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2023-03-02

$腾讯控股(00700)$ [呆住]

2023-03-02

$新科技控股(5FX.SI)$ [呆住]

2023-03-02

$小米集团-W(01810)$ [呆住]

2023-03-02

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An in-depth analysis of the investment value of Alibaba and Amazon against the backdrop of a weak global economy.

2023-02-23

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Alibaba's third-quarter revenue exceeded expectations, with adjusted net profit increasing by 12% year-on-year.

2023-02-23

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Moderna's Q4 2022 revenue was $5.084 billion, exceeding expectations.

2023-02-19

$鈞富集团有限公司(532.SI)$ [呆住]

2023-02-06

$鈞富集团有限公司(532.SI)$ [呆住]

2023-02-01

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2023-01-26

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2023-01-26

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2023-01-24

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2023-01-02

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2022-12-17

$亚洲集团(5CR.SI)$ [微笑]

2022-12-17

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2022-09-07

$新科技控股(5FX.SI)$[呆住]

2022-09-06

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2022-09-06

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2022-09-05

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2022-09-05

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[呆住]","images":[{"img":"https://community-static.tradeup.com/news/bddc9dfaa9ef2e1d41f56d1d0d959114","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940153183","isVote":1,"tweetType":1,"viewCount":4622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9940153941,"gmtCreate":1677765685883,"gmtModify":1677765690770,"author":{"id":"3572416964494629","authorId":"3572416964494629","name":"KzvinYBC","avatar":"https://static.tigerbbs.com/83a03eeaaf67bcfe75ac78e83930b587","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572416964494629","idStr":"3572416964494629"},"themes":[],"title":"","htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940153941","repostId":"1111812941","repostType":4,"repost":{"id":"1111812941","kind":"news","pubTimestamp":1677765025,"share":"https://ttm.financial/m/news/1111812941?lang=en_US&edition=fundamental","pubTime":"2023-03-02 21:50","market":"us","language":"zh","title":"An in-depth analysis of the investment value of Alibaba and Amazon against the backdrop of a weak global economy.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111812941","media":"猛兽财经","summary":"在这本文中，猛兽财经将深入研究亚马逊和阿里巴巴这两家世界上最著名的电商巨头。过去一年，由于疫情后全球经济增长放缓，这两家公司的股价都面临压力。此外，飙升的通货膨胀也正在影响消费者支出，这对阿里巴巴和亚","content":"<p><html><head></head><body>In this article, Beast Finance will delve into...<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>and<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>These two are the world's most famous e-commerce giants.</p><p>Over the past year, the stock prices of both companies have faced pressure due to the slowdown in global economic growth following the pandemic. In addition, soaring inflation is also affecting consumer spending, which has a direct impact on the businesses of both Alibaba and Amazon.</p><p>In this article, we will conduct a comprehensive analysis of these two companies, focusing on their financial condition, risks and opportunities, as well as the outlook for the entire industry.</p><p><b>Global E-commerce and Its Development Direction</b></p><p>While Amazon and Alibaba's business scope is no longer limited to e-commerce (which remains their core business), e-commerce is expected to remain one of the fastest-growing industries over the next decade. E-commerce is also one of the 10 industries covered by Beast Finance's \"10 Industries That Could Generate Good Returns in the Next Decade\" series. As shown in the chart below, e-commerce and online retail are projected to grow by 15% to 20% over the next decade (2020-2030).</p><p><img src=\"https://static.tigerbbs.com/ab8526d9efc152938f52bde110651812\" tg-width=\"593\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/></p><p><b>The biggest difference between the two</b></p><p>While there are many similarities between Alibaba and Amazon, they also have some significant differences.</p><p>First, they operate in very different markets. Amazon is the largest e-commerce company in the United States, while Alibaba is the largest e-commerce company in China. Alibaba mainly targets the Chinese market, while Amazon mainly targets the US market. Amazon sells products directly to customers and also benefits from third-party sellers. At the same time, Alibaba relies almost entirely on third-party sellers.</p><p>In addition, both companies have been active in the cloud computing market over the past few years of rapid growth. For Amazon, cloud computing has always been a huge driver of its profit growth, while for Alibaba, the opposite is true. Compared to cloud computing, e-commerce is the most important driver of its revenue and profit growth. As shown in the chart below, 66% of Alibaba's revenue in the third quarter of 2022 came from e-commerce, while only 10% came from cloud computing.</p><p><img src=\"https://static.tigerbbs.com/4a3c87f7efa80211a03071c7b29c7302\" tg-width=\"596\" tg-height=\"258\" referrerpolicy=\"no-referrer\"/></p><p>At the same time, Amazon's revenue from its Amazon Web Services business has also grown significantly over the past few years. As shown in the chart below, Amazon generated $21.38 billion in revenue from AWS in the fourth quarter of 2022.</p><p><img src=\"https://static.tigerbbs.com/b936eb547871a8e75f11cf03464b3ac0\" tg-width=\"595\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/></p><p><b>Has Amazon stagnated?</b></p><p>Amazon's stock price has been rising throughout the pandemic, reaching a peak of nearly $189 after the stock split. Currently, Amazon's stock price has fallen by more than 50% from its all-time high in November 2021.</p><p>Unfortunately, the current market environment and corresponding macroeconomic headwinds may put further downward pressure on Amazon's stock price. In the event of an economic recession, both Amazon and Alibaba will suffer significant losses because per capita income growth will decline, so consumer spending will decrease, which in turn will affect Amazon and Alibaba's overall revenue.</p><p>So should we evaluate Amazon as a growth stock or a value stock? If we look at Amazon from a growth perspective, the company is still not cheap. Its gross profit margin is 13.16% (which has been growing year by year) and its operating profit margin is 2.38%, which suggests that the company should continue to grow in the coming years.</p><p><img src=\"https://static.tigerbbs.com/1ff0830f7876a8f924fd18e67a32a83e\" tg-width=\"597\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/></p><p>However, judging from revenue growth and gross profit growth, Amazon's future does not seem so bright. As we can see from the chart below, Amazon's revenue and gross profit have both declined significantly over the past few years. If it weren't for the pandemic, this trend might have started earlier in 2019. Therefore, we believe that Amazon is a growth company that is maturing and should not expect its future annual revenue growth rate to reach 20%.</p><p>That said, this doesn't necessarily mean Amazon will stop growing. If the company can continue to grow at a rate of 10%, it will provide further room for its stock price to rise. Furthermore, Amazon may be able to innovate further, enter new markets, and expand its growth. For example, artificial intelligence and<a href=\"https://laohu8.com/S/300024\">Robot</a>Process automation is an area that Amazon is focusing on and investing in.</p><p><img src=\"https://static.tigerbbs.com/3e2220e91ba1da54efbe959b12f0342f\" tg-width=\"593\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>Given these data, Amazon's valuation may be more like a value stock, and it is expected to grow moderately in the future. While we believe Amazon should be considered a value stock, we must be clear that Amazon still has a lot of potential for further innovation and may enter new markets.</p><p>Despite its current slowdown, it is growing rapidly in areas that could see significant growth in the future, such as cloud computing and e-commerce. However, if a recession occurs, its revenue and profits could decline further, and its stock price could face significant downward pressure.</p><p>Next, let's look at some other indicators that we consider important.</p><p><img src=\"https://static.tigerbbs.com/06e480ca6efe3b3287eab5344a845801\" tg-width=\"598\" tg-height=\"128\" referrerpolicy=\"no-referrer\"/></p><p>Currently, Amazon's five-year compound annual growth rate of revenue is 17.15%, indicating that Amazon has the ability to continue achieving revenue growth. Amazon's operating cash flow has been increasing for years, but in 2022, Amazon ran into trouble, as we can see in the table above.</p><p>Over the past two years, Amazon's revenue has declined by more than 50%, capital expenditures have been increasing, and its free cash flow yield is currently -1.76%. Essentially, this means that Amazon has not been able to generate enough cash to support its business over the past two years, but it is also possible that Amazon is investing heavily in its business or is already on the decline.</p><p>Furthermore, Amazon's current return on capital is 5.16%, which is not particularly strong. This indicates that for every $100 invested, the company generates $5.16 in additional operating income. As we can see from the chart above, Amazon's gross profit margin is 43.81%, indicating that the company has earned a good return on the products it sells.</p><p><b>Technical Analysis of Amazon Stock</b></p><p><img src=\"https://static.tigerbbs.com/46c11ce1fc3887eecef70911f51c9a5d\" tg-width=\"596\" tg-height=\"250\" referrerpolicy=\"no-referrer\"/></p><p>As mentioned earlier, Amazon's stock price has fallen significantly. In 2023, it fell by nearly 57% from its peak in November 2021. Currently, its stock price is below the moving averages of all indices on the daily and weekly charts, indicating that the stock is currently in a strong downtrend. If this downtrend continues, the support level of $80-81 should provide significant support. In addition, Amazon has a rising green<a href=\"https://laohu8.com/S/42T.SI\">trend line</a>Support: This is the upward trend line support for Amazon's stock price since it bottomed out in 2001. If neither of these support levels holds, there is another support level around $65. If Amazon's stock price breaks through this level, it may enter a state of complete free fall.</p><p>On its upward trajectory, Amazon also faces resistance at $101. This resistance level should have appeared at the top of 2018, after which the stock price fell 36% to the $65.35 support level shown on the chart. If Amazon's stock price can break through the resistance of the downward red trendline, it will be a bullish signal.</p><p><b>How big is Alibaba's valuation discount?</b></p><p>When examining Alibaba, it is important to ask yourself: \"How much should Alibaba's valuation be discounted?\" Given geopolitical risks, especially in the current environment where tensions between the West (the United States and Europe) are near historical highs, it is understandable that investors are demanding a discount on Alibaba's valuation.