有两个诉求","url":"https://stock-news.laohu8.com/highlight/detail?id=2157975374","media":"新浪科技","summary":"新浪科技讯 8月7日晚间消息，“阿里巴巴女员工被侵害”一事引发关注。该文章作者可能系被侵害女员工本人，其用近8000字，详细叙述了事发经过。今日晚间，阿里巴巴官方发布回应称，无论是猥亵还是性侵，都是非常严重的犯罪行为，阿里巴巴决不容忍。同时，阿里巴巴内部已由蒋芳牵头成立独立调查组，对此事和事发后在公司内举报全过程进行全面调查，并向全体员工公布调查结果。","content":"<html><body><p><a href=\"https://laohu8.com/S/SINA\">新浪</a>科技讯 8月7日晚间消息，“<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>女员工被侵害”一事引发关注。在阿里巴巴内网，一则关于该事件的描述“炸开了锅”。该文章作者可能系被侵害女员工本人，其用近8000字，详细叙述了事发经过。</p><p>作者在文中称，“我从来没想到，有一天竟然会遇到这样的事，现在想起来，感觉就像梦一场，一个让人恐怖、害怕、无助、无奈的噩梦！”</p><p>作者在文末重审了诉求：</p><p>第一，依据公司规章制度，开除涉事人员，且阿里系的公司对其永不录用；</p><p>第二，需要一段长假，调理身心健康；</p><p>作者表示，“我都已经报案了，法律有法律的制裁，在公司侧，我希望也能按照公司的规章制度和应有的态度，给出公正客观的处理结果”</p><p>最后，该人士直言道：“世界上最厉害的武器，是豁出去的决心。我现在已经流干了所有的眼泪，再也没有什么好在乎的了，大不了鱼死网破，反正我会抗争到底！永不屈服！”</p><p>今日晚间，阿里巴巴官方发布回应称，无论是猥亵还是性侵，都是非常严重的犯罪行为，阿里巴巴决不容忍。济南警方已对该案进行调查，阿里已对涉嫌员工停职，并将全力配合警方调查，密切关注警方调查进展和结果。同时，阿里巴巴内部已由蒋芳牵头成立独立调查组，对此事和事发后在公司内举报全过程进行全面调查，并向全体员工公布调查结果。</p></body></html>","source":"sina_symbol","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>疑阿里被侵害女员工本人控诉：我已经流干了所有眼泪 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{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疑阿里被侵害女员工本人控诉：我已经流干了所有眼泪 我有两个诉求\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-07 23:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-08-07/doc-ikqcfncc1552616.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 8月7日晚间消息，“阿里巴巴女员工被侵害”一事引发关注。在阿里巴巴内网，一则关于该事件的描述“炸开了锅”。该文章作者可能系被侵害女员工本人，其用近8000字，详细叙述了事发经过。作者在文中称，“我从来没想到，有一天竟然会遇到这样的事，现在想起来，感觉就像梦一场，一个让人恐怖、害怕、无助、无奈的噩梦！”作者在文末重审了诉求：第一，依据公司规章制度，开除涉事人员，且阿里系的公司对其永不录用...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-08-07/doc-ikqcfncc1552616.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/995418fbbbc235e75883dec898dccaa8","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-08-07/doc-ikqcfncc1552616.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157975374","content_text":"新浪科技讯 8月7日晚间消息，“阿里巴巴女员工被侵害”一事引发关注。