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- SandyboySandyboy
  ·2021-11-18
  What’s a good price to enter?
  Alibaba slid nearly 3% in premarket trading as it missed quarterly revenue expectations<blockquote>阿里巴巴-SW盘前交易下跌近3%，因季度营收未达预期</blockquote>
  Alibaba slid nearly 3% in premarket trading after posting its financial report.The company today ann
  Alibaba slid nearly 3% in premarket trading as it missed quarterly revenue expectations<blockquote>阿里巴巴-SW盘前交易下跌近3%，因季度营收未达预期</blockquote>
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- SandyboySandyboy
  ·2021-11-09
  $AMD(AMD)$this will soar due to chip demand and shortage
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increase of 62 million consumers, and we are on track to achieve our longer-term target of serving two billion consumers globally.”</p><p><blockquote>“本季度，阿里巴巴-SW继续坚定投资于我们的国内消费、全球化和云计算三大战略支柱，为我们未来可持续增长的长期目标奠定坚实基础，”阿里巴巴-SW集团董事长兼首席执行官张勇表示，“我们在阿里巴巴-SW生态系统中的全球年度活跃消费者达到约12.4亿，季度净增6200万消费者，我们有望实现在全球服务20亿消费者的长期目标。”</blockquote></p><p> “We recorded revenue growth of 29% year-over-year, driven by performance of our diversified businesses,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “During this quarter, our continued investments in key strategic areas have resulted in robust growth for these young businesses.”</p><p><blockquote>阿里巴巴-SW集团首席财务官Maggie Wu表示：“在多元化业务业绩的推动下，我们的收入同比增长了29%。”“本季度，我们在关键战略领域的持续投资为这些年轻企业带来了强劲增长。”</blockquote></p><p> <b>BUSINESS HIGHLIGHTS</b></p><p><blockquote><b>业务亮点</b></blockquote></p><p> <b>In the quarter ended September 30, 2021:</b></p><p><blockquote><b>截至2021年9月30日的季度：</b></blockquote></p><p> <ul>  <li><b>Revenue</b>&nbsp;was RMB200,690 million (US$31,147 million), an increase of 29% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 16% year-over-year to RMB180,438 million (US$28,004 million). Aggregate revenue of our international commerce retail and international commerce wholesale was RMB15,092 million (US$2,342 million), an increase of 34% year-over-year. Our cloud computing revenue was RMB20,007 million (US$3,105 million), an increase of 33% year-over-year.</li>  <li><b>Annual active consumers</b>(“AACs”) of the Alibaba Ecosystem across the world reached approximately 1.24 billion for the twelve months ended September 30, 2021, an increase of approximately 62 million from the twelve months ended June 30, 2021. This includes 953 million consumers in China and 285 million consumers overseas, representing a quarterly net increase of 41 million and 20 million, respectively.</li>  <li><b>Income</b>&nbsp;<b>from operations</b>&nbsp;was RMB15,006 million (US$2,329 million), an increase of 10% year-over-year due to a RMB15,690 million decrease in share-based compensation expense related to Ant Group share-based awards granted to our employees. We excluded share-based compensation expense from our non-GAAP measurements.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 27% year-over-year to RMB34,840 million (US$5,407 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 32% year-over-year to RMB28,033 million (US$4,351 million). The year-over-year decreases were primarily due to our increased investments in key strategic areas that have exhibited robust growth in operations, as well as our support to merchants. These investments in key strategic areas within our commerce segment, such as Taobao Deals, Local Consumer Services, Community Marketplaces and Lazada, increased by RMB12,575 million year-over-year. Excluding the impact of these investments, profits of our commerce segment would have remained stable year-over-year.