</p><p>Putting all risks aside, Alibaba appears to be in a favorable position for international expansion. Alibaba is profiting from the growing trends in online shopping in China and globally, particularly in Southeast Asia, the Middle East, and Latin America. Alibaba has seen growing demand and is well-positioned to capture a significant market share.</p><p>Alibaba has been investing heavily in research and development and in several industries that we expect to see significant growth in the coming years, as we analyzed in our series of articles on \"High-Growth Industries That Could Produce Good Returns in the Next Decade\". Alibaba has been investing in artificial intelligence, machine learning and the Internet of Things. Beast Finance expects these to be key drivers of Alibaba's growth in the coming years.</p><p>Similar to Amazon, Alibaba's stock price has also fallen sharply over the past two years (at one point it fell by nearly 82%). Currently, Alibaba's stock price has fallen 72% from its all-time high in October 2020. Investors can't help but ask, \"Is this decline reasonable?\" Back in 2020, everyone fell in love with Alibaba's stock, and even value investors regarded it as a must-invest.</p><p>Next, let's take a look at Alibaba's fundamentals and see if they have also worsened with the decline in its stock price over the past two years.</p><p>As can be seen from the chart above, Alibaba's current operating profit margin is 11.31%. Although this number has been declining over the past few years, it is significantly higher than Amazon's operating profit margin. In addition, the company's 5-year compound annual growth rate of operating revenue is 6.22%, which is also quite good. Although the gross profit margin has declined significantly over the years, the current gross profit margin of 36.85% is not bad at all.</p><p><img src=\"https://static.tigerbbs.com/d9685e189945a694fc9ce33a9f6a78be\" tg-width=\"594\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>When we look at Alibaba's revenue and gross profit growth (although future growth is still unclear because Alibaba's revenue and gross profit growth are somewhat unstable). Alibaba's revenue and gross profit experienced explosive growth in 2018, with revenue increasing by 73.56% year-on-year and gross profit increasing by 58.65%. A year later, this percentage dropped to 40.74% and 12.12%, respectively. Although Alibaba's growth is less stable than Amazon's, Beast Finance believes that Alibaba is more likely to maintain 20% revenue growth in the coming years. As mentioned earlier, the company is investing heavily in research and development and is trying to enter new markets and industries.</p><p>It should be emphasized again that if the economy recesses, Alibaba's revenue and gross profit growth may slow significantly, after all, Alibaba experienced this situation in 2022.</p><p>In addition, we should also look at some other indicators that we consider important.</p><p><img src=\"https://static.tigerbbs.com/302ab07ee1dc30f1f456674c78ce8572\" tg-width=\"599\" tg-height=\"129\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba currently has a return on capital of 12.56%, which means that for every $100 it invests, it generates an additional $12.56 in operating income. As we can see from the chart above, the company's gross profit margin is 43.81%, which indicates that the company is getting a good return from the products it sells.</p><p><b>Technical Analysis of Alibaba Stock</b></p><p><img src=\"https://static.tigerbbs.com/e22a3cc6cd075bb6f3931fc5549c45ca\" tg-width=\"597\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/></p><p>As mentioned earlier, Alibaba's stock price has fallen sharply over the past two years (in 2022, Alibaba's stock price once fell by nearly 82%). Currently, Alibaba's stock price is below all its index moving averages on both daily and weekly charts, indicating that the stock is in a strong downtrend. We can see that a key resistance channel remains, which could be a potential turning point for the stock.</p><p>Breaking through this trend line could indicate that Alibaba's downward trend has ended. The $80-$81 support zone should provide good support. If this downturn continues, we should remember the important level of $73. If the stock price really gets really bad, it could fall back to the $57 low at the end of 2022.</p><p>For now, we think this is unlikely because the Chinese economy has reopened and the situation has improved. If Alibaba's stock price falls below this level, it will enter a complete free fall.</p><p>On the upside, Alibaba currently faces resistance at $107. This resistance level appeared at the top of 2016. Furthermore, the $120 resistance level (purple line) has been difficult to break through over the past year. It would be very optimistic to see the stock break through the red trendline resistance and further break through $120. In addition, the relative strength indicators on the daily chart are currently in oversold territory. The last time this happened was in October 2022, when the stock fell to a low of $57 to $58.</p><p><b>Which is more worthwhile to invest in, Amazon or Alibaba?</b></p><p>Having delved into these two companies and their fundamentals, let's now take a look at how they compare to their competitors.</p><p>The main competitors we will compare are:<a href=\"https://laohu8.com/S/JD\">JD.com</a>(J.D.),<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>(PDD),<a href=\"https://laohu8.com/S/MELI\">Free Market</a>(MELI) and Jumia (JMIA), the latter of which is known as an African e-commerce giant.</p><p>As can be seen from the table below, Alibaba ranks among the top in every indicator. It's just the worst compared to Pinduoduo on P/E.</p><p><img src=\"https://static.tigerbbs.com/97165a4fd0b519f349c4333a0de46f2e\" tg-width=\"591\" tg-height=\"208\" referrerpolicy=\"no-referrer\"/></p><p>Furthermore, we can see that when we compare Alibaba with Amazon, based on these metrics, Alibaba seems to be the better choice. If we look at Alibaba's indicators and the current economic situation, Alibaba should consider buying. We believe that the situation in China has improved compared to a few months ago. Although the geopolitical situation remains tense, this is not a major problem for now. If I had to choose between Alibaba and Amazon right now, Alibaba seems to be the better choice. Based on its current valuation, Alibaba should have greater growth potential, while Amazon's future growth rate should be lower.</p><p><b>conclusion</b></p><p>We believe Alibaba is currently better than Amazon.<a href=\"https://laohu8.com/S/300785\">Worth buying</a>Enter. Despite the risks involved in investing in Chinese concept stocks, we believe that Alibaba's current valuation discount is sufficiently large considering these risks. Amazon still has some work to do to prove it can maintain growth, otherwise they should start focusing more on profits than growth, as 20% year-over-year revenue growth may not be sustainable.</p><p>We believe Amazon is currently worth holding. But the company should prove to investors that such a valuation is well-deserved as a growth company. If this is not the case, investors should adjust their strategy.</p><p></body></html></p>","source":"lsy1586862168255","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\" />\n<title>An in-depth analysis of the investment value of Alibaba and Amazon against the backdrop of a weak global economy.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; 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\">\nAn in-depth analysis of the investment value of Alibaba and Amazon against the backdrop of a weak global economy.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">猛兽财经</strong><span class=\"h-time small\">2023-03-02 21:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In this article, Beast Finance will delve into...<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>and<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>These two are the world's most famous e-commerce giants.</p><p>Over the past year, the stock prices of both companies have faced pressure due to the slowdown in global economic growth following the pandemic. In addition, soaring inflation is also affecting consumer spending, which has a direct impact on the businesses of both Alibaba and Amazon.</p><p>In this article, we will conduct a comprehensive analysis of these two companies, focusing on their financial condition, risks and opportunities, as well as the outlook for the entire industry.</p><p><b>Global E-commerce and Its Development Direction</b></p><p>While Amazon and Alibaba's business scope is no longer limited to e-commerce (which remains their core business), e-commerce is expected to remain one of the fastest-growing industries over the next decade. E-commerce is also one of the 10 industries covered by Beast Finance's \"10 Industries That Could Generate Good Returns in the Next Decade\" series. As shown in the chart below, e-commerce and online retail are projected to grow by 15% to 20% over the next decade (2020-2030).</p><p><img src=\"https://static.tigerbbs.com/ab8526d9efc152938f52bde110651812\" tg-width=\"593\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/></p><p><b>The biggest difference between the two</b></p><p>While there are many similarities between Alibaba and Amazon, they also have some significant differences.</p><p>First, they operate in very different markets. Amazon is the largest e-commerce company in the United States, while Alibaba is the largest e-commerce company in China. Alibaba mainly targets the Chinese market, while Amazon mainly targets the US market. Amazon sells products directly to customers and also benefits from third-party sellers. At the same time, Alibaba relies almost entirely on third-party sellers.</p><p>In addition, both companies have been active in the cloud computing market over the past few years of rapid growth. For Amazon, cloud computing has always been a huge driver of its profit growth, while for Alibaba, the opposite is true. Compared to cloud computing, e-commerce is the most important driver of its revenue and profit growth. As shown in the chart below, 66% of Alibaba's revenue in the third quarter of 2022 came from e-commerce, while only 10% came from cloud computing.</p><p><img src=\"https://static.tigerbbs.com/4a3c87f7efa80211a03071c7b29c7302\" tg-width=\"596\" tg-height=\"258\" referrerpolicy=\"no-referrer\"/></p><p>At the same time, Amazon's revenue from its Amazon Web Services business has also grown significantly over the past few years. As shown in the chart below, Amazon generated $21.38 billion in revenue from AWS in the fourth quarter of 2022.</p><p><img src=\"https://static.tigerbbs.com/b936eb547871a8e75f11cf03464b3ac0\" tg-width=\"595\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/></p><p><b>Has Amazon stagnated?</b></p><p>Amazon's stock price has been rising throughout the pandemic, reaching a peak of nearly $189 after the stock split. Currently, Amazon's stock price has fallen by more than 50% from its all-time high in November 2021.