在阿里巴巴内网，一则关于该事件的描述“炸开了锅”。该文章作者可能系被侵害女员工本人，其用近8000字，详细叙述了事发经过。作者在文中称，“我从来没想到，有一天竟然会遇到这样的事，现在想起来，感觉就像梦一场，一个让人恐怖、害怕、无助、无奈的噩梦！”作者在文末重审了诉求：第一，依据公司规章制度，开除涉事人员，且阿里系的公司对其永不录用；第二，需要一段长假，调理身心健康；作者表示，“我都已经报案了，法律有法律的制裁，在公司侧，我希望也能按照公司的规章制度和应有的态度，给出公正客观的处理结果”最后，该人士直言道：“世界上最厉害的武器，是豁出去的决心。我现在已经流干了所有的眼泪，再也没有什么好在乎的了，大不了鱼死网破，反正我会抗争到底！永不屈服！”今日晚间，阿里巴巴官方发布回应称，无论是猥亵还是性侵，都是非常严重的犯罪行为，阿里巴巴决不容忍。济南警方已对该案进行调查，阿里已对涉嫌员工停职，并将全力配合警方调查，密切关注警方调查进展和结果。同时，阿里巴巴内部已由蒋芳牵头成立独立调查组，对此事和事发后在公司内举报全过程进行全面调查，并向全体员工公布调查结果。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":807784062,"gmtCreate":1628058456856,"gmtModify":1628059504349,"author":{"id":"3584897077063007","authorId":"3584897077063007","name":"伍___Maggie","avatar":"https://static.tigerbbs.com/46c5dfdd5490f428b38c1860d48c3842","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584897077063007","authorIdStr":"3584897077063007"},"themes":[],"htmlText":"阿里内部事业群都是相互消费的这样的财报是不是有很大的膨胀空间","listText":"阿里内部事业群都是相互消费的这样的财报是不是有很大的膨胀空间","text":"阿里内部事业群都是相互消费的这样的财报是不是有很大的膨胀空间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807784062","repostId":"1111686575","repostType":2,"repost":{"id":"1111686575","kind":"news","pubTimestamp":1628041508,"share":"https://www.laohu8.com/m/news/1111686575?lang=&edition=full","pubTime":"2021-08-04 09:45","market":"us","language":"zh","title":"大环境变了，阿里巴巴也变了","url":"https://stock-news.laohu8.com/highlight/detail?id=1111686575","media":"资本侦探","summary":"不确定性笼罩互联网行业之际，阿里巴巴走进了新的阶段。\n8月3日美股盘前，阿里巴巴公布截至6月30日的2022财年一季度财报（即2021年Q2），财报显示：\n\n阿里巴巴第一财季营收为2057.4亿元（若","content":"<p>不确定性笼罩互联网行业之际，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>走进了新的阶段。</p>\n<p>8月3日美股盘前，阿里巴巴公布截至6月30日的2022财年一季度财报（即2021年Q2），财报显示：</p>\n<ul>\n <li><p>阿里巴巴第一财季营收为2057.4亿元（若无说明，单位均为人民币），同比增长34%，不及市场预期的2093.8亿元。若不考虑合并<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>的影响，营收为1873.06亿元，同比增长22%。</p></li>\n <li><p>利润表现上，阿里巴巴第一财季的经营利润为308.47亿元，同比下降11%；经调整EBITA为417.31亿元，同比下降8%。