</li>  <li><b>Net income attributable to ordinary shareholders</b>&nbsp;was RMB5,367 million (US$833 million)and<b>net income</b>was RMB3,377 million (US$524 million).<b>Non-GAAP net income</b>was RMB28,524 million (US$4,427 million), a decrease of 39% year-over-year.</li>  <li><b>Diluted earnings per ADS</b>&nbsp;was RMB1.97 (US$0.31) and<b>diluted earnings per share</b>was RMB0.25 (US$0.04 or HK$0.30).<b>Non-GAAP diluted earnings per ADS</b>was RMB11.20 (US$1.74), a decrease of 38% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB1.40 (US$0.22 or HK$1.68), a decrease of 38% year-over-year.</li>  <li><b>Net cash provided by operating activities</b>&nbsp;was RMB35,830 million (US$5,561 million).<b>Non-GAAP free cash flow</b>was RMB22,239 million (US$3,451 million), a decrease compared to RMB40,540 million in the same quarter of 2020, mainly due to a decrease in profit as a result of our increased investments in key strategic areas.</li> </ul> Reconciliations of GAAP measures to non-GAAP measures presented above are included at the end of this results announcement.</p><p><blockquote><ul><li><b>收入</b>为人民币2006.9亿元（311.47亿美元），同比增长29%。如果不包括合并高鑫，我们的收入将同比增长16%至人民币1,804.38亿元（280.04亿美元）。我们的国际商务零售和国际商务批发总收入为人民币150.92亿元（23.42亿美元），同比增长34%。我们的云计算收入为人民币200.07亿元（31.05亿美元），同比增长33%。</li><li><b>年度活跃消费者</b>截至2021年9月30日止十二个月，全球阿里巴巴-SW生态系统（“AACs”）的用户数达到约12.4亿，较截至2021年6月30日止十二个月增加约6200万。其中包括9.53亿中国消费者和2.85亿海外消费者，季度净增分别为4100万和2000万。</li><li><b>收入</b> <b>来自运营</b>为人民币150.06亿元（23.29亿美元），同比增长10%，原因是与授予员工的蚂蚁集团股权奖励相关的股权激励费用减少人民币156.90亿元。我们从非公认会计准则衡量中排除了基于股份的薪酬费用。<b>调整后EBITDA</b>根据非公认会计准则衡量，同比下降27%至人民币348.4亿元（54.07亿美元）。<b>调整后EBITA</b>根据非公认会计准则衡量，同比下降32%至人民币280.33亿元（43.51亿美元）。同比下降主要是由于我们增加了对运营强劲增长的关键战略领域的投资，以及我们对商家的支持。在淘宝交易、本地消费服务、社区市场和Lazada等商业板块关键战略领域的投资同比增加人民币125.75亿元。排除这些投资的影响，我们商业部门的利润将同比保持稳定。</li><li><b>归属于普通股股东的净利润</b>为人民币53.67亿元（8.33亿美元）及<b>净收入</b>为人民币33.77亿元（5.24亿美元）。<b>非公认会计准则净利润</b>为人民币285.24亿元（44.27亿美元），同比下降39%。</li><li><b>每股美国存托凭证摊薄收益</b>为人民币1.97元（0.31美元）<b>每股摊薄盈利</b>为人民币0.25元（0.04美元或0.30港元）。<b>非公认会计准则每股美国存托凭证摊薄收益</b>为人民币11.20元（1.74美元），同比下降38%<b>非公认会计准则稀释每股收益</b>为人民币1.40元（0.22美元或1.68港元），同比下降38%。</li><li><b>经营活动提供的现金净额</b>为人民币358.3亿元（55.61亿美元）。<b>非公认会计准则自由现金流</b>为人民币222.39亿元（34.51亿美元），较2020年同季度的人民币405.40亿元有所下降，主要是由于我们增加对关键战略领域的投资导致利润下降。</li></ul>上述GAAP指标与非GAAP指标的调节表包含在本业绩公告的末尾。</blockquote></p><p> <b>Guidance</b></p><p><blockquote><b>指导</b></blockquote></p><p> The&nbsp;company expected its fiscal year 2022 revenue to grow 20% to 23% year-over-year.</p><p><blockquote>该公司预计2022财年营收同比增长20%至23%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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: 12.5px; color: #7E829C; margin: 0;}\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\">\nAlibaba slid nearly 3% in premarket trading as it missed quarterly revenue expectations<blockquote>阿里巴巴-SW盘前交易下跌近3%，因季度营收未达预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-18 19:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Alibaba slid nearly 3% in premarket trading after posting its financial report.<img src=\"https://static.tigerbbs.com/bb8e39181e945f890528b0e2f1c00b82\" tg-width=\"777\" tg-height=\"569\" referrerpolicy=\"no-referrer\">The&nbsp;company&nbsp;today announced its financial results for the quarter ended September 30, 2021.</p><p><blockquote>阿里巴巴-SW发布财务报告后，盘前交易中下跌近3%。该公司今天公布了截至2021年9月30日的季度财务业绩。</blockquote></p><p> “This quarter, Alibaba continued to firmly invest into our three strategic pillars of domestic consumption, globalization, and cloud computing to establish solid foundations for our long-term goal of sustainable growth in the future,”&nbsp;said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group.