</p><p>Unfortunately, the current market environment and corresponding macroeconomic headwinds may put further downward pressure on Amazon's stock price. In the event of an economic recession, both Amazon and Alibaba will suffer significant losses because per capita income growth will decline, so consumer spending will decrease, which in turn will affect Amazon and Alibaba's overall revenue.</p><p>So should we evaluate Amazon as a growth stock or a value stock? If we look at Amazon from a growth perspective, the company is still not cheap. Its gross profit margin is 13.16% (which has been growing year by year) and its operating profit margin is 2.38%, which suggests that the company should continue to grow in the coming years.</p><p><img src=\"https://static.tigerbbs.com/1ff0830f7876a8f924fd18e67a32a83e\" tg-width=\"597\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/></p><p>However, judging from revenue growth and gross profit growth, Amazon's future does not seem so bright. As we can see from the chart below, Amazon's revenue and gross profit have both declined significantly over the past few years. If it weren't for the pandemic, this trend might have started earlier in 2019. Therefore, we believe that Amazon is a growth company that is maturing and should not expect its future annual revenue growth rate to reach 20%.</p><p>That said, this doesn't necessarily mean Amazon will stop growing. If the company can continue to grow at a rate of 10%, it will provide further room for its stock price to rise. Furthermore, Amazon may be able to innovate further, enter new markets, and expand its growth. For example, artificial intelligence and<a href=\"https://laohu8.com/S/300024\">Robot</a>Process automation is an area that Amazon is focusing on and investing in.</p><p><img src=\"https://static.tigerbbs.com/3e2220e91ba1da54efbe959b12f0342f\" tg-width=\"593\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>Given these data, Amazon's valuation may be more like a value stock, and it is expected to grow moderately in the future. While we believe Amazon should be considered a value stock, we must be clear that Amazon still has a lot of potential for further innovation and may enter new markets.</p><p>Despite its current slowdown, it is growing rapidly in areas that could see significant growth in the future, such as cloud computing and e-commerce. However, if a recession occurs, its revenue and profits could decline further, and its stock price could face significant downward pressure.</p><p>Next, let's look at some other indicators that we consider important.</p><p><img src=\"https://static.tigerbbs.com/06e480ca6efe3b3287eab5344a845801\" tg-width=\"598\" tg-height=\"128\" referrerpolicy=\"no-referrer\"/></p><p>Currently, Amazon's five-year compound annual growth rate of revenue is 17.15%, indicating that Amazon has the ability to continue achieving revenue growth. Amazon's operating cash flow has been increasing for years, but in 2022, Amazon ran into trouble, as we can see in the table above.</p><p>Over the past two years, Amazon's revenue has declined by more than 50%, capital expenditures have been increasing, and its free cash flow yield is currently -1.76%. Essentially, this means that Amazon has not been able to generate enough cash to support its business over the past two years, but it is also possible that Amazon is investing heavily in its business or is already on the decline.</p><p>Furthermore, Amazon's current return on capital is 5.16%, which is not particularly strong. This indicates that for every $100 invested, the company generates $5.16 in additional operating income. As we can see from the chart above, Amazon's gross profit margin is 43.81%, indicating that the company has earned a good return on the products it sells.</p><p><b>Technical Analysis of Amazon Stock</b></p><p><img src=\"https://static.tigerbbs.com/46c11ce1fc3887eecef70911f51c9a5d\" tg-width=\"596\" tg-height=\"250\" referrerpolicy=\"no-referrer\"/></p><p>As mentioned earlier, Amazon's stock price has fallen significantly. In 2023, it fell by nearly 57% from its peak in November 2021. Currently, its stock price is below the moving averages of all indices on the daily and weekly charts, indicating that the stock is currently in a strong downtrend. If this downtrend continues, the support level of $80-81 should provide significant support. In addition, Amazon has a rising green<a href=\"https://laohu8.com/S/42T.SI\">trend line</a>Support: This is the upward trend line support for Amazon's stock price since it bottomed out in 2001. If neither of these support levels holds, there is another support level around $65. If Amazon's stock price breaks through this level, it may enter a state of complete free fall.</p><p>On its upward trajectory, Amazon also faces resistance at $101. This resistance level should have appeared at the top of 2018, after which the stock price fell 36% to the $65.35 support level shown on the chart. If Amazon's stock price can break through the resistance of the downward red trendline, it will be a bullish signal.</p><p><b>How big is Alibaba's valuation discount?</b></p><p>When examining Alibaba, it is important to ask yourself: \"How much should Alibaba's valuation be discounted?\" Given geopolitical risks, especially in the current environment where tensions between the West (the United States and Europe) are near historical highs, it is understandable that investors are demanding a discount on Alibaba's valuation.</p><p>Putting all risks aside, Alibaba appears to be in a favorable position for international expansion. Alibaba is profiting from the growing trends in online shopping in China and globally, particularly in Southeast Asia, the Middle East, and Latin America. Alibaba has seen growing demand and is well-positioned to capture a significant market share.</p><p>Alibaba has been investing heavily in research and development and in several industries that we expect to see significant growth in the coming years, as we analyzed in our series of articles on \"High-Growth Industries That Could Produce Good Returns in the Next Decade\". Alibaba has been investing in artificial intelligence, machine learning and the Internet of Things. Beast Finance expects these to be key drivers of Alibaba's growth in the coming years.</p><p>Similar to Amazon, Alibaba's stock price has also fallen sharply over the past two years (at one point it fell by nearly 82%). Currently, Alibaba's stock price has fallen 72% from its all-time high in October 2020. Investors can't help but ask, \"Is this decline reasonable?\" Back in 2020, everyone fell in love with Alibaba's stock, and even value investors regarded it as a must-invest.</p><p>Next, let's take a look at Alibaba's fundamentals and see if they have also worsened with the decline in its stock price over the past two years.</p><p>As can be seen from the chart above, Alibaba's current operating profit margin is 11.31%. Although this number has been declining over the past few years, it is significantly higher than Amazon's operating profit margin. In addition, the company's 5-year compound annual growth rate of operating revenue is 6.22%, which is also quite good. Although the gross profit margin has declined significantly over the years, the current gross profit margin of 36.85% is not bad at all.</p><p><img src=\"https://static.tigerbbs.com/d9685e189945a694fc9ce33a9f6a78be\" tg-width=\"594\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>When we look at Alibaba's revenue and gross profit growth (although future growth is still unclear because Alibaba's revenue and gross profit growth are somewhat unstable). Alibaba's revenue and gross profit experienced explosive growth in 2018, with revenue increasing by 73.56% year-on-year and gross profit increasing by 58.65%. A year later, this percentage dropped to 40.74% and 12.12%, respectively. Although Alibaba's growth is less stable than Amazon's, Beast Finance believes that Alibaba is more likely to maintain 20% revenue growth in the coming years. As mentioned earlier, the company is investing heavily in research and development and is trying to enter new markets and industries.</p><p>It should be emphasized again that if the economy recesses, Alibaba's revenue and gross profit growth may slow significantly, after all, Alibaba experienced this situation in 2022.</p><p>In addition, we should also look at some other indicators that we consider important.</p><p><img src=\"https://static.tigerbbs.com/302ab07ee1dc30f1f456674c78ce8572\" tg-width=\"599\" tg-height=\"129\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba currently has a return on capital of 12.56%, which means that for every $100 it invests, it generates an additional $12.56 in operating income. As we can see from the chart above, the company's gross profit margin is 43.81%, which indicates that the company is getting a good return from the products it sells.</p><p><b>Technical Analysis of Alibaba Stock</b></p><p><img src=\"https://static.tigerbbs.com/e22a3cc6cd075bb6f3931fc5549c45ca\" tg-width=\"597\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/></p><p>As mentioned earlier, Alibaba's stock price has fallen sharply over the past two years (in 2022, Alibaba's stock price once fell by nearly 82%). Currently, Alibaba's stock price is below all its index moving averages on both daily and weekly charts, indicating that the stock is in a strong downtrend. We can see that a key resistance channel remains, which could be a potential turning point for the stock.</p><p>Breaking through this trend line could indicate that Alibaba's downward trend has ended. The $80-$81 support zone should provide good support. If this downturn continues, we should remember the important level of $73. If the stock price really gets really bad, it could fall back to the $57 low at the end of 2022.</p><p>For now, we think this is unlikely because the Chinese economy has reopened and the situation has improved. If Alibaba's stock price falls below this level, it will enter a complete free fall.</p><p>On the upside, Alibaba currently faces resistance at $107. This resistance level appeared at the top of 2016. Furthermore, the $120 resistance level (purple line) has been difficult to break through over the past year. It would be very optimistic to see the stock break through the red trendline resistance and further break through $120. In addition, the relative strength indicators on the daily chart are currently in oversold territory. The last time this happened was in October 2022, when the stock fell to a low of $57 to $58.</p><p><b>Which is more worthwhile to invest in, Amazon or Alibaba?</b></p><p>Having delved into these two companies and their fundamentals, let's now take a look at how they compare to their competitors.</p><p>The main competitors we will compare are:<a href=\"https://laohu8.com/S/JD\">JD.com</a>(J.D.),<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>(PDD),<a href=\"https://laohu8.com/S/MELI\">Free Market</a>(MELI) and Jumia (JMIA), the latter of which is known as an African e-commerce giant.</p><p>As can be seen from the table below, Alibaba ranks among the top in every indicator. It's just the worst compared to Pinduoduo on P/E.