$Alibaba(B_老虎社区_美港股上老虎

我吃我自己的蛋糕ey
2023-05-25

$Alibaba(BABA)$ 一季度财报的延迟点评，果然国内核心电商业务占比过高是个很显而易见的软肋，ta到底还能last多久的是个risk， last的费用也过高显示其需要在客户留存及复购率以及新业务赛道上强化发力，分拆上市是对的，ant group 上市不上市的咱不清楚，但是实实在在的前些年的亏损是baba group承担的，然后还不同的legal ，当然不同的股东结构，不同的治理架构。。。槽点比较多没看完还。。

从赛道来看显性可期的是菜鸟大娱乐

本地生活慢慢出彩

云业务需要重点发力，不断加速突破ceiling才是核心中的核心。

动物园式cutie营销也需要不断改变，stylish

出海业务虽数字很好但是细看区域并不理想

# 2023Q1老虎财报季

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。

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玉米地里吃亏
·2023-05-28
现在阿里巴巴除了一个阿里云，好像并没什么出彩的板块
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去二三四五
·2023-05-28
$Alibaba(BABA)$ 这走势完全是自作孽
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刀哥拉丝
·2023-05-28
但愿有马云坐镇的阿里有起色
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竺正明
·2023-05-26
888
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美梦多多
·2023-05-25
啥文风
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