</p></li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/87f91ab7c87f5c1c58af11183b48717c\" tg-width=\"1080\" tg-height=\"597\" referrerpolicy=\"no-referrer\"></p>\n<p><b>营收不及预期、增收不增利。</b>这当然不是一份能跟全盛时期相比的财报，但其透露出的关键信号一点不少——巨头已经转身，它既走在大趋势中，也走在自我革新、“再造阿里”的路上。</p>\n<p><b>重押新赛道，增长不能停</b></p>\n<p>“仅仅保障利润，对于阿里的长期投资者是非常愚蠢的。”</p>\n<p>在2021年第四财季的电话会上，阿里巴巴集团CFO武卫有过上述表述。而在这一次财报中，阿里巴巴做了更具体的阐释——“我们已开始将增量利润及额外资本用于投资战略领域，支持平台商家”。</p>\n<p>本财季，阿里巴巴加大了对社区商业平台、淘特（即此前的淘宝特价版）、本地生活服务以及Lazada等战略领域，以及闲鱼、淘宝直播等增长业务的投入，商家支持举措则指的是今年出台的各种降平台经营门槛、减平台经营成本的措施。</p>\n<p><b>投资者买的是未来，大家最关心的是：重押新赛道后，都有哪些成果？</b></p>\n<p>最直接的成果是平台活跃用户的增长。根据财报，2021年6月，阿里巴巴中国零售市场的年度活跃消费者达到8.28亿，单季增长1700万；移动月活跃用户数达到9.39亿，单季净增加1400万。</p>\n<p><img src=\"https://static.tigerbbs.com/119cda12fc417e0fa5241ebfc8d84dac\" tg-width=\"1080\" tg-height=\"634\" referrerpolicy=\"no-referrer\"></p>\n<p>阿里巴巴将活跃用户数的增长归功于“渗透欠发达地区市场”策略的成功，截至第一财季末，淘特的年度活跃消费者已增长至超1.9亿。在财报发布后的电话会上，阿里巴巴董事会主席兼CEO张勇透露，<b>“本季度，淘宝特价版给阿里巴巴带来了1000万新增用户。”</b></p>\n<p>国内下沉市场之外，海外市场是阿里巴巴集团的另一重要增量来源。</p>\n<p>在财报中，“全球年度活跃消费者”数据被置于更加醒目的位置，阿里巴巴有意强调海外市场的增长和海外用户数量。根据财报，截至第一财季末，阿里巴巴生态已服务2.65亿海外用户，Lazada订单量同比增长超过90%，Lazada归属的“跨境及全球零售商业”业务取得营收108亿元，同比大增54%。</p>\n<p><img src=\"https://static.tigerbbs.com/cedf66421a9314c3810ac5c9d4e762ff\" tg-width=\"1080\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p>\n<p>同样受到外界高关注的还有阿里巴巴的“社区商业平台”业务。在这次财报中，阿里巴巴首次披露了该项业务的增长情况，但着墨不多。作为集团新业务，社区商业平台业务本财季的GMV和区域分拨中心建筑面积环比分别增长200%和260%。</p>\n<p>和淘特、社区商业平台两项相对年轻的业务不同，长期受到集团重视的本地生活服务板块仍未给出亮眼增长。本财季，阿里巴巴本地生活服务取得收入87.57亿元，同比增长23%，低于总营收增速。</p>\n<p><b>平台淡出「核心」直营撑起未来</b></p>\n<p>以往谈论阿里巴巴，首先提到的是淘系电商及其强大的平台模式。相当一段时间里，平台模式被认为是更“聪明”的商业形态，毕竟赚广告费和佣金，要比做躬身做直营舒服多了。</p>\n<p>风向是会变的，单一的模式也很难适应复杂的业态更迭和商业竞争。在本次财报中，阿里巴巴强调了高鑫零售供应链能力之于确保新业务商品品质、稳定供应、维持具竞争力价格的作用。<b>无论是收入层面还是资源支持层面，直营业务在集团内的地位都在上升。</b></p>\n<p><b>这带来的是一个不一样的阿里巴巴。</b></p>\n<p>根据财报，阿里巴巴的商业分部（此前称“核心商业分部”）下“中国零售商业”的客户管理收入（包含包含广告及佣金收入）同比仅增14%，占总营收的比例从去年同期的46%降至39%。</p>\n<p>与客户管理收入呈现此消彼长走势的是“中国零售商业”的“其他”收入，该项收入主要由直营业务（主要包括高鑫零售、天猫超市、盒马、进口直营和银泰）产生。