</p><p><img src=\"https://static.tigerbbs.com/97165a4fd0b519f349c4333a0de46f2e\" tg-width=\"591\" tg-height=\"208\" referrerpolicy=\"no-referrer\"/></p><p>Furthermore, we can see that when we compare Alibaba with Amazon, based on these metrics, Alibaba seems to be the better choice. If we look at Alibaba's indicators and the current economic situation, Alibaba should consider buying. We believe that the situation in China has improved compared to a few months ago. Although the geopolitical situation remains tense, this is not a major problem for now. If I had to choose between Alibaba and Amazon right now, Alibaba seems to be the better choice. Based on its current valuation, Alibaba should have greater growth potential, while Amazon's future growth rate should be lower.</p><p><b>conclusion</b></p><p>We believe Alibaba is currently better than Amazon.<a href=\"https://laohu8.com/S/300785\">Worth buying</a>Enter. Despite the risks involved in investing in Chinese concept stocks, we believe that Alibaba's current valuation discount is sufficiently large considering these risks. Amazon still has some work to do to prove it can maintain growth, otherwise they should start focusing more on profits than growth, as 20% year-over-year revenue growth may not be sustainable.</p><p>We believe Amazon is currently worth holding. But the company should prove to investors that such a valuation is well-deserved as a growth company. If this is not the case, investors should adjust their strategy.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s?__biz=Mzg3NTE4MTU3MQ==&mid=2247506435&idx=2&sn=cc676a5e286ba9c7e49e7366fac43a59&chksm=cec7f96ff9b07079e011257b697568c2991893235ab293c5667e7b23731c965f0287efb05214#rd\">猛兽财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4505":"高瓴资本持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1515016050.SGD":"Blackrock Emerging Markets Equity 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ACC","BK4502":"阿里概念","09988":"阿里巴巴-W"},"source_url":"https://mp.weixin.qq.com/s?__biz=Mzg3NTE4MTU3MQ==&mid=2247506435&idx=2&sn=cc676a5e286ba9c7e49e7366fac43a59&chksm=cec7f96ff9b07079e011257b697568c2991893235ab293c5667e7b23731c965f0287efb05214#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111812941","content_text":"在这本文中，猛兽财经将深入研究亚马逊和阿里巴巴这两家世界上最著名的电商巨头。过去一年，由于疫情后全球经济增长放缓，这两家公司的股价都面临压力。此外，飙升的通货膨胀也正在影响消费者支出，这对阿里巴巴和亚马逊的业务也都造成了直接的影响。在本文中，我们将着眼于这两家公司的财务状况、风险和机遇，以及对整个行业的展望来对这两家公司进行全面的分析。全球电子商务及其发展方向虽然亚马逊和阿里巴巴的业务范围早已不局限在电子商务业务领域了（仍然是它们最核心的业务)，但电子商务预计仍将是未来十年增长最快的行业之一。电子商务也是猛兽财经在“未来十年可能产生良好回报的10个行业”系列中所涵盖的10个行业之一。如下图所示，电子商务和在线零售预计将在未来十年(2020-2030年期间)增长15%至20%。两者最大的不同虽然阿里巴巴和亚马逊之间有很多相似之处，但它们也有一些显著差异。首先，它们所处的市场非常不同，亚马逊是美国最大的电商公司，阿里巴巴是中国最大电商公司，阿里巴巴主要面向中国市场，而亚马逊主要面向美国市场。亚马逊直接向客户销售商品，也从第三方卖家那里获益。与此同时，阿里巴巴几乎完全依赖第三方卖家。此外，这两家公司在过去快速发展的几年里一直活跃在云计算市场。对于亚马逊来说，云计算业务一直是其利润增长的巨大驱动力，而阿里巴巴则正好相反，与云计算业务相比，电子商务业务才是推动其收入和利润增长的最重要驱动力。从下图就可以看出，阿里巴巴2022年第三季度66%的收入来自电子商务业务，只有10%来自云计算业务。与此同时，亚马逊来自亚马逊网络服务业务的收入在过去几年里也在大幅增长。从下图可以看出，亚马逊在2022年第四季度从AWS获得了213.8亿美元的收入。亚马逊已经增长不动了吗？在疫情期间，亚马逊的股价一直在上涨，经拆股调整后其股价最高时一度接近189美元。目前，亚马逊的股价已经较2021年11月份的历史高点下跌了50%以上。不幸的是，当前的市场环境和相应的宏观经济逆风可能会给亚马逊的股价带来进一步的下行压力。如果经济衰退，亚马逊和阿里巴巴都将遭受重大损失，因为人均收入增长将下降，所以消费者的支出就会减少，进而影响亚马逊和阿里巴巴的整体收入。那么我们应该把亚马逊当做成长型股票还是价值型股票来评估呢?如果我们从增长的角度来看待亚马逊，该公司仍然不便宜，其毛利率为13.16%（毛利率一直在逐年增长），营业利润率为2.38%，这说明该公司在未来几年应该还能继续增长。但如果从营收增长和毛利润增长来看，亚马逊的未来似乎不会那么光明。从下图我们可以看到，在过去的几年里，亚马逊的收入和毛利润都在大幅下降。如果没有疫情大流行，这一趋势可能会在2019年提前开始。所以我们认为亚马逊是一家正在走向成熟的成长型公司，并且不应该期望它未来的营收年增长率能达到20%。话虽如此，但这并不一定意味着亚马逊将不再增长。如果该公司能够继续以10%的速度增长，那么这将为其股价提供进一步的上涨空间。此外，亚马逊可能会够进一步创新，进入新的市场并扩大增长。例如，人工智能和机器人流程自动化就是就亚马逊正在关注和投资的领域。鉴于这些数据，亚马逊的估值可能更像一只价值型股票，未来也将温和的增长。尽管我们认为亚马逊应该被视为价值股，但我们必须清楚，亚马逊还是有很多可以进一步创新的可能性的，并可能进入新的市场。尽管它目前的增长放缓，但它在未来可能出现大幅增长的领域却增长很快，例如云计算和电子商务等，但如果出现衰退，其收入和利润可能会进一步下降，股价也可能会面临巨大的下行压力。接下来让我们看一些我们认为比较重要的其他指标。目前，亚马逊的5年营收复合年均增长率为17.15%，这表明亚马逊是有能力继续实现营收增长的。多年来，亚马逊的的经营性现金流也一直在增加，但在2022年，亚马逊陷入了困境，正如我们在上表中看到的那样。在过去两年中，亚马逊的营收下降幅度已经超过了50%，资本支出也一直在增加，自由现金流收益率目前为-1.76%。从本质上讲，这意味着亚马逊在过去两年内无法产生足够的现金来支持其业务，但也有可能亚马逊正在大量投资于其业务，或者已经在走下坡路了。此外，亚马逊目前的资本回报率为5.16%，并不算强劲。这表明，该公司每投资100美元，就会产生5.16美元的额外营业收入。从前面的图表中我们可以看出，亚马逊的毛利率为43.81%，这表明该公司已经从其销售的产品中获得了不错的回报。对亚马逊股票进行技术分析如前所述，亚马逊的股价出现了明显的下跌。在2023年一度较2021年11月的高点下跌了近57%。目前，其股价低于日线图和周线图上的所有指数移动平均值，这表明该股目前处于强劲的下行趋势中，如果这种下行趋势继续下去，80- 81美元的支撑位应该会提供重大支撑。此外，亚马逊有上升的绿色趋势线支撑，这是亚马逊股价自2001年触底以来的上升趋势线支撑。如果这两个支撑位都没有保持住，还有另一个65美元左右的支撑位，如果亚马逊的股价突破这一水平，那么它可能会进入一个完全自由落体的状态。在上行路上，亚马逊也有101美元的阻力位。这一阻力位应该出现在2018年的顶部，之后股价就下跌了36%，跌至图表所示的65.35美元支撑位。如果亚马逊股价能够突破下降的红色趋势线阻力，这将是一个看涨信号。阿里巴巴的估值折扣有多大？在审视阿里巴巴时，重要的是要问自己:“阿里巴巴的估值折扣应该有多大?”由于地缘政治风险，特别是在当前西方(美国和欧洲)之间的紧张关系接近历史高点的环境下，投资者要求阿里巴巴的估值有折扣是可以理解的。抛开所有风险不谈，阿里巴巴在国际扩张方面似乎处于有利地位。阿里巴巴正在从中国和全球网购的增长趋势中获利，特别是在东南亚、中东和拉丁美洲市场，阿里巴巴看到了不断增长的需求，并处于有利地位，可以占领相当大的市场份额。阿里巴巴一直在大力投资研发，并投资于我们预计未来几年将大幅增长的多个行业，正如我们在“未来十年可能产生良好回报的高增长行业”系列文章中所分析的那样。阿里巴巴一直在投资人工智能、机器学习和物联网。猛兽财经预计这些将成为阿里巴巴未来几年增长的关键驱动力。与亚马逊类似，阿里巴巴的股价在过去两年里也出现了大幅下跌（一度下跌了近82%）。目前，阿里巴巴的股价已经较2020年10月的历史高点下跌了72%。投资者不禁要问:“这种下跌是合理的吗?”早在2020年，所有人都爱上了阿里巴巴的股票，就连价值投资者也把这只股票当成了必备品来投资。接下来让我们来看看阿里巴巴的基本面，看看它的基本面在过去两年里是否也会随着股价的下跌而变差。从上图可以看出，目前阿里巴巴的营业利润率为11.31%。虽然这一数字在过去几年一直在下降，但明显高于亚马逊的营业利润率。此外，该公司5年的营业收入复合年增长率为6.22%，也相当不错。虽然毛利率多年来已经大幅下降，但目前36.85%的毛利率一点也不差。当我们看阿里巴巴的营收和毛利润增长情况时（虽然目前还不太清楚未来的增长情况，因为阿里巴巴的营收增长和毛利增长有些不稳定）。阿里巴巴的营收和毛利润在2018年经历了爆发式增长，收入同比增长了73.56%，毛利润了增长58.65%。一年后，这一比例又分别下降到了40.74%和12.12%。虽然与亚马逊相比，阿里巴巴的增长不那么稳定，但猛兽财经认为，在未来几年，阿里巴巴更有可能保持20%的收入增长。如前所述，该公司正在大力投资研发，并试图进入新市场和新行业。需要再次强调的是，如果经济衰退，阿里巴巴的收入和毛利润增长可能会大幅放缓，毕竟阿里巴巴在2022年曾出现过这总情况。此外，我们还应该看一些我们认为重要的其他指标。阿里巴巴目前的资本回报率为12.56%，这表明它每投资100美元，就会产生12.56美元的额外营业收入。从前面的图表中我们可以看出，该公司的毛利率为43.81%，这表明该公司从其销售的产品中获得了不错的回报。对阿里巴巴股票进行技术分析如前所述，阿里巴巴的股价在过去两年里出现了大幅下跌（在2022年，阿里巴巴的股价曾一度下跌了近82%）。目前，在日线图和周线图上，阿里巴巴的股价都低于其所有的指数移动平均值，这表明该股票处于强劲的下行趋势中，我们可以看到，有一个关键的阻力通道仍然存在，这可能是该股的一个潜在转折点。如果突破这一趋势线可能表明阿里巴巴的下降趋势已经结束。80 - 81美元支撑区应该会提供不错的支撑。如果这种低迷继续下去，我们应该记住73美元这一重要的关口。如果股价真的变得非常糟糕，那么它可能会重新跌到2022年底的57美元低点。就目前而言，我们认为这不太可能，因为中国经济已经重新开放，情况有所改善。如果阿里巴巴股价跌破这一水平，那它将完全进入自由落体状态。上行方面，阿里巴巴目前有107美元的阻力位。该阻力位出现在2016年顶部。此外，120美元的阻力位(紫色线)在过去一年中很难突破。如果看到该股突破红色趋势线阻力，并进一步突破120美元，那将是非常乐观的。此外，日线图上的相对强弱指标目前处于超卖区域，上一次出现这种情况是在2022年10月，当时该股跌至57美元至58美元的低点。亚马逊和阿里巴巴谁更值得投资？在我们深入了解了这两家公司及其基本面后，现在我们再来看看它们与竞争对手的对比。我们将对比的主要竞争对手有:京东(JD)、拼多多(PDD)、MercadoLibre (MELI)和Jumia (JMIA)，后者被称为非洲电商巨头。从下表中可以看出，阿里巴巴在每个指标上都名列前茅。只是在市盈率上与拼多多相比最差。此外，我们可以看到，当我们将阿里巴巴与亚马逊进行比较时，基于这些指标，阿里巴巴似乎是更好的选择。如果我们看看阿里巴巴的指标和当前的经济情况，阿里巴巴应该考虑买入。我们认为，与几个月前相比，中国的情况已经有所改善。尽管地缘政治局势依然紧张，但就目前而言，这并不是一个大问题。如果现在必须在阿里巴巴和亚马逊之间做出选择，阿里巴巴似乎是更好的选择。以目前的估值，阿里巴巴应该有更大的增长空间，而亚马逊未来的增长率应该会更低。结论我们认为阿里巴巴目前比亚马逊更值得买入。尽管投资中概股存在风险，但我们认为，考虑到这些风险，目前阿里巴巴的估值折扣已经足够大了。亚马逊还有一些工作要做，以证明它可以保持增长，否则他们应该开始更多地关注利润而不是增长，因为20%的同比收入增长可能是不可持续的。而我们认为亚马逊目前也值得被持有。但该公司应该向投资者证明，作为一家成长型公司，这样的估值是实至名归的。如果情况并非如此，投资者应该调整策略。","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":4609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957816021,"gmtCreate":1677154187663,"gmtModify":1677154190756,"author":{"id":"3572416964494629","authorId":"3572416964494629","name":"KzvinYBC","avatar":"https://static.tigerbbs.com/83a03eeaaf67bcfe75ac78e83930b587","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572416964494629","idStr":"3572416964494629"},"themes":[],"title":"","htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957816021","repostId":"1170522157","repostType":4,"repost":{"id":"1170522157","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1677152225,"share":"https://ttm.financial/m/news/1170522157?lang=en_US&edition=fundamental","pubTime":"2023-02-23 19:37","market":"hk","language":"zh","title":"Alibaba's third-quarter revenue exceeded expectations, with adjusted net profit increasing by 12% year-on-year.","url":"https://stock-news.laohu8.com/highlight/detail?id=1170522157","media":"老虎资讯综合","summary":"2月23日，阿里巴巴第三财季度营收2,477.6亿元人民币，预估2,458.7亿元人民币，去年同期2425.8亿元。经调整净利润499.32亿元人民币，同比增长12%；调整后每ADS收益19.26元人","content":"<p><html><head></head><body>On February 23, Alibaba's revenue for the third fiscal quarter was RMB 247.76 billion, compared to an estimated RMB 245.87 billion and RMB 242.58 billion in the same period last year.</p><p><ul><li>Adjusted net profit was RMB 49.932 billion, a year-on-year increase of 12%;</p><p></li><li>Adjusted earnings per ADS were RMB 19.26, representing a year-on-year increase of 14%;</p><p></li><li>Free cash flow was 81.514 billion yuan, a year-on-year increase of 15%.</p><p></li></ul><img src=\"https://static.tigerbbs.com/fb2201791b88f8c48bce788806f353c4\" tg-width=\"1047\" tg-height=\"737\" referrerpolicy=\"no-referrer\"/></p><p>Among them, revenue from the PRC commercial segment was RMB169.99 billion, compared to an estimated RMB166.26 billion; International business segment revenue was RMB 19.47 billion, compared to an estimated RMB 17.64 billion; Revenue from the local life services segment was RMB13.16 billion, compared to an estimated RMB13.37 billion.</p><p>Cainiao's revenue was RMB 16.55 billion, compared to an estimated RMB 15.3 billion; Digital media and entertainment revenue was RMB 7.59 billion, down 6.5% year-on-year, compared to an estimated RMB 8.2 billion; Innovative business and other revenue was RMB 823 million, down 20% year-on-year, compared to an estimated RMB 578.7 million.</p><p><b><b>This quarter,</b></b><b>Alibaba also announced a new share buyback program.</b>During the quarter ended December 31, 2022, 45.4 million American Depositary Shares (equivalent to 363.3 million ordinary shares) were repurchased for approximately US$3.3 billion under the Company's share repurchase program. As of December 31, 2022, Alibaba had approximately 20.7 billion ordinary shares outstanding (equivalent to 2.6 billion American Depositary Shares), and under its current authorization, Alibaba had a repurchase quota of approximately US$21.3 billion, valid until March 2025.<img src=\"https://static.tigerbbs.com/563cd1b80bc33efc6403cf2cf0b27080\" tg-width=\"1025\" tg-height=\"213\" referrerpolicy=\"no-referrer\"/>Alibaba shares rose more than 7% in pre-market trading after the earnings report was released.</p><p><img src=\"https://static.tigerbbs.com/f9432426158f9ac3eae388c0e2c3791c\" tg-width=\"806\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","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\" />\n<title>Alibaba's third-quarter revenue exceeded expectations, with adjusted net profit increasing by 12% year-on-year.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; 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's third-quarter revenue exceeded expectations, with adjusted net profit increasing by 12% year-on-year.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-02-23 19:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On February 23, Alibaba's revenue for the third fiscal quarter was RMB 247.76 billion, compared to an estimated RMB 245.87 billion and RMB 242.58 billion in the same period last year.</p><p><ul><li>Adjusted net profit was RMB 49.932 billion, a year-on-year increase of 12%;</p><p></li><li>Adjusted earnings per ADS were RMB 19.26, representing a year-on-year increase of 14%;</p><p></li><li>Free cash flow was 81.514 billion yuan, a year-on-year increase of 15%.</p><p></li></ul><img src=\"https://static.tigerbbs.com/fb2201791b88f8c48bce788806f353c4\" tg-width=\"1047\" tg-height=\"737\" referrerpolicy=\"no-referrer\"/></p><p>Among them, revenue from the PRC commercial segment was RMB169.99 billion, compared to an estimated RMB166.26 billion; International business segment revenue was RMB 19.47 billion, compared to an estimated RMB 17.64 billion; Revenue from the local life services segment was RMB13.16 billion, compared to an estimated RMB13.37 billion.