&nbsp;“Our global annual active consumers across the Alibaba Ecosystem reached approximately 1.24 billion, with a quarterly net increase of 62 million consumers, and we are on track to achieve our longer-term target of serving two billion consumers globally.”</p><p><blockquote>“本季度，阿里巴巴-SW继续坚定投资于我们的国内消费、全球化和云计算三大战略支柱，为我们未来可持续增长的长期目标奠定坚实基础，”阿里巴巴-SW集团董事长兼首席执行官张勇表示，“我们在阿里巴巴-SW生态系统中的全球年度活跃消费者达到约12.4亿，季度净增6200万消费者，我们有望实现在全球服务20亿消费者的长期目标。”</blockquote></p><p> “We recorded revenue growth of 29% year-over-year, driven by performance of our diversified businesses,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “During this quarter, our continued investments in key strategic areas have resulted in robust growth for these young businesses.”</p><p><blockquote>阿里巴巴-SW集团首席财务官Maggie Wu表示：“在多元化业务业绩的推动下，我们的收入同比增长了29%。”“本季度，我们在关键战略领域的持续投资为这些年轻企业带来了强劲增长。”</blockquote></p><p> <b>BUSINESS HIGHLIGHTS</b></p><p><blockquote><b>业务亮点</b></blockquote></p><p> <b>In the quarter ended September 30, 2021:</b></p><p><blockquote><b>截至2021年9月30日的季度：</b></blockquote></p><p> <ul>  <li><b>Revenue</b>&nbsp;was RMB200,690 million (US$31,147 million), an increase of 29% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 16% year-over-year to RMB180,438 million (US$28,004 million). Aggregate revenue of our international commerce retail and international commerce wholesale was RMB15,092 million (US$2,342 million), an increase of 34% year-over-year. Our cloud computing revenue was RMB20,007 million (US$3,105 million), an increase of 33% year-over-year.</li>  <li><b>Annual active consumers</b>(“AACs”) of the Alibaba Ecosystem across the world reached approximately 1.24 billion for the twelve months ended September 30, 2021, an increase of approximately 62 million from the twelve months ended June 30, 2021. This includes 953 million consumers in China and 285 million consumers overseas, representing a quarterly net increase of 41 million and 20 million, respectively.</li>  <li><b>Income</b>&nbsp;<b>from operations</b>&nbsp;was RMB15,006 million (US$2,329 million), an increase of 10% year-over-year due to a RMB15,690 million decrease in share-based compensation expense related to Ant Group share-based awards granted to our employees. We excluded share-based compensation expense from our non-GAAP measurements.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 27% year-over-year to RMB34,840 million (US$5,407 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 32% year-over-year to RMB28,033 million (US$4,351 million). The year-over-year decreases were primarily due to our increased investments in key strategic areas that have exhibited robust growth in operations, as well as our support to merchants. These investments in key strategic areas within our commerce segment, such as Taobao Deals, Local Consumer Services, Community Marketplaces and Lazada, increased by RMB12,575 million year-over-year. Excluding the impact of these investments, profits of our commerce segment would have remained stable year-over-year.</li>  <li><b>Net income attributable to ordinary shareholders</b>&nbsp;was RMB5,367 million (US$833 million)and<b>net income</b>was RMB3,377 million (US$524 million).<b>Non-GAAP net income</b>was RMB28,524 million (US$4,427 million), a decrease of 39% year-over-year.</li>  <li><b>Diluted earnings per ADS</b>&nbsp;was RMB1.97 (US$0.31) and<b>diluted earnings per share</b>was RMB0.25 (US$0.04 or HK$0.30).