本财季，“其他”业务取得收入548.04亿元，同比增长82%，远高于34%的总营收增速，占总营收的比例达27%。</p>\n<p><img src=\"https://static.tigerbbs.com/cfee6ed683ee51122e322762e0a7f002\" tg-width=\"1080\" tg-height=\"313\" referrerpolicy=\"no-referrer\"></p>\n<p>从近几次的财报来看，阿里巴巴直营业务的比例明显上升，集团正在变“重”。张勇曾在财报电话会中对此有过解释，在他看来，集团对于1P（直营业务）和3P（第三方业务）各占的比例没有特定目标，最终是什么比例将是有机增长的自然结果。</p>\n<p><b>有意思的是，阿里巴巴在本次财报中将原本的“核心商业”分部表述改为了“商业”分部，这一修改自然有凸显集团多引擎驱动的意思，也多少会让人联想到淡化平台属性的意味。</b></p>\n<p><b>菜鸟起飞、阿里云承压大文娱依然弱势</b></p>\n<p>阿里巴巴集团业务庞杂，业务多了就会有优等生、有明星业务、也有落后于集团发展的后进者。</p>\n<p>除了上文提及的跨境及全球零售商业业务，增长明显高于集团总营收的还有菜鸟物流服务，两者共享来自海外市场的增量。本财季，菜鸟取得营收116.01亿元，同比增长50%，增长主要来自跨境及全球零售商业业务带来的订单增长。</p>\n<p>明星业务指的是被视为集团新增长引擎的阿里云，但当前阿里云增长承压。本财季，阿里云取得营收160.51亿元，同比增长29%，增速低于集团总营收，也低于此前几个季度阿里云本身的增长。</p>\n<p><img src=\"https://static.tigerbbs.com/2705af52284782cfb09f0e849ea5e6f5\" tg-width=\"1080\" tg-height=\"612\" referrerpolicy=\"no-referrer\"></p>\n<p><b>财报再次提到了阿里云失去单一大客户</b>（即字节跳动的国际业务）<b>的影响。</b>在财报电话会上，武卫强调，如果剔除该头部客户的影响，阿里云的收入同比增长应是40%，而该头部客户的影响还会持续到财年结束。</p>\n<p>武卫同时也提及，在线教育行业的风波，也会给阿里云的发展带来一些坎坷。</p>\n<p><b>一个明显的趋势是：作为新兴基础设施，只用业务发展的逻辑看待阿里云已经不够，国际政治和行业政策的变化都可能对阿里云业务造成影响。</b></p>\n<p>和上述业务相比，表现一直相对弱势还是大文娱板块。根据财报，阿里巴巴“数字媒体及娱乐”业务本财季取得营收80.73亿元，同比仅增15%。</p>\n<p><img src=\"https://static.tigerbbs.com/f13ca20024ae66efca79be6098cf8cc4\" tg-width=\"1080\" tg-height=\"730\" referrerpolicy=\"no-referrer\"></p>\n<p>2021年，国内互联网行业不太好过，中美互联网公司的市值走势出现了“喇叭口”，“重建互联网公司估值体系”的声音也时有传出。</p>\n<p>行业走到分岔口，而阿里巴巴是最早进入股价颓势的企业。在发布第一财季财报的同时，阿里巴巴宣布将回购计划总额从100亿美元提升至150亿美元。这不仅是阿里巴巴集团有史以来最大规模的回购计划，也可能成为中国企业史上力度最大回购计划。</p>\n<p><img src=\"https://static.tigerbbs.com/86fb03e87bd90123ced202330cc794c4\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>所有人都对环境的变化高度敏感。财报电话会里，分析师把更多的注意力给了阿里<a href=\"https://laohu8.com/S/00700\">腾讯</a>生态互通的影响、数据监管的动向。对此，张勇和蔡崇信回答：</p>\n<ul>\n <li><p>“我们相信平台之间大的循环能够超过单一平台的小循环，如果能够实现平台间互联互通，肯定能够带来新的改革红利。</p></li>\n <li><p>“我们愿意跟互联网的其他平台一起，共同面向未来，相向而行。”</p></li>\n <li><p>“数据对于用户、国家和公司来说已经是核心的资产。