</p><p>Cainiao's revenue was RMB 16.55 billion, compared to an estimated RMB 15.3 billion; Digital media and entertainment revenue was RMB 7.59 billion, down 6.5% year-on-year, compared to an estimated RMB 8.2 billion; Innovative business and other revenue was RMB 823 million, down 20% year-on-year, compared to an estimated RMB 578.7 million.</p><p><b><b>This quarter,</b></b><b>Alibaba also announced a new share buyback program.</b>During the quarter ended December 31, 2022, 45.4 million American Depositary Shares (equivalent to 363.3 million ordinary shares) were repurchased for approximately US$3.3 billion under the Company's share repurchase program. As of December 31, 2022, Alibaba had approximately 20.7 billion ordinary shares outstanding (equivalent to 2.6 billion American Depositary Shares), and under its current authorization, Alibaba had a repurchase quota of approximately US$21.3 billion, valid until March 2025.<img src=\"https://static.tigerbbs.com/563cd1b80bc33efc6403cf2cf0b27080\" tg-width=\"1025\" tg-height=\"213\" referrerpolicy=\"no-referrer\"/>Alibaba shares rose more than 7% in pre-market trading after the earnings report was released.</p><p><img src=\"https://static.tigerbbs.com/f9432426158f9ac3eae388c0e2c3791c\" tg-width=\"806\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170522157","content_text":"2月23日，阿里巴巴第三财季度营收2,477.6亿元人民币，预估2,458.7亿元人民币，去年同期2425.8亿元。经调整净利润499.32亿元人民币，同比增长12%；调整后每ADS收益19.26元人民币，同比增长14%；自由现金流为815.14亿元，同比增长15%其中，中国商业分部收入1,699.9亿元人民币，预估1,662.6亿元人民币；国际商业分部收入194.7亿元人民币，预估176.4亿元人民币；本地生活服务分部收入131.6亿元人民币，预估133.7亿元人民币。菜鸟收入165.5亿元人民币，预估153亿元人民币；数字媒体及娱乐收入75.9亿元人民币，同比-6.5%，预估82亿元人民币；创新业务及其他收入8.23亿元人民币，同比-20%，预估5.787亿元人民币。本季度，阿里巴巴同时宣布新的股票回购计划。于2022年12月31日止季度，根据本公司的股份回购计划，以约 33 亿美元回购了 45.4 百万股美国存託股（相等于 363.3 百万股普通股）。截至2022年12月31日，流通的普通股为约207 亿股（相等于 26 亿股美国存托股），并在目前授权下，阿里有约 213 亿美元回购额度，有效期至2025年3月。财报发布后，阿里巴巴盘前涨超7%。","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":4328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957818729,"gmtCreate":1677154175362,"gmtModify":1677154180584,"author":{"id":"3572416964494629","authorId":"3572416964494629","name":"KzvinYBC","avatar":"https://static.tigerbbs.com/83a03eeaaf67bcfe75ac78e83930b587","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572416964494629","idStr":"3572416964494629"},"themes":[],"title":"","htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957818729","repostId":"1191856837","repostType":4,"repost":{"id":"1191856837","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1677153689,"share":"https://ttm.financial/m/news/1191856837?lang=en_US&edition=fundamental","pubTime":"2023-02-23 20:01","market":"us","language":"zh","title":"Moderna's Q4 2022 revenue was $5.084 billion, exceeding expectations.","url":"https://stock-news.laohu8.com/highlight/detail?id=1191856837","media":"老虎资讯综合","summary":"Q4 净利润（亿美元）：14.65，预期：19.97，前值：48.68。","content":"<p><html><head></head><body>Moderna's Q4 2022 revenue (US$100 million):<b>50.84，</b>Expected: 50.17, previous value: 72.1.</p><p>Q4 Net Profit (US$100 million):<b>14.65，</b>Expected: 19.97, previous value: 48.68.</p><p>Q4 EPS:<b>$3.61，</b>Expected: $4.78, previous value: $11.29.</p><p>As of press time, Moderna's pre-market gains exceeded 2%.</p><p><img src=\"https://static.tigerbbs.com/de7a71db5bcbc637e199b07dee103484\" tg-width=\"449\" tg-height=\"425\" width=\"100%\" height=\"auto\"/></p><p></body></html></p>","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\" />\n<title>Moderna's Q4 2022 revenue was $5.084 billion, exceeding expectations.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; 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\">\nModerna's Q4 2022 revenue was $5.084 billion, exceeding expectations.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-02-23 20:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Moderna's Q4 2022 revenue (US$100 million):<b>50.84，</b>Expected: 50.17, previous value: 72.1.</p><p>Q4 Net Profit (US$100 million):<b>14.65，</b>Expected: 19.97, previous value: 48.68.</p><p>Q4 EPS:<b>$3.61，</b>Expected: $4.78, previous value: $11.29.</p><p>As of press time, Moderna's pre-market gains exceeded 2%.</p><p><img src=\"https://static.tigerbbs.com/de7a71db5bcbc637e199b07dee103484\" tg-width=\"449\" tg-height=\"425\" width=\"100%\" height=\"auto\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e56d6c230592f912cc1c834fe5197c4e","relate_stocks":{"MRNA":"Moderna, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191856837","content_text":"Moderna 2022年Q4 营收（亿美元）：50.84，预期：50.17，前值：72.1。Q4 净利润（亿美元）：14.65，预期：19.97，前值：48.68。Q4 EPS：$3.61，预期：$4.78，前值：$11.29。截至发稿，Moderna盘前涨幅超2%。","news_type":1,"symbols_score_info":{"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":4374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957053350,"gmtCreate":1676812402671,"gmtModify":1676812407427,"author":{"id":"3572416964494629","authorId":"3572416964494629","name":"KzvinYBC","avatar":"https://static.tigerbbs.com/83a03eeaaf67bcfe75ac78e83930b587","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572416964494629","idStr":"3572416964494629"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/532.SI\">$鈞富集团有限公司(532.SI)$&nbsp;</a>[呆住]&nbsp;","listText":"<a href=\"https://ttm.financial/S/532.SI\">$鈞富集团有限公司(532.SI)$&nbsp;</a>[呆住]&nbsp;","text":"$鈞富集团有限公司(532.SI)$ [呆住]","images":[{"img":"https://community-static.tradeup.com/news/8a2a57e4459e4ea8668029dd594f39d7","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957053350","isVote":1,"tweetType":1,"viewCount":4027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9955415011,"gmtCreate":1675667062934,"gmtModify":1676539941050,"author":{"id":"3572416964494629","authorId":"3572416964494629","name":"KzvinYBC","avatar":"https://static.tigerbbs.com/83a03eeaaf67bcfe75ac78e83930b587","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572416964494629","idStr":"3572416964494629"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/532.SI\">$鈞富集团有限公司(532.SI)$&nbsp;</a>[呆住]&nbsp;","listText":"<a href=\"https://ttm.financial/S/532.SI\">$鈞富集团有限公司(532.SI)$&nbsp;</a>[呆住]&nbsp;","text":"$鈞富集团有限公司(532.SI)$ [呆住]","images":[{"img":"https://community-static.tradeup.com/news/8a2a57e4459e4ea8668029dd594f39d7","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955415011","isVote":1,"tweetType":1,"viewCount":3240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9955134806,"gmtCreate":1675263329106,"gmtModify":1676538988405,"author":{"id":"3572416964494629","authorId":"3572416964494629","name":"KzvinYBC","avatar":"https://static.tigerbbs.com/83a03eeaaf67bcfe75ac78e83930b587","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572416964494629","idStr":"3572416964494629"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/532.SI\">$鈞富集团有限公司(532.SI)$&nbsp;</a>[呆住]&nbsp;","listText":"<a 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[呆住]","images":[{"img":"https://community-static.tradeup.com/news/8a2a57e4459e4ea8668029dd594f39d7","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957053350","isVote":1,"tweetType":1,"viewCount":4027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9952176310,"gmtCreate":1674571208330,"gmtModify":1676538947059,"author":{"id":"3572416964494629","authorId":"3572416964494629","name":"KzvinYBC","avatar":"https://static.tigerbbs.com/83a03eeaaf67bcfe75ac78e83930b587","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572416964494629","idStr":"3572416964494629"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/00700\">$腾讯控股(00700)$&nbsp;</a><v-v data-views=\"0\"></v-v> [呆住]&nbsp;","listText":"<a href=\"https://ttm.financial/S/00700\">$腾讯控股(00700)$&nbsp;</a><v-v data-views=\"0\"></v-v> [呆住]&nbsp;","text":"$腾讯控股(00700)$ [呆住]","images":[{"img":"https://community-static.tradeup.com/news/32cb871ab837e4a2f85862e139f3f38a","width":"1125","height":"2280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952176310","isVote":1,"tweetType":1,"viewCount":1445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9940153221,"gmtCreate":1677765867864,"gmtModify":1677765870584,"author":{"id":"3572416964494629","authorId":"3572416964494629","name":"KzvinYBC","avatar":"https://static.tigerbbs.com/83a03eeaaf67bcfe75ac78e83930b587","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572416964494629","idStr":"3572416964494629"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/00700\">$腾讯控股(00700)$&nbsp;</a><v-v data-views=\"0\"></v-v>[呆住]&nbsp;","listText":"<a href=\"https://ttm.financial/S/00700\">$腾讯控股(00700)$&nbsp;</a><v-v data-views=\"0\"></v-v>[呆住]&nbsp;","text":"$腾讯控股(00700)$ [呆住]","images":[{"img":"https://community-static.tradeup.com/news/74e312d0fba11cd2f497083c8057c572","width":"1125","height":"1725"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940153221","isVote":1,"tweetType":1,"viewCount":4306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9940153941,"gmtCreate":1677765685883,"gmtModify":1677765690770,"author":{"id":"3572416964494629","authorId":"3572416964494629","name":"KzvinYBC","avatar":"https://static.tigerbbs.com/83a03eeaaf67bcfe75ac78e83930b587","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572416964494629","idStr":"3572416964494629"},"themes":[],"title":"","htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940153941","repostId":"1111812941","repostType":4,"repost":{"id":"1111812941","kind":"news","pubTimestamp":1677765025,"share":"https://ttm.financial/m/news/1111812941?lang=en_US&edition=fundamental","pubTime":"2023-03-02 21:50","market":"us","language":"zh","title":"An in-depth analysis of the investment value of Alibaba and Amazon against the backdrop of a weak global economy.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111812941","media":"猛兽财经","summary":"在这本文中，猛兽财经将深入研究亚马逊和阿里巴巴这两家世界上最著名的电商巨头。过去一年，由于疫情后全球经济增长放缓，这两家公司的股价都面临压力。此外，飙升的通货膨胀也正在影响消费者支出，这对阿里巴巴和亚","content":"<p><html><head></head><body>In this article, Beast Finance will delve into...<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>and<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>These two are the world's most famous e-commerce giants.</p><p>Over the past year, the stock prices of both companies have faced pressure due to the slowdown in global economic growth following the pandemic. In addition, soaring inflation is also affecting consumer spending, which has a direct impact on the businesses of both Alibaba and Amazon.</p><p>In this article, we will conduct a comprehensive analysis of these two companies, focusing on their financial condition, risks and opportunities, as well as the outlook for the entire industry.</p><p><b>Global E-commerce and Its Development Direction</b></p><p>While Amazon and Alibaba's business scope is no longer limited to e-commerce (which remains their core business), e-commerce is expected to remain one of the fastest-growing industries over the next decade. E-commerce is also one of the 10 industries covered by Beast Finance's \"10 Industries That Could Generate Good Returns in the Next Decade\" series. As shown in the chart below, e-commerce and online retail are projected to grow by 15% to 20% over the next decade (2020-2030).</p><p><img src=\"https://static.tigerbbs.com/ab8526d9efc152938f52bde110651812\" tg-width=\"593\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/></p><p><b>The biggest difference between the two</b></p><p>While there are many similarities between Alibaba and Amazon, they also have some significant differences.