阿里巴巴：或许估值要重构？_老虎社区_美港股上老虎 - 老虎社区

2
3
收藏

阿里巴巴：或许估值要重构？

大一TMT
2020-07-13

公司名称：阿里巴巴
股票代码：BABA & 09988
上市地点：纽交所、港交所
股价走势：2014年至今，如下图

一、公司简介

由马云创建的，目前全球最大（仅从GMV方面理解）的电子商务公司。

二、基本面分析

（一）PE

BABA当前PE=33，历史第三低估。（前2分别是16年的15PE，以及19年11月财报和疫情3月的20PE）

估值适中、稍微偏低。

（二）DCF估值

现金流折现模型，目前的价值大概在240左右。

（三）业绩预期

引用财报2020财政年度报告的数据，总营收当前5097亿（人民币），指引为6500亿。个人看法到6600亿。

三、技术分析

（一）趋势形态

由疫情砸出了大坑，刚好落在趋势线上，由此展开了上攻。上周的大涨突破的周线压力位，所以当时看多到250块。

（二）均线

最重要的是200MA已经上扬。

四、结论

持有

$阿里巴巴(BABA)$$阿里巴巴-SW(09988)$

# 阿里暴涨8%，这是开始吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

2

举报

评论（3）

推荐
最新

爱发红包的虎妞
·2020-07-22
哈喽，对您分享的内容比较感兴趣，可以加虎妞聊聊吗~~v：tigerbrokers
回复
点赞
举报
收起
- 大一TMT:
  已经回复你了
  2020-07-22
  回复
  举报
夏夏夏
·2020-07-14
稳
回复
点赞
举报