阿里巴巴一直把数字化以及数据安全作为重中之重，我们也在进行内部自查，继续加强数据保护，维护数字经济的长久发展。</p></li>\n</ul>\n<p>故事翻篇了。无论是阿里巴巴，还是整个互联网行业。</p>","source":"lsy1585101920501","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>大环境变了，阿里巴巴也变了</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大环境变了，阿里巴巴也变了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 09:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/dWCK0E89Vgc5FDqWYfsRHQ><strong>资本侦探</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>不确定性笼罩互联网行业之际，阿里巴巴走进了新的阶段。\n8月3日美股盘前，阿里巴巴公布截至6月30日的2022财年一季度财报（即2021年Q2），财报显示：\n\n阿里巴巴第一财季营收为2057.4亿元（若无说明，单位均为人民币），同比增长34%，不及市场预期的2093.8亿元。若不考虑合并高鑫零售的影响，营收为1873.06亿元，同比增长22%。\n利润表现上，阿里巴巴第一财季的经营利润为308.47...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/dWCK0E89Vgc5FDqWYfsRHQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5ada6fe765dd22d7647f9129579201a8","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/dWCK0E89Vgc5FDqWYfsRHQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111686575","content_text":"不确定性笼罩互联网行业之际，阿里巴巴走进了新的阶段。\n8月3日美股盘前，阿里巴巴公布截至6月30日的2022财年一季度财报（即2021年Q2），财报显示：\n\n阿里巴巴第一财季营收为2057.4亿元（若无说明，单位均为人民币），同比增长34%，不及市场预期的2093.8亿元。若不考虑合并高鑫零售的影响，营收为1873.06亿元，同比增长22%。\n利润表现上，阿里巴巴第一财季的经营利润为308.47亿元，同比下降11%；经调整EBITA为417.31亿元，同比下降8%。\n\n\n营收不及预期、增收不增利。这当然不是一份能跟全盛时期相比的财报，但其透露出的关键信号一点不少——巨头已经转身，它既走在大趋势中，也走在自我革新、“再造阿里”的路上。\n重押新赛道，增长不能停\n“仅仅保障利润，对于阿里的长期投资者是非常愚蠢的。”\n在2021年第四财季的电话会上，阿里巴巴集团CFO武卫有过上述表述。而在这一次财报中，阿里巴巴做了更具体的阐释——“我们已开始将增量利润及额外资本用于投资战略领域，支持平台商家”。\n本财季，阿里巴巴加大了对社区商业平台、淘特（即此前的淘宝特价版）、本地生活服务以及Lazada等战略领域，以及闲鱼、淘宝直播等增长业务的投入，商家支持举措则指的是今年出台的各种降平台经营门槛、减平台经营成本的措施。\n投资者买的是未来，大家最关心的是：重押新赛道后，都有哪些成果？\n最直接的成果是平台活跃用户的增长。根据财报，2021年6月，阿里巴巴中国零售市场的年度活跃消费者达到8.28亿，单季增长1700万；移动月活跃用户数达到9.39亿，单季净增加1400万。\n\n阿里巴巴将活跃用户数的增长归功于“渗透欠发达地区市场”策略的成功，截至第一财季末，淘特的年度活跃消费者已增长至超1.9亿。在财报发布后的电话会上，阿里巴巴董事会主席兼CEO张勇透露，“本季度，淘宝特价版给阿里巴巴带来了1000万新增用户。”\n国内下沉市场之外，海外市场是阿里巴巴集团的另一重要增量来源。\n在财报中，“全球年度活跃消费者”数据被置于更加醒目的位置，阿里巴巴有意强调海外市场的增长和海外用户数量。