</p><p>First, they operate in very different markets. Amazon is the largest e-commerce company in the United States, while Alibaba is the largest e-commerce company in China. Alibaba mainly targets the Chinese market, while Amazon mainly targets the US market. Amazon sells products directly to customers and also benefits from third-party sellers. At the same time, Alibaba relies almost entirely on third-party sellers.</p><p>In addition, both companies have been active in the cloud computing market over the past few years of rapid growth. For Amazon, cloud computing has always been a huge driver of its profit growth, while for Alibaba, the opposite is true. Compared to cloud computing, e-commerce is the most important driver of its revenue and profit growth. As shown in the chart below, 66% of Alibaba's revenue in the third quarter of 2022 came from e-commerce, while only 10% came from cloud computing.</p><p><img src=\"https://static.tigerbbs.com/4a3c87f7efa80211a03071c7b29c7302\" tg-width=\"596\" tg-height=\"258\" referrerpolicy=\"no-referrer\"/></p><p>At the same time, Amazon's revenue from its Amazon Web Services business has also grown significantly over the past few years. As shown in the chart below, Amazon generated $21.38 billion in revenue from AWS in the fourth quarter of 2022.</p><p><img src=\"https://static.tigerbbs.com/b936eb547871a8e75f11cf03464b3ac0\" tg-width=\"595\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/></p><p><b>Has Amazon stagnated?</b></p><p>Amazon's stock price has been rising throughout the pandemic, reaching a peak of nearly $189 after the stock split. Currently, Amazon's stock price has fallen by more than 50% from its all-time high in November 2021.</p><p>Unfortunately, the current market environment and corresponding macroeconomic headwinds may put further downward pressure on Amazon's stock price. In the event of an economic recession, both Amazon and Alibaba will suffer significant losses because per capita income growth will decline, so consumer spending will decrease, which in turn will affect Amazon and Alibaba's overall revenue.</p><p>So should we evaluate Amazon as a growth stock or a value stock? If we look at Amazon from a growth perspective, the company is still not cheap. Its gross profit margin is 13.16% (which has been growing year by year) and its operating profit margin is 2.38%, which suggests that the company should continue to grow in the coming years.</p><p><img src=\"https://static.tigerbbs.com/1ff0830f7876a8f924fd18e67a32a83e\" tg-width=\"597\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/></p><p>However, judging from revenue growth and gross profit growth, Amazon's future does not seem so bright. As we can see from the chart below, Amazon's revenue and gross profit have both declined significantly over the past few years. If it weren't for the pandemic, this trend might have started earlier in 2019. Therefore, we believe that Amazon is a growth company that is maturing and should not expect its future annual revenue growth rate to reach 20%.</p><p>That said, this doesn't necessarily mean Amazon will stop growing. If the company can continue to grow at a rate of 10%, it will provide further room for its stock price to rise. Furthermore, Amazon may be able to innovate further, enter new markets, and expand its growth. For example, artificial intelligence and<a href=\"https://laohu8.com/S/300024\">Robot</a>Process automation is an area that Amazon is focusing on and investing in.</p><p><img src=\"https://static.tigerbbs.com/3e2220e91ba1da54efbe959b12f0342f\" tg-width=\"593\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>Given these data, Amazon's valuation may be more like a value stock, and it is expected to grow moderately in the future. While we believe Amazon should be considered a value stock, we must be clear that Amazon still has a lot of potential for further innovation and may enter new markets.</p><p>Despite its current slowdown, it is growing rapidly in areas that could see significant growth in the future, such as cloud computing and e-commerce. However, if a recession occurs, its revenue and profits could decline further, and its stock price could face significant downward pressure.</p><p>Next, let's look at some other indicators that we consider important.</p><p><img src=\"https://static.tigerbbs.com/06e480ca6efe3b3287eab5344a845801\" tg-width=\"598\" tg-height=\"128\" referrerpolicy=\"no-referrer\"/></p><p>Currently, Amazon's five-year compound annual growth rate of revenue is 17.15%, indicating that Amazon has the ability to continue achieving revenue growth. Amazon's operating cash flow has been increasing for years, but in 2022, Amazon ran into trouble, as we can see in the table above.</p><p>Over the past two years, Amazon's revenue has declined by more than 50%, capital expenditures have been increasing, and its free cash flow yield is currently -1.76%. Essentially, this means that Amazon has not been able to generate enough cash to support its business over the past two years, but it is also possible that Amazon is investing heavily in its business or is already on the decline.</p><p>Furthermore, Amazon's current return on capital is 5.16%, which is not particularly strong. This indicates that for every $100 invested, the company generates $5.16 in additional operating income. As we can see from the chart above, Amazon's gross profit margin is 43.81%, indicating that the company has earned a good return on the products it sells.</p><p><b>Technical Analysis of Amazon Stock</b></p><p><img src=\"https://static.tigerbbs.com/46c11ce1fc3887eecef70911f51c9a5d\" tg-width=\"596\" tg-height=\"250\" referrerpolicy=\"no-referrer\"/></p><p>As mentioned earlier, Amazon's stock price has fallen significantly. In 2023, it fell by nearly 57% from its peak in November 2021. Currently, its stock price is below the moving averages of all indices on the daily and weekly charts, indicating that the stock is currently in a strong downtrend. If this downtrend continues, the support level of $80-81 should provide significant support. In addition, Amazon has a rising green<a href=\"https://laohu8.com/S/42T.SI\">trend line</a>Support: This is the upward trend line support for Amazon's stock price since it bottomed out in 2001. If neither of these support levels holds, there is another support level around $65. If Amazon's stock price breaks through this level, it may enter a state of complete free fall.</p><p>On its upward trajectory, Amazon also faces resistance at $101. This resistance level should have appeared at the top of 2018, after which the stock price fell 36% to the $65.35 support level shown on the chart. If Amazon's stock price can break through the resistance of the downward red trendline, it will be a bullish signal.</p><p><b>How big is Alibaba's valuation discount?</b></p><p>When examining Alibaba, it is important to ask yourself: \"How much should Alibaba's valuation be discounted?\" Given geopolitical risks, especially in the current environment where tensions between the West (the United States and Europe) are near historical highs, it is understandable that investors are demanding a discount on Alibaba's valuation.</p><p>Putting all risks aside, Alibaba appears to be in a favorable position for international expansion. Alibaba is profiting from the growing trends in online shopping in China and globally, particularly in Southeast Asia, the Middle East, and Latin America. Alibaba has seen growing demand and is well-positioned to capture a significant market share.</p><p>Alibaba has been investing heavily in research and development and in several industries that we expect to see significant growth in the coming years, as we analyzed in our series of articles on \"High-Growth Industries That Could Produce Good Returns in the Next Decade\". Alibaba has been investing in artificial intelligence, machine learning and the Internet of Things. Beast Finance expects these to be key drivers of Alibaba's growth in the coming years.</p><p>Similar to Amazon, Alibaba's stock price has also fallen sharply over the past two years (at one point it fell by nearly 82%). Currently, Alibaba's stock price has fallen 72% from its all-time high in October 2020. Investors can't help but ask, \"Is this decline reasonable?\" Back in 2020, everyone fell in love with Alibaba's stock, and even value investors regarded it as a must-invest.</p><p>Next, let's take a look at Alibaba's fundamentals and see if they have also worsened with the decline in its stock price over the past two years.</p><p>As can be seen from the chart above, Alibaba's current operating profit margin is 11.31%. Although this number has been declining over the past few years, it is significantly higher than Amazon's operating profit margin. In addition, the company's 5-year compound annual growth rate of operating revenue is 6.22%, which is also quite good. Although the gross profit margin has declined significantly over the years, the current gross profit margin of 36.85% is not bad at all.</p><p><img src=\"https://static.tigerbbs.com/d9685e189945a694fc9ce33a9f6a78be\" tg-width=\"594\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>When we look at Alibaba's revenue and gross profit growth (although future growth is still unclear because Alibaba's revenue and gross profit growth are somewhat unstable). Alibaba's revenue and gross profit experienced explosive growth in 2018, with revenue increasing by 73.56% year-on-year and gross profit increasing by 58.65%. A year later, this percentage dropped to 40.74% and 12.12%, respectively. Although Alibaba's growth is less stable than Amazon's, Beast Finance believes that Alibaba is more likely to maintain 20% revenue growth in the coming years. As mentioned earlier, the company is investing heavily in research and development and is trying to enter new markets and industries.</p><p>It should be emphasized again that if the economy recesses, Alibaba's revenue and gross profit growth may slow significantly, after all, Alibaba experienced this situation in 2022.</p><p>In addition, we should also look at some other indicators that we consider important.</p><p><img src=\"https://static.tigerbbs.com/302ab07ee1dc30f1f456674c78ce8572\" tg-width=\"599\" tg-height=\"129\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba currently has a return on capital of 12.56%, which means that for every $100 it invests, it generates an additional $12.56 in operating income. As we can see from the chart above, the company's gross profit margin is 43.81%, which indicates that the company is getting a good return from the products it sells.</p><p><b>Technical Analysis of Alibaba Stock</b></p><p><img src=\"https://static.tigerbbs.com/e22a3cc6cd075bb6f3931fc5549c45ca\" tg-width=\"597\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/></p><p>As mentioned earlier, Alibaba's stock price has fallen sharply over the past two years (in 2022, Alibaba's stock price once fell by nearly 82%). Currently, Alibaba's stock price is below all its index moving averages on both daily and weekly charts, indicating that the stock is in a strong downtrend. We can see that a key resistance channel remains, which could be a potential turning point for the stock.