当大家放大外卖补贴给_老虎社区_美港股上老虎 - 老虎社区

当大家放大外卖补贴给阿里带来伤害的时候，买入阿里。当大家放大 AI 给阿里带来收益的时候，卖出阿里。

至于美团，竞争者太多了，现在抖音势头很猛，后面还要大玩家腾讯入场抢酒旅团购。美团适合观望。

阿里财报不及预期！绩后你的操作策略是？

阿里巴巴于美股盘前公布截至2025年12月31日止季度（对应2026财年第三财季）业绩：Q3营收2848.43亿元人民币，同比增长2%，市场预期为2897.95亿元；经调整净利润167.10亿元，同比下降67%，市场预期为295.79亿元。【阿里收入&EPS双miss，大力押注AI下，大家看好阿里后市发展吗？绩后你的操作策略是？】

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

HilaryWilde
2025-12-03
HilaryWilde
阿里这波操作确实需要逆向思维，等市场反应过来可能就晚了
ZeroAnna
2025-12-03
ZeroAnna
阿里这波操作确实要看准时机，美团现在竞争太激烈了

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