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2023-03-29
蚂蚁金服呢？
“一拆六”立竿见影，阿里为何大涨？
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10:15","market":"hk","language":"zh","title":"“一拆六”立竿见影，阿里为何大涨？","url":"https://stock-news.laohu8.com/highlight/detail?id=2323724336","media":"华尔街见闻","summary":"分析指出，未来阿里各大业务板块上市后价值被重估，增长更快的业务部门将被市场授予更高的市盈率，释放巨大的股东价值。一场前所未有的调整可能将释放巨大的股东价值。隔夜美股市场，阿里巴巴暴涨超14%，创去年6","content":"<html><head></head><body><blockquote>分析指出，未来阿里各大业务板块上市后价值被重估，增长更快的业务部门将被市场授予更高的市盈率，释放巨大的股东价值。</blockquote><p>一场前所未有的调整可能将释放巨大的股东价值。</p><p>隔夜美股市场，阿里巴巴暴涨超14%，创去年6月以来最大单日涨幅。消息面上，阿里宣布史上最大调整，将阿里集团“一拆六”，且每一部分都可独立上市。</p><p><img src=\"https://static.tigerbbs.com/3e7ebf058335f86c0eac0f2d22b07517\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>分析指出，未来阿里各大业务板块上市后价值被重估，增长更快的业务部门将被市场授予更高的市盈率，释放巨大的股东价值。</p><p>各业务板块或迎来更高市盈率 释放巨大股东价值</p><p>阿里美股大涨背后是市场认为，未来阿里各大业务集团上市后价值被重估，将释放巨大股东价值。</p><p>花旗分析师Alicia Yap在报告中指出：</p><blockquote>尽管重组可能已经进行了一段时间，但这一消息还是早于预期，让人感到意外。</blockquote><blockquote>虽然每个业务部门可能还需要一段时间才能进行单独上市活动，而且控股集团在单独上市后是否会保留该业务部门的合并股份或解除合并股份仍不清楚，但我们相信投资者会重新评估每个业务部门的价值。</blockquote><p>持有<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>股份的Great Hill Capital董事长Thomas Hayes认为：</p><blockquote><b>这对股东来说是非常积极的，集团各部分的估值能够更快地实现，通常在首次公开募股或分拆时，增长更快的业务部门最终将被市场授予更高的市盈率。</b></blockquote><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Gary Yu在一份报告中写道：</p><blockquote>市场对阿里巴巴战略的热情是值得注意的，该公司的交易价格较其各部分的总和相比有很大的折扣。随着市场对其业务部门的价值有所认识，其潜在的上升空间十分广阔。</blockquote><p><b>此外，分析指出，后续六大业务集团上市将促进市场竞争。</b>对于那些与新上市的公司竞争的企业来说，可能存在风险。分析指出，随着投资者买入阿里各业务集团股票，美团、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>等本地消费服务和电商领域的股票需求可能会减少。</p><p>阿里“一拆六” 谁将领衔上市？</p><p>阿里在一封全员信中表示，将构建“1+6+N”的组织结构：</p><blockquote>阿里巴巴集团之下，设立阿里云<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>、淘宝天猫商业、本地生活、国际数字商业、菜鸟、大文娱等六大业务集团，“N”则指旗下多家业务公司，如阿里健康、盒马、<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>等以及未来可能新创设的公司。</blockquote><p>具体来看，云智能集团由张勇兼任CEO；淘宝天猫商业集团由戴珊任CEO；本地生活集团，俞永福担任CEO；菜鸟集团，万霖担任CEO；国际数字商业集团，蒋凡出任CEO；大文娱集团由樊路远任CEO。</p><p><b>同时，</b><b>阿里</b><b>首席执行官张勇还透露了一个重要信号：</b></p><blockquote>市场是最好的试金石，未来具备条件的业务集团和公司，都将有独立融资和上市的可能性。</blockquote><p>目前，阿里旗下的高鑫零售、<a href=\"https://laohu8.com/S/00241\">阿里健康</a>、<a href=\"https://laohu8.com/S/01060\">阿里影业</a>都已独立上市。过去一年，市场曾多次传出盒马正单独融资，阿里云、Lazada考虑单独上市的消息。</p><p>在内部员工看来，阿里云、菜鸟、盒马、高德等多个业务在垂直领域都是行业头部，想象空间很大。</p><p>中国企业家杂志指出，去年年底，阿里宣布新一轮组织架构调整，其中最引人注目的变化，当属张勇兼任阿里云智能总裁，并直接分管钉钉。此次张勇亲自挂帅阿里云智能业务，可见<b>云计算已成为扛起阿里下一段发展的希望。</b></p><p><b>盒马作为新零售业态也已经走向成熟，连续几个季度业绩表现突出。</b>阿里巴巴最新财报显示，在2022年10月至12月，盒马同店销售实现双位数的增长。今年1月，盒马CEO侯毅在内部信中透露，2022年盒马高速增长的同时，主力业态——盒马鲜生已实现盈利。</p><p>近两年飞得最快的业务当属菜鸟。根据阿里2022财年第三季度财报，菜鸟营收同比增长27%，依然蝉联集团第一。不仅如此，<b>菜鸟还几乎不亏钱了。</b></p><p><b>蒋凡掌管的阿里国际商务板块在三季度持续好转，</b>营收同比大增18%，这个增速在阿里各板块中排名第二，仅次于菜鸟。尤其是国际零售部分（主要包括速卖通、Lazada、Trendyol及Daraz）本季表现强劲，营收146.44亿元，同比增长26%。</p></body></html>","source":"wallstreetcn_api","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\" 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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\">\n“一拆六”立竿见影，阿里为何大涨？