</p><p>Breaking through this trend line could indicate that Alibaba's downward trend has ended. The $80-$81 support zone should provide good support. If this downturn continues, we should remember the important level of $73. If the stock price really gets really bad, it could fall back to the $57 low at the end of 2022.</p><p>For now, we think this is unlikely because the Chinese economy has reopened and the situation has improved. If Alibaba's stock price falls below this level, it will enter a complete free fall.</p><p>On the upside, Alibaba currently faces resistance at $107. This resistance level appeared at the top of 2016. Furthermore, the $120 resistance level (purple line) has been difficult to break through over the past year. It would be very optimistic to see the stock break through the red trendline resistance and further break through $120. In addition, the relative strength indicators on the daily chart are currently in oversold territory. The last time this happened was in October 2022, when the stock fell to a low of $57 to $58.</p><p><b>Which is more worthwhile to invest in, Amazon or Alibaba?</b></p><p>Having delved into these two companies and their fundamentals, let's now take a look at how they compare to their competitors.</p><p>The main competitors we will compare are:<a href=\"https://laohu8.com/S/JD\">JD.com</a>(J.D.),<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>(PDD),<a href=\"https://laohu8.com/S/MELI\">Free Market</a>(MELI) and Jumia (JMIA), the latter of which is known as an African e-commerce giant.</p><p>As can be seen from the table below, Alibaba ranks among the top in every indicator. It's just the worst compared to Pinduoduo on P/E.</p><p><img src=\"https://static.tigerbbs.com/97165a4fd0b519f349c4333a0de46f2e\" tg-width=\"591\" tg-height=\"208\" referrerpolicy=\"no-referrer\"/></p><p>Furthermore, we can see that when we compare Alibaba with Amazon, based on these metrics, Alibaba seems to be the better choice. If we look at Alibaba's indicators and the current economic situation, Alibaba should consider buying. We believe that the situation in China has improved compared to a few months ago. Although the geopolitical situation remains tense, this is not a major problem for now. If I had to choose between Alibaba and Amazon right now, Alibaba seems to be the better choice. Based on its current valuation, Alibaba should have greater growth potential, while Amazon's future growth rate should be lower.</p><p><b>conclusion</b></p><p>We believe Alibaba is currently better than Amazon.<a href=\"https://laohu8.com/S/300785\">Worth buying</a>Enter. Despite the risks involved in investing in Chinese concept stocks, we believe that Alibaba's current valuation discount is sufficiently large considering these risks. Amazon still has some work to do to prove it can maintain growth, otherwise they should start focusing more on profits than growth, as 20% year-over-year revenue growth may not be sustainable.</p><p>We believe Amazon is currently worth holding. But the company should prove to investors that such a valuation is well-deserved as a growth company. If this is not the case, investors should adjust their strategy.</p><p></body></html></p>","source":"lsy1586862168255","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\" />\n<title>An in-depth analysis of the investment value of Alibaba and Amazon against the backdrop of a weak global economy.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; 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\">\nAn in-depth analysis of the investment value of Alibaba and Amazon against the backdrop of a weak global economy.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">猛兽财经</strong><span class=\"h-time small\">2023-03-02 21:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>In this article, Beast Finance will delve into...<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>and<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>These two are the world's most famous e-commerce giants.</p><p>Over the past year, the stock prices of both companies have faced pressure due to the slowdown in global economic growth following the pandemic. In addition, soaring inflation is also affecting consumer spending, which has a direct impact on the businesses of both Alibaba and Amazon.</p><p>In this article, we will conduct a comprehensive analysis of these two companies, focusing on their financial condition, risks and opportunities, as well as the outlook for the entire industry.</p><p><b>Global E-commerce and Its Development Direction</b></p><p>While Amazon and Alibaba's business scope is no longer limited to e-commerce (which remains their core business), e-commerce is expected to remain one of the fastest-growing industries over the next decade. E-commerce is also one of the 10 industries covered by Beast Finance's \"10 Industries That Could Generate Good Returns in the Next Decade\" series. As shown in the chart below, e-commerce and online retail are projected to grow by 15% to 20% over the next decade (2020-2030).</p><p><img src=\"https://static.tigerbbs.com/ab8526d9efc152938f52bde110651812\" tg-width=\"593\" tg-height=\"307\" referrerpolicy=\"no-referrer\"/></p><p><b>The biggest difference between the two</b></p><p>While there are many similarities between Alibaba and Amazon, they also have some significant differences.</p><p>First, they operate in very different markets. Amazon is the largest e-commerce company in the United States, while Alibaba is the largest e-commerce company in China. Alibaba mainly targets the Chinese market, while Amazon mainly targets the US market. Amazon sells products directly to customers and also benefits from third-party sellers. At the same time, Alibaba relies almost entirely on third-party sellers.</p><p>In addition, both companies have been active in the cloud computing market over the past few years of rapid growth. For Amazon, cloud computing has always been a huge driver of its profit growth, while for Alibaba, the opposite is true. Compared to cloud computing, e-commerce is the most important driver of its revenue and profit growth. As shown in the chart below, 66% of Alibaba's revenue in the third quarter of 2022 came from e-commerce, while only 10% came from cloud computing.</p><p><img src=\"https://static.tigerbbs.com/4a3c87f7efa80211a03071c7b29c7302\" tg-width=\"596\" tg-height=\"258\" referrerpolicy=\"no-referrer\"/></p><p>At the same time, Amazon's revenue from its Amazon Web Services business has also grown significantly over the past few years. As shown in the chart below, Amazon generated $21.38 billion in revenue from AWS in the fourth quarter of 2022.</p><p><img src=\"https://static.tigerbbs.com/b936eb547871a8e75f11cf03464b3ac0\" tg-width=\"595\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/></p><p><b>Has Amazon stagnated?</b></p><p>Amazon's stock price has been rising throughout the pandemic, reaching a peak of nearly $189 after the stock split. Currently, Amazon's stock price has fallen by more than 50% from its all-time high in November 2021.</p><p>Unfortunately, the current market environment and corresponding macroeconomic headwinds may put further downward pressure on Amazon's stock price. In the event of an economic recession, both Amazon and Alibaba will suffer significant losses because per capita income growth will decline, so consumer spending will decrease, which in turn will affect Amazon and Alibaba's overall revenue.</p><p>So should we evaluate Amazon as a growth stock or a value stock? If we look at Amazon from a growth perspective, the company is still not cheap. Its gross profit margin is 13.16% (which has been growing year by year) and its operating profit margin is 2.38%, which suggests that the company should continue to grow in the coming years.</p><p><img src=\"https://static.tigerbbs.com/1ff0830f7876a8f924fd18e67a32a83e\" tg-width=\"597\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/></p><p>However, judging from revenue growth and gross profit growth, Amazon's future does not seem so bright. As we can see from the chart below, Amazon's revenue and gross profit have both declined significantly over the past few years. If it weren't for the pandemic, this trend might have started earlier in 2019. Therefore, we believe that Amazon is a growth company that is maturing and should not expect its future annual revenue growth rate to reach 20%.</p><p>That said, this doesn't necessarily mean Amazon will stop growing. If the company can continue to grow at a rate of 10%, it will provide further room for its stock price to rise. Furthermore, Amazon may be able to innovate further, enter new markets, and expand its growth. For example, artificial intelligence and<a href=\"https://laohu8.com/S/300024\">Robot</a>Process automation is an area that Amazon is focusing on and investing in.</p><p><img src=\"https://static.tigerbbs.com/3e2220e91ba1da54efbe959b12f0342f\" tg-width=\"593\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>Given these data, Amazon's valuation may be more like a value stock, and it is expected to grow moderately in the future. While we believe Amazon should be considered a value stock, we must be clear that Amazon still has a lot of potential for further innovation and may enter new markets.</p><p>Despite its current slowdown, it is growing rapidly in areas that could see significant growth in the future, such as cloud computing and e-commerce. However, if a recession occurs, its revenue and profits could decline further, and its stock price could face significant downward pressure.</p><p>Next, let's look at some other indicators that we consider important.</p><p><img src=\"https://static.tigerbbs.com/06e480ca6efe3b3287eab5344a845801\" tg-width=\"598\" tg-height=\"128\" referrerpolicy=\"no-referrer\"/></p><p>Currently, Amazon's five-year compound annual growth rate of revenue is 17.15%, indicating that Amazon has the ability to continue achieving revenue growth. Amazon's operating cash flow has been increasing for years, but in 2022, Amazon ran into trouble, as we can see in the table above.</p><p>Over the past two years, Amazon's revenue has declined by more than 50%, capital expenditures have been increasing, and its free cash flow yield is currently -1.76%. Essentially, this means that Amazon has not been able to generate enough cash to support its business over the past two years, but it is also possible that Amazon is investing heavily in its business or is already on the decline.</p><p>Furthermore, Amazon's current return on capital is 5.16%, which is not particularly strong. This indicates that for every $100 invested, the company generates $5.16 in additional operating income. As we can see from the chart above, Amazon's gross profit margin is 43.81%, indicating that the company has earned a good return on the products it sells.</p><p><b>Technical Analysis of Amazon Stock</b></p><p><img src=\"https://static.tigerbbs.com/46c11ce1fc3887eecef70911f51c9a5d\" tg-width=\"596\" tg-height=\"250\" referrerpolicy=\"no-referrer\"/></p><p>As mentioned earlier, Amazon's stock price has fallen significantly. In 2023, it fell by nearly 57% from its peak in November 2021. Currently, its stock price is below the moving averages of all indices on the daily and weekly charts, indicating that the stock is currently in a strong downtrend. If this downtrend continues, the support level of $80-81 should provide significant support. In addition, Amazon has a rising green<a href=\"https://laohu8.com/S/42T.SI\">trend line</a>Support: This is the upward trend line support for Amazon's stock price since it bottomed out in 2001. If neither of these support levels holds, there is another support level around $65. If Amazon's stock price breaks through this level, it may enter a state of complete free fall.