营收增速看是没啥问题的，活跃买家+6%是硬伤

本人不持有阿里，目前看财报营收增长及利润增长50%+，但是活跃买家+6%。看似beat，但是说明国内可开发的新用户已经有限。#阿里发财报看多or看空#

这个营收的增速应该是压榨商家的利润得来的。为了应对这个新用户的问题，阿里才搞出个老年体验版吧

$(baba)$, $(jd)$

老虎财报季2020

公司发财报，这些发财信息千万不要错过！

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。

精彩评论

南宫文彦
2018-02-01
南宫文彦
硬伤是每股收益没达预期机构和股东肯定要看这个
- T7486957:
  我个人理解不是这样。。。预期这玩意如果要有个标准，那就是分析师预期了本季度的预期是否达标很重要，但是未来的期望也很重要。这份财报看起来就是新增买家是硬伤，总不能天天开源节流吧
小新姐姐
2018-02-01
小新姐姐
每个商家都被极力游说做P4P广告，不做就没有流量，做了是烧钱！！
- T7486957:
  目前看这份财报是的，买家的羊毛薅不动了，只能拿商家下手了
阿拉叮神灯
2018-02-01
阿拉叮神灯
阿里有很多营收是商家刷出来的，相当于营销广告费，别问我是怎么知道的，双十一的交易额，那就是竞相打广告
- san:
  阿里的营收是广告和其他收入，跟商家刷单有半毛钱关系吗
主宰金钱
2018-02-01
主宰金钱
跌就是一切下跌的理由，涨就是一切上涨的理由。什么都是理由，这就是真理
爱叮当的哆啦A梦
2018-02-01
爱叮当的哆啦A梦
。。。这个月涨太多了。。。至少说明来对财报预期比预期目标高不少。。。只能说，阿里的财报华尔街不买账
EricFu
2018-02-01
EricFu
阿里与百度携程一样，抽水太厉害了

发表看法

13

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