<b>Non-GAAP diluted earnings per ADS</b>was RMB11.20 (US$1.74), a decrease of 38% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB1.40 (US$0.22 or HK$1.68), a decrease of 38% year-over-year.</li>  <li><b>Net cash provided by operating activities</b>&nbsp;was RMB35,830 million (US$5,561 million).<b>Non-GAAP free cash flow</b>was RMB22,239 million (US$3,451 million), a decrease compared to RMB40,540 million in the same quarter of 2020, mainly due to a decrease in profit as a result of our increased investments in key strategic areas.</li> </ul> Reconciliations of GAAP measures to non-GAAP measures presented above are included at the end of this results announcement.</p><p><blockquote><ul><li><b>收入</b>为人民币2006.9亿元（311.47亿美元），同比增长29%。如果不包括合并高鑫，我们的收入将同比增长16%至人民币1,804.38亿元（280.04亿美元）。我们的国际商务零售和国际商务批发总收入为人民币150.92亿元（23.42亿美元），同比增长34%。我们的云计算收入为人民币200.07亿元（31.05亿美元），同比增长33%。</li><li><b>年度活跃消费者</b>截至2021年9月30日止十二个月，全球阿里巴巴-SW生态系统（“AACs”）的用户数达到约12.4亿，较截至2021年6月30日止十二个月增加约6200万。其中包括9.53亿中国消费者和2.85亿海外消费者，季度净增分别为4100万和2000万。</li><li><b>收入</b> <b>来自运营</b>为人民币150.06亿元（23.29亿美元），同比增长10%，原因是与授予员工的蚂蚁集团股权奖励相关的股权激励费用减少人民币156.90亿元。我们从非公认会计准则衡量中排除了基于股份的薪酬费用。<b>调整后EBITDA</b>根据非公认会计准则衡量，同比下降27%至人民币348.4亿元（54.07亿美元）。<b>调整后EBITA</b>根据非公认会计准则衡量，同比下降32%至人民币280.33亿元（43.51亿美元）。同比下降主要是由于我们增加了对运营强劲增长的关键战略领域的投资，以及我们对商家的支持。在淘宝交易、本地消费服务、社区市场和Lazada等商业板块关键战略领域的投资同比增加人民币125.75亿元。排除这些投资的影响，我们商业部门的利润将同比保持稳定。</li><li><b>归属于普通股股东的净利润</b>为人民币53.67亿元（8.33亿美元）及<b>净收入</b>为人民币33.77亿元（5.24亿美元）。<b>非公认会计准则净利润</b>为人民币285.24亿元（44.27亿美元），同比下降39%。</li><li><b>每股美国存托凭证摊薄收益</b>为人民币1.97元（0.31美元）<b>每股摊薄盈利</b>为人民币0.25元（0.04美元或0.30港元）。<b>非公认会计准则每股美国存托凭证摊薄收益</b>为人民币11.20元（1.74美元），同比下降38%<b>非公认会计准则稀释每股收益</b>为人民币1.40元（0.22美元或1.68港元），同比下降38%。</li><li><b>经营活动提供的现金净额</b>为人民币358.3亿元（55.61亿美元）。<b>非公认会计准则自由现金流</b>为人民币222.39亿元（34.51亿美元），较2020年同季度的人民币405.40亿元有所下降，主要是由于我们增加对关键战略领域的投资导致利润下降。</li></ul>上述GAAP指标与非GAAP指标的调节表包含在本业绩公告的末尾。</blockquote></p><p> <b>Guidance</b></p><p><blockquote><b>指导</b></blockquote></p><p> The&nbsp;company expected its fiscal year 2022 revenue to grow 20% to 23% year-over-year.</p><p><blockquote>该公司预计2022财年营收同比增长20%至23%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133708327","content_text":"Alibaba slid nearly 3% in premarket trading after posting its financial report.The company today announced its financial results for the quarter ended September 30, 2021.\n“This quarter, Alibaba continued to firmly invest into our three strategic pillars of domestic consumption, globalization, and cloud computing to establish solid foundations for our long-term goal of sustainable growth in the future,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “Our global annual active consumers across the Alibaba Ecosystem reached approximately 1.24 billion, with a quarterly net increase of 62 million consumers, and we are on track to achieve our longer-term target of serving two billion consumers globally.”\n“We recorded revenue growth of 29% year-over-year, driven by performance of our diversified businesses,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “During this quarter, our continued investments in key strategic areas have resulted in robust growth for these young businesses.”\nBUSINESS HIGHLIGHTS\nIn the quarter ended September 30, 2021:\n\nRevenue was RMB200,690 million (US$31,147 million), an increase of 29% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 16% year-over-year to RMB180,438 million (US$28,004 million). Aggregate revenue of our international commerce retail and international commerce wholesale was RMB15,092 million (US$2,342 million), an increase of 34% year-over-year. Our cloud computing revenue was RMB20,007 million (US$3,105 million), an increase of 33% year-over-year.