根据财报，截至第一财季末，阿里巴巴生态已服务2.65亿海外用户，Lazada订单量同比增长超过90%，Lazada归属的“跨境及全球零售商业”业务取得营收108亿元，同比大增54%。\n\n同样受到外界高关注的还有阿里巴巴的“社区商业平台”业务。在这次财报中，阿里巴巴首次披露了该项业务的增长情况，但着墨不多。作为集团新业务，社区商业平台业务本财季的GMV和区域分拨中心建筑面积环比分别增长200%和260%。\n和淘特、社区商业平台两项相对年轻的业务不同，长期受到集团重视的本地生活服务板块仍未给出亮眼增长。本财季，阿里巴巴本地生活服务取得收入87.57亿元，同比增长23%，低于总营收增速。\n平台淡出「核心」直营撑起未来\n以往谈论阿里巴巴，首先提到的是淘系电商及其强大的平台模式。相当一段时间里，平台模式被认为是更“聪明”的商业形态，毕竟赚广告费和佣金，要比做躬身做直营舒服多了。\n风向是会变的，单一的模式也很难适应复杂的业态更迭和商业竞争。在本次财报中，阿里巴巴强调了高鑫零售供应链能力之于确保新业务商品品质、稳定供应、维持具竞争力价格的作用。无论是收入层面还是资源支持层面，直营业务在集团内的地位都在上升。\n这带来的是一个不一样的阿里巴巴。\n根据财报，阿里巴巴的商业分部（此前称“核心商业分部”）下“中国零售商业”的客户管理收入（包含包含广告及佣金收入）同比仅增14%，占总营收的比例从去年同期的46%降至39%。\n与客户管理收入呈现此消彼长走势的是“中国零售商业”的“其他”收入，该项收入主要由直营业务（主要包括高鑫零售、天猫超市、盒马、进口直营和银泰）产生。本财季，“其他”业务取得收入548.04亿元，同比增长82%，远高于34%的总营收增速，占总营收的比例达27%。\n\n从近几次的财报来看，阿里巴巴直营业务的比例明显上升，集团正在变“重”。张勇曾在财报电话会中对此有过解释，在他看来，集团对于1P（直营业务）和3P（第三方业务）各占的比例没有特定目标，最终是什么比例将是有机增长的自然结果。\n有意思的是，阿里巴巴在本次财报中将原本的“核心商业”分部表述改为了“商业”分部，这一修改自然有凸显集团多引擎驱动的意思，也多少会让人联想到淡化平台属性的意味。\n菜鸟起飞、阿里云承压大文娱依然弱势\n阿里巴巴集团业务庞杂，业务多了就会有优等生、有明星业务、也有落后于集团发展的后进者。\n除了上文提及的跨境及全球零售商业业务，增长明显高于集团总营收的还有菜鸟物流服务，两者共享来自海外市场的增量。本财季，菜鸟取得营收116.01亿元，同比增长50%，增长主要来自跨境及全球零售商业业务带来的订单增长。\n明星业务指的是被视为集团新增长引擎的阿里云，但当前阿里云增长承压。本财季，阿里云取得营收160.51亿元，同比增长29%，增速低于集团总营收，也低于此前几个季度阿里云本身的增长。\n\n财报再次提到了阿里云失去单一大客户（即字节跳动的国际业务）的影响。在财报电话会上，武卫强调，如果剔除该头部客户的影响，阿里云的收入同比增长应是40%，而该头部客户的影响还会持续到财年结束。\n武卫同时也提及，在线教育行业的风波，也会给阿里云的发展带来一些坎坷。\n一个明显的趋势是：作为新兴基础设施，只用业务发展的逻辑看待阿里云已经不够，国际政治和行业政策的变化都可能对阿里云业务造成影响。\n和上述业务相比，表现一直相对弱势还是大文娱板块。根据财报，阿里巴巴“数字媒体及娱乐”业务本财季取得营收80.73亿元，同比仅增15%。\n\n2021年，国内互联网行业不太好过，中美互联网公司的市值走势出现了“喇叭口”，“重建互联网公司估值体系”的声音也时有传出。\n行业走到分岔口，而阿里巴巴是最早进入股价颓势的企业。在发布第一财季财报的同时，阿里巴巴宣布将回购计划总额从100亿美元提升至150亿美元。这不仅是阿里巴巴集团有史以来最大规模的回购计划，也可能成为中国企业史上力度最大回购计划。\n\n所有人都对环境的变化高度敏感。财报电话会里，分析师把更多的注意力给了阿里腾讯生态互通的影响、数据监管的动向。对此，张勇和蔡崇信回答：\n\n“我们相信平台之间大的循环能够超过单一平台的小循环，如果能够实现平台间互联互通，肯定能够带来新的改革红利。\n“我们愿意跟互联网的其他平台一起，共同面向未来，相向而行。”\n“数据对于用户、国家和公司来说已经是核心的资产。阿里巴巴一直把数字化以及数据安全作为重中之重，我们也在进行内部自查，继续加强数据保护，维护数字经济的长久发展。\n\n故事翻篇了。无论是阿里巴巴，还是整个互联网行业。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}