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响亮的名字2018
2020-11-05

$阿里巴巴(BABA)$净利润下滑63%。营收相比第一季度基本持平，而且第一季度有疫情影响，包裹都发不出，但是q2居然和q1营收差不多，那说明pdd，jd，mt吸流太厉害，悲剧了。2021年头条，快手，微信电商崛起，阿里危险了

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25d459fd
·2020-11-05
去年同季度有蚂蚁的一次性收入导致的，去掉非经常性收入后利润是超过预期的
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- 25d459fd:
  比预期的利润高
  2020-11-05
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- 小do:
  那还是不及预期啊，预期的利润也不包括蚂蚁吧
  2020-11-05
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- Lester回复KEINS:
  蚂蚁是股权投资，不属于主营业务
  2020-11-05
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KEINS
·2020-11-05
你的观点不对，不是吸的淘宝的流量，是大家出不了门，本来在实体购物都流量全跑网上了，这不代表淘宝没流量，你还是小瞧淘宝了也不代表淘宝流量少了，大部分人购物还是在淘宝的，你说的新兴的一些东西抢的不是淘宝的
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哈哈镜啊
·2020-11-05
人云亦云不是个好习惯
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sammas
·2020-11-07
baba一直很危险～
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彤画故事
·2020-11-05
除去股权激励，净利润是翻倍的
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