\nAnnual active consumers(“AACs”) of the Alibaba Ecosystem across the world reached approximately 1.24 billion for the twelve months ended September 30, 2021, an increase of approximately 62 million from the twelve months ended June 30, 2021. This includes 953 million consumers in China and 285 million consumers overseas, representing a quarterly net increase of 41 million and 20 million, respectively.\nIncome from operations was RMB15,006 million (US$2,329 million), an increase of 10% year-over-year due to a RMB15,690 million decrease in share-based compensation expense related to Ant Group share-based awards granted to our employees. We excluded share-based compensation expense from our non-GAAP measurements.Adjusted EBITDA, a non-GAAP measurement, decreased 27% year-over-year to RMB34,840 million (US$5,407 million).Adjusted EBITA, a non-GAAP measurement, decreased 32% year-over-year to RMB28,033 million (US$4,351 million). The year-over-year decreases were primarily due to our increased investments in key strategic areas that have exhibited robust growth in operations, as well as our support to merchants. These investments in key strategic areas within our commerce segment, such as Taobao Deals, Local Consumer Services, Community Marketplaces and Lazada, increased by RMB12,575 million year-over-year. Excluding the impact of these investments, profits of our commerce segment would have remained stable year-over-year.\nNet income attributable to ordinary shareholders was RMB5,367 million (US$833 million)andnet incomewas RMB3,377 million (US$524 million).Non-GAAP net incomewas RMB28,524 million (US$4,427 million), a decrease of 39% year-over-year.\nDiluted earnings per ADS was RMB1.97 (US$0.31) anddiluted earnings per sharewas RMB0.25 (US$0.04 or HK$0.30).Non-GAAP diluted earnings per ADSwas RMB11.20 (US$1.74), a decrease of 38% year-over-year andnon-GAAP diluted earnings per sharewas RMB1.40 (US$0.22 or HK$1.68), a decrease of 38% year-over-year.\nNet cash provided by operating activities was RMB35,830 million (US$5,561 million).Non-GAAP free cash flowwas RMB22,239 million (US$3,451 million), a decrease compared to RMB40,540 million in the same quarter of 2020, mainly due to a decrease in profit as a result of our increased investments in key strategic areas.\n\nReconciliations of GAAP measures to non-GAAP measures presented above are included at the end of this results announcement.\nGuidance\nThe company expected its fiscal year 2022 revenue to grow 20% to 23% year-over-year.","news_type":1,"symbols_score_info":{"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844549097,"gmtCreate":1636446043117,"gmtModify":1636447926588,"author":{"id":"4096961999981430","authorId":"4096961999981430","name":"Sandyboy","avatar":"https://static.tigerbbs.com/c04e272a035ef63569f512a7703b1fd7","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096961999981430","idStr":"4096961999981430"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>this will soar due to chip demand and shortage&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>this will soar due to chip demand and shortage&nbsp;","text":"$AMD(AMD)$this will soar due to chip demand and shortage","images":[{"img":"https://static.tigerbbs.com/3d819698a19c118e887521a99365912b","width":"1125","height":"3083"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/844549097","isVote":1,"tweetType":1,"viewCount":2105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}