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-29 10:15 北京时间 <a href=https://wallstreetcn.com/articles/3685164><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>分析指出，未来阿里各大业务板块上市后价值被重估，增长更快的业务部门将被市场授予更高的市盈率，释放巨大的股东价值。一场前所未有的调整可能将释放巨大的股东价值。隔夜美股市场，阿里巴巴暴涨超14%，创去年6月以来最大单日涨幅。消息面上，阿里宣布史上最大调整，将阿里集团“一拆六”，且每一部分都可独立上市。分析指出，未来阿里各大业务板块上市后价值被重估，增长更快的业务部门将被市场授予更高的市盈率，释放巨大的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3685164\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/137b7142629bbcf808ebb45b609a06df","relate_stocks":{"LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK1608":"元宇宙概念","BK1517":"云办公","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","BABA":"阿里巴巴","BK1575":"同股不同权","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK1501":"阿里概念股","BK4531":"中概回港概念","LU0052750758.USD":"富兰克林中国基金A Acc","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1880383366.USD":"东方汇理中国股票基金 A2 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ACC","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0348783233.USD":"安联东方收入型 CI A Dis美元","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC"},"source_url":"https://wallstreetcn.com/articles/3685164","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323724336","content_text":"分析指出，未来阿里各大业务板块上市后价值被重估，增长更快的业务部门将被市场授予更高的市盈率，释放巨大的股东价值。一场前所未有的调整可能将释放巨大的股东价值。隔夜美股市场，阿里巴巴暴涨超14%，创去年6月以来最大单日涨幅。消息面上，阿里宣布史上最大调整，将阿里集团“一拆六”，且每一部分都可独立上市。分析指出，未来阿里各大业务板块上市后价值被重估，增长更快的业务部门将被市场授予更高的市盈率，释放巨大的股东价值。各业务板块或迎来更高市盈率 释放巨大股东价值阿里美股大涨背后是市场认为，未来阿里各大业务集团上市后价值被重估，将释放巨大股东价值。花旗分析师Alicia Yap在报告中指出：尽管重组可能已经进行了一段时间，但这一消息还是早于预期，让人感到意外。虽然每个业务部门可能还需要一段时间才能进行单独上市活动，而且控股集团在单独上市后是否会保留该业务部门的合并股份或解除合并股份仍不清楚，但我们相信投资者会重新评估每个业务部门的价值。持有阿里巴巴股份的Great Hill Capital董事长Thomas Hayes认为：这对股东来说是非常积极的，集团各部分的估值能够更快地实现，通常在首次公开募股或分拆时，增长更快的业务部门最终将被市场授予更高的市盈率。摩根士丹利分析师Gary Yu在一份报告中写道：市场对阿里巴巴战略的热情是值得注意的，该公司的交易价格较其各部分的总和相比有很大的折扣。随着市场对其业务部门的价值有所认识，其潜在的上升空间十分广阔。此外，分析指出，后续六大业务集团上市将促进市场竞争。对于那些与新上市的公司竞争的企业来说，可能存在风险。分析指出，随着投资者买入阿里各业务集团股票，美团、京东、拼多多等本地消费服务和电商领域的股票需求可能会减少。阿里“一拆六” 谁将领衔上市？阿里在一封全员信中表示，将构建“1+6+N”的组织结构：阿里巴巴集团之下，设立阿里云智能、淘宝天猫商业、本地生活、国际数字商业、菜鸟、大文娱等六大业务集团，“N”则指旗下多家业务公司，如阿里健康、盒马、高鑫零售等以及未来可能新创设的公司。具体来看，云智能集团由张勇兼任CEO；淘宝天猫商业集团由戴珊任CEO；本地生活集团，俞永福担任CEO；菜鸟集团，万霖担任CEO；国际数字商业集团，蒋凡出任CEO；大文娱集团由樊路远任CEO。同时，阿里首席执行官张勇还透露了一个重要信号：市场是最好的试金石，未来具备条件的业务集团和公司，都将有独立融资和上市的可能性。目前，阿里旗下的高鑫零售、阿里健康、阿里影业都已独立上市。过去一年，市场曾多次传出盒马正单独融资，阿里云、Lazada考虑单独上市的消息。在内部员工看来，阿里云、菜鸟、盒马、高德等多个业务在垂直领域都是行业头部，想象空间很大。中国企业家杂志指出，去年年底，阿里宣布新一轮组织架构调整，其中最引人注目的变化，当属张勇兼任阿里云智能总裁，并直接分管钉钉。此次张勇亲自挂帅阿里云智能业务，可见云计算已成为扛起阿里下一段发展的希望。盒马作为新零售业态也已经走向成熟，连续几个季度业绩表现突出。阿里巴巴最新财报显示，在2022年10月至12月，盒马同店销售实现双位数的增长。今年1月，盒马CEO侯毅在内部信中透露，2022年盒马高速增长的同时，主力业态——盒马鲜生已实现盈利。近两年飞得最快的业务当属菜鸟。根据阿里2022财年第三季度财报，菜鸟营收同比增长27%，依然蝉联集团第一。不仅如此，菜鸟还几乎不亏钱了。蒋凡掌管的阿里国际商务板块在三季度持续好转，营收同比大增18%，这个增速在阿里各板块中排名第二，仅次于菜鸟。尤其是国际零售部分（主要包括速卖通、Lazada、Trendyol及Daraz）本季表现强劲，营收146.44亿元，同比增长26%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":659290097,"gmtCreate":1680064033319,"gmtModify":1680066205666,"author":{"id":"4114564844631630","authorId":"4114564844631630","name":"catsu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"蚂蚁金服呢？","listText":"蚂蚁金服呢？","text":"蚂蚁金服呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659290097","repostId":"2323724336","repostType":2,"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