热议股票

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

老虎社区侵权投诉指引

中国互联网举报中心·北京互联网举报中心

网络谣言曝光台·扫黄打非举报中心

网络110报警服务

© 2018-2024 老虎社区版权所有

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

qrcode

关注我们

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":943503754,"tweetId":"943503754","gmtCreate":1594648254178,"gmtModify":1704206146095,"author":{"id":3435324218591984,"authorId":3435324218591984,"authorIdStr":"3435324218591984","name":"大一TMT","avatar":"https://static.laohu8.com/4e4e05689a37255e77eabe11fbf0fd16","vip":2,"userType":2,"introduction":"资深期权受害者，能力圈电商、科技硬件、房地产","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.02.17","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":5875,"starInvestorFlag":false},"themes":[{"themeId":"f68480a22977422f9634916c3568e1a9","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"阿里暴涨8%，这是开始吗？","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":f68480a22977422f9634916c3568e1a9}&rnconfig={\"headerBarHidden\": true}","description":"美股阿里巴巴于7月9日暴涨8%，横盘三年后阿里终于要迎来上涨趋势了吗？","image":"https://static.tigerbbs.com/f082499cb142be0452ff0409a7805da7"}],"images":[{"img":"https://static.tigerbbs.com/e3cd3cb0951814445f2e53f2a451ce4d"},{"img":"https://static.tigerbbs.com/476786589f041772ba5e3f19314c0d36"},{"img":"https://static.tigerbbs.com/f76e7034984d5cba1ce52ebbf4760c56"},{"img":"https://static.tigerbbs.com/2cbf3f3106891da27e6d441fb662435f"},{"img":"https://static.tigerbbs.com/f9df962b7eb692abb64cf0c2af98b757"},{"img":"https://static.tigerbbs.com/f9df962b7eb692abb64cf0c2af98b757"},{"img":"https://static.tigerbbs.com/93d9263e7f16faed1e426d99887e58e5"}],"coverImages":[{"img":"https://static.tigerbbs.com/e3cd3cb0951814445f2e53f2a451ce4d","width":"1080","height":"719"}],"title":"阿里巴巴：或许估值要重构？","extraTitle":"","html":"<html><head></head><body><ul>\n <li>公司名称：阿里巴巴</li>\n <li>股票代码：BABA &amp; 09988</li>\n <li>上市地点：纽交所、港交所</li>\n <li>股价走势：2014年至今，如下图</li>\n</ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9df962b7eb692abb64cf0c2af98b757\"></p><h2><strong>一、公司简介</strong></h2><p>由马云创建的，目前全球最大（仅从GMV方面理解）的电子商务公司。</p><h2><strong>二、基本面分析</strong></h2><p>（一）PE</p><p>BABA当前PE=33，历史第三低估。（前2分别是<strong>16年的15PE</strong>，以及<strong>19年11月财报</strong>和<strong>疫情3月</strong>的<strong>20PE</strong>）</p><p><strong>估值适中、稍微偏低。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/476786589f041772ba5e3f19314c0d36\"></p><p>（二）DCF估值</p><p>现金流折现模型，目前的价值大概在240左右。</p><p>（三）业绩预期</p><p>引用财报2020财政年度报告的数据，总营收当前5097亿（人民币），指引为6500亿。个人看法到6600亿。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93d9263e7f16faed1e426d99887e58e5\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f76e7034984d5cba1ce52ebbf4760c56\"></p><h2><strong>三、技术分析</strong></h2><p>（一）趋势形态</p><p>由疫情砸出了大坑，刚好落在趋势线上，由此展开了上攻。上周的大涨突破的周线压力位，所以当时看多到250块。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9df962b7eb692abb64cf0c2af98b757\"></p><p>（二）均线</p><p>最重要的是200MA已经上扬。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cbf3f3106891da27e6d441fb662435f\"></p><h2><strong>四、结论</strong></h2><p>持有</p><p><a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3cd3cb0951814445f2e53f2a451ce4d\"></p></body></html>","htmlText":"<html><head></head><body><ul>\n <li>公司名称：阿里巴巴</li>\n <li>股票代码：BABA &amp; 09988</li>\n <li>上市地点：纽交所、港交所</li>\n <li>股价走势：2014年至今，如下图</li>\n</ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9df962b7eb692abb64cf0c2af98b757\"></p><h2><strong>一、公司简介</strong></h2><p>由马云创建的，目前全球最大（仅从GMV方面理解）的电子商务公司。</p><h2><strong>二、基本面分析</strong></h2><p>（一）PE</p><p>BABA当前PE=33，历史第三低估。（前2分别是<strong>16年的15PE</strong>，以及<strong>19年11月财报</strong>和<strong>疫情3月</strong>的<strong>20PE</strong>）</p><p><strong>估值适中、稍微偏低。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/476786589f041772ba5e3f19314c0d36\"></p><p>（二）DCF估值</p><p>现金流折现模型，目前的价值大概在240左右。</p><p>（三）业绩预期</p><p>引用财报2020财政年度报告的数据，总营收当前5097亿（人民币），指引为6500亿。个人看法到6600亿。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93d9263e7f16faed1e426d99887e58e5\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f76e7034984d5cba1ce52ebbf4760c56\"></p><h2><strong>三、技术分析</strong></h2><p>（一）趋势形态</p><p>由疫情砸出了大坑，刚好落在趋势线上，由此展开了上攻。上周的大涨突破的周线压力位，所以当时看多到250块。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9df962b7eb692abb64cf0c2af98b757\"></p><p>（二）均线</p><p>最重要的是200MA已经上扬。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cbf3f3106891da27e6d441fb662435f\"></p><h2><strong>四、结论</strong></h2><p>持有</p><p><a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3cd3cb0951814445f2e53f2a451ce4d\"></p></body></html>","text":"公司名称：阿里巴巴 股票代码：BABA & 09988 上市地点：纽交所、港交所 股价走势：2014年至今，如下图 一、公司简介 由马云创建的，目前全球最大（仅从GMV方面理解）的电子商务公司。 二、基本面分析 （一）PE BABA当前PE=33，历史第三低估。（前2分别是16年的15PE，以及19年11月财报和疫情3月的20PE） 估值适中、稍微偏低。 （二）DCF估值 现金流折现模型，目前的价值大概在240左右。 （三）业绩预期 引用财报2020财政年度报告的数据，总营收当前5097亿（人民币），指引为6500亿。个人看法到6600亿。 三、技术分析 （一）趋势形态 由疫情砸出了大坑，刚好落在趋势线上，由此展开了上攻。上周的大涨突破的周线压力位，所以当时看多到250块。 （二）均线 最重要的是200MA已经上扬。 四、结论 持有 $阿里巴巴(BABA)$$阿里巴巴-SW(09988)$","highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/943503754","repostId":0,"isVote":1,"tweetType":1,"viewCount":5530,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["09988","BABA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":615,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":2672086,"gmtCreate":1595409878268,"gmtModify":1595409878268,"authorId":20722186463466,"author":{"id":20722186463466,"authorId":20722186463466,"name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","vip":4,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":943503754,"type":1,"supId":0,"prevId":0,"content":"哈喽，对您分享的内容比较感兴趣，可以加虎妞聊聊吗~~v：tigerbrokers","text":"哈喽，对您分享的内容比较感兴趣，可以加虎妞聊聊吗~~v：tigerbrokers","html":"哈喽，对您分享的内容比较感兴趣，可以加虎妞聊聊吗~~v：tigerbrokers","likeSize":0,"commentSize":1,"subComments":[{"id":2672182,"gmtCreate":1595411392027,"gmtModify":1595411392027,"authorId":3435324218591984,"author":{"id":3435324218591984,"authorId":3435324218591984,"name":"大一TMT","avatar":"https://static.laohu8.com/4e4e05689a37255e77eabe11fbf0fd16","vip":2,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.02.17","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":943503754,"type":1,"supId":2672086,"prevId":0,"content":"已经回复你了","text":"已经回复你了","html":"已经回复你了"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":2642072,"gmtCreate":1594693495069,"gmtModify":1594693495069,"authorId":163879441421586,"author":{"id":163879441421586,"authorId":163879441421586,"name":"夏夏夏","avatar":"https://static.tigerbbs.com/58ae2606862e6fc6213bbfb1de0eef2c","vip":1,"hat":"https://static.tigerbbs.com/a26386acf493bab3f5520021849bb50e","crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":943503754,"type":1,"supId":0,"prevId":0,"content":"稳","text":"稳","html":"稳","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}