</p><p>On its upward trajectory, Amazon also faces resistance at $101. This resistance level should have appeared at the top of 2018, after which the stock price fell 36% to the $65.35 support level shown on the chart. If Amazon's stock price can break through the resistance of the downward red trendline, it will be a bullish signal.</p><p><b>How big is Alibaba's valuation discount?</b></p><p>When examining Alibaba, it is important to ask yourself: \"How much should Alibaba's valuation be discounted?\" Given geopolitical risks, especially in the current environment where tensions between the West (the United States and Europe) are near historical highs, it is understandable that investors are demanding a discount on Alibaba's valuation.</p><p>Putting all risks aside, Alibaba appears to be in a favorable position for international expansion. Alibaba is profiting from the growing trends in online shopping in China and globally, particularly in Southeast Asia, the Middle East, and Latin America. Alibaba has seen growing demand and is well-positioned to capture a significant market share.</p><p>Alibaba has been investing heavily in research and development and in several industries that we expect to see significant growth in the coming years, as we analyzed in our series of articles on \"High-Growth Industries That Could Produce Good Returns in the Next Decade\". Alibaba has been investing in artificial intelligence, machine learning and the Internet of Things. Beast Finance expects these to be key drivers of Alibaba's growth in the coming years.</p><p>Similar to Amazon, Alibaba's stock price has also fallen sharply over the past two years (at one point it fell by nearly 82%). Currently, Alibaba's stock price has fallen 72% from its all-time high in October 2020. Investors can't help but ask, \"Is this decline reasonable?\" Back in 2020, everyone fell in love with Alibaba's stock, and even value investors regarded it as a must-invest.</p><p>Next, let's take a look at Alibaba's fundamentals and see if they have also worsened with the decline in its stock price over the past two years.</p><p>As can be seen from the chart above, Alibaba's current operating profit margin is 11.31%. Although this number has been declining over the past few years, it is significantly higher than Amazon's operating profit margin. In addition, the company's 5-year compound annual growth rate of operating revenue is 6.22%, which is also quite good. Although the gross profit margin has declined significantly over the years, the current gross profit margin of 36.85% is not bad at all.</p><p><img src=\"https://static.tigerbbs.com/d9685e189945a694fc9ce33a9f6a78be\" tg-width=\"594\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/></p><p>When we look at Alibaba's revenue and gross profit growth (although future growth is still unclear because Alibaba's revenue and gross profit growth are somewhat unstable). Alibaba's revenue and gross profit experienced explosive growth in 2018, with revenue increasing by 73.56% year-on-year and gross profit increasing by 58.65%. A year later, this percentage dropped to 40.74% and 12.12%, respectively. Although Alibaba's growth is less stable than Amazon's, Beast Finance believes that Alibaba is more likely to maintain 20% revenue growth in the coming years. As mentioned earlier, the company is investing heavily in research and development and is trying to enter new markets and industries.</p><p>It should be emphasized again that if the economy recesses, Alibaba's revenue and gross profit growth may slow significantly, after all, Alibaba experienced this situation in 2022.</p><p>In addition, we should also look at some other indicators that we consider important.</p><p><img src=\"https://static.tigerbbs.com/302ab07ee1dc30f1f456674c78ce8572\" tg-width=\"599\" tg-height=\"129\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba currently has a return on capital of 12.56%, which means that for every $100 it invests, it generates an additional $12.56 in operating income. As we can see from the chart above, the company's gross profit margin is 43.81%, which indicates that the company is getting a good return from the products it sells.</p><p><b>Technical Analysis of Alibaba Stock</b></p><p><img src=\"https://static.tigerbbs.com/e22a3cc6cd075bb6f3931fc5549c45ca\" tg-width=\"597\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/></p><p>As mentioned earlier, Alibaba's stock price has fallen sharply over the past two years (in 2022, Alibaba's stock price once fell by nearly 82%). Currently, Alibaba's stock price is below all its index moving averages on both daily and weekly charts, indicating that the stock is in a strong downtrend. We can see that a key resistance channel remains, which could be a potential turning point for the stock.</p><p>Breaking through this trend line could indicate that Alibaba's downward trend has ended. The $80-$81 support zone should provide good support. If this downturn continues, we should remember the important level of $73. If the stock price really gets really bad, it could fall back to the $57 low at the end of 2022.</p><p>For now, we think this is unlikely because the Chinese economy has reopened and the situation has improved. If Alibaba's stock price falls below this level, it will enter a complete free fall.</p><p>On the upside, Alibaba currently faces resistance at $107. This resistance level appeared at the top of 2016. Furthermore, the $120 resistance level (purple line) has been difficult to break through over the past year. It would be very optimistic to see the stock break through the red trendline resistance and further break through $120. In addition, the relative strength indicators on the daily chart are currently in oversold territory. The last time this happened was in October 2022, when the stock fell to a low of $57 to $58.</p><p><b>Which is more worthwhile to invest in, Amazon or Alibaba?</b></p><p>Having delved into these two companies and their fundamentals, let's now take a look at how they compare to their competitors.</p><p>The main competitors we will compare are:<a href=\"https://laohu8.com/S/JD\">JD.com</a>(J.D.),<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>(PDD),<a href=\"https://laohu8.com/S/MELI\">Free Market</a>(MELI) and Jumia (JMIA), the latter of which is known as an African e-commerce giant.</p><p>As can be seen from the table below, Alibaba ranks among the top in every indicator. It's just the worst compared to Pinduoduo on P/E.</p><p><img src=\"https://static.tigerbbs.com/97165a4fd0b519f349c4333a0de46f2e\" tg-width=\"591\" tg-height=\"208\" referrerpolicy=\"no-referrer\"/></p><p>Furthermore, we can see that when we compare Alibaba with Amazon, based on these metrics, Alibaba seems to be the better choice. If we look at Alibaba's indicators and the current economic situation, Alibaba should consider buying. We believe that the situation in China has improved compared to a few months ago. Although the geopolitical situation remains tense, this is not a major problem for now. If I had to choose between Alibaba and Amazon right now, Alibaba seems to be the better choice. Based on its current valuation, Alibaba should have greater growth potential, while Amazon's future growth rate should be lower.</p><p><b>conclusion</b></p><p>We believe Alibaba is currently better than Amazon.<a href=\"https://laohu8.com/S/300785\">Worth buying</a>Enter. Despite the risks involved in investing in Chinese concept stocks, we believe that Alibaba's current valuation discount is sufficiently large considering these risks. Amazon still has some work to do to prove it can maintain growth, otherwise they should start focusing more on profits than growth, as 20% year-over-year revenue growth may not be sustainable.</p><p>We believe Amazon is currently worth holding. But the company should prove to investors that such a valuation is well-deserved as a growth company. If this is not the case, investors should adjust their strategy.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s?__biz=Mzg3NTE4MTU3MQ==&mid=2247506435&idx=2&sn=cc676a5e286ba9c7e49e7366fac43a59&chksm=cec7f96ff9b07079e011257b697568c2991893235ab293c5667e7b23731c965f0287efb05214#rd\">猛兽财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4505":"高瓴资本持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4554":"元宇宙及AR概念","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4532":"文艺复兴科技持仓","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","AMZN":"亚马逊","BK4527":"明星科技股","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4531":"中概回港概念","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","BABA":"阿里巴巴","BK4122":"互联网与直销零售","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4502":"阿里概念","09988":"阿里巴巴-W"},"source_url":"https://mp.weixin.qq.com/s?__biz=Mzg3NTE4MTU3MQ==&mid=2247506435&idx=2&sn=cc676a5e286ba9c7e49e7366fac43a59&chksm=cec7f96ff9b07079e011257b697568c2991893235ab293c5667e7b23731c965f0287efb05214#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111812941","content_text":"在这本文中，猛兽财经将深入研究亚马逊和阿里巴巴这两家世界上最著名的电商巨头。过去一年，由于疫情后全球经济增长放缓，这两家公司的股价都面临压力。此外，飙升的通货膨胀也正在影响消费者支出，这对阿里巴巴和亚马逊的业务也都造成了直接的影响。在本文中，我们将着眼于这两家公司的财务状况、风险和机遇，以及对整个行业的展望来对这两家公司进行全面的分析。全球电子商务及其发展方向虽然亚马逊和阿里巴巴的业务范围早已不局限在电子商务业务领域了（仍然是它们最核心的业务)，但电子商务预计仍将是未来十年增长最快的行业之一。电子商务也是猛兽财经在“未来十年可能产生良好回报的10个行业”系列中所涵盖的10个行业之一。如下图所示，电子商务和在线零售预计将在未来十年(2020-2030年期间)增长15%至20%。两者最大的不同虽然阿里巴巴和亚马逊之间有很多相似之处，但它们也有一些显著差异。首先，它们所处的市场非常不同，亚马逊是美国最大的电商公司，阿里巴巴是中国最大电商公司，阿里巴巴主要面向中国市场，而亚马逊主要面向美国市场。亚马逊直接向客户销售商品，也从第三方卖家那里获益。与此同时，阿里巴巴几乎完全依赖第三方卖家。此外，这两家公司在过去快速发展的几年里一直活跃在云计算市场。对于亚马逊来说，云计算业务一直是其利润增长的巨大驱动力，而阿里巴巴则正好相反，与云计算业务相比，电子商务业务才是推动其收入和利润增长的最重要驱动力。从下图就可以看出，阿里巴巴2022年第三季度66%的收入来自电子商务业务，只有10%来自云计算业务。与此同时，亚马逊来自亚马逊网络服务业务的收入在过去几年里也在大幅增长。从下图可以看出，亚马逊在2022年第四季度从AWS获得了213.8亿美元的收入。亚马逊已经增长不动了吗？在疫情期间，亚马逊的股价一直在上涨，经拆股调整后其股价最高时一度接近189美元。目前，亚马逊的股价已经较2021年11月份的历史高点下跌了50%以上。不幸的是，当前的市场环境和相应的宏观经济逆风可能会给亚马逊的股价带来进一步的下行压力。如果经济衰退，亚马逊和阿里巴巴都将遭受重大损失，因为人均收入增长将下降，所以消费者的支出就会减少，进而影响亚马逊和阿里巴巴的整体收入。那么我们应该把亚马逊当做成长型股票还是价值型股票来评估呢?如果我们从增长的角度来看待亚马逊，该公司仍然不便宜，其毛利率为13.16%（毛利率一直在逐年增长），营业利润率为2.38%，这说明该公司在未来几年应该还能继续增长。但如果从营收增长和毛利润增长来看，亚马逊的未来似乎不会那么光明。从下图我们可以看到，在过去的几年里，亚马逊的收入和毛利润都在大幅下降。如果没有疫情大流行，这一趋势可能会在2019年提前开始。所以我们认为亚马逊是一家正在走向成熟的成长型公司，并且不应该期望它未来的营收年增长率能达到20%。话虽如此，但这并不一定意味着亚马逊将不再增长。如果该公司能够继续以10%的速度增长，那么这将为其股价提供进一步的上涨空间。此外，亚马逊可能会够进一步创新，进入新的市场并扩大增长。例如，人工智能和机器人流程自动化就是就亚马逊正在关注和投资的领域。鉴于这些数据，亚马逊的估值可能更像一只价值型股票，未来也将温和的增长。尽管我们认为亚马逊应该被视为价值股，但我们必须清楚，亚马逊还是有很多可以进一步创新的可能性的，并可能进入新的市场。尽管它目前的增长放缓，但它在未来可能出现大幅增长的领域却增长很快，例如云计算和电子商务等，但如果出现衰退，其收入和利润可能会进一步下降，股价也可能会面临巨大的下行压力。接下来让我们看一些我们认为比较重要的其他指标。目前，亚马逊的5年营收复合年均增长率为17.15%，这表明亚马逊是有能力继续实现营收增长的。多年来，亚马逊的的经营性现金流也一直在增加，但在2022年，亚马逊陷入了困境，正如我们在上表中看到的那样。在过去两年中，亚马逊的营收下降幅度已经超过了50%，资本支出也一直在增加，自由现金流收益率目前为-1.76%。从本质上讲，这意味着亚马逊在过去两年内无法产生足够的现金来支持其业务，但也有可能亚马逊正在大量投资于其业务，或者已经在走下坡路了。此外，亚马逊目前的资本回报率为5.16%，并不算强劲。这表明，该公司每投资100美元，就会产生5.16美元的额外营业收入。从前面的图表中我们可以看出，亚马逊的毛利率为43.81%，这表明该公司已经从其销售的产品中获得了不错的回报。对亚马逊股票进行技术分析如前所述，亚马逊的股价出现了明显的下跌。在2023年一度较2021年11月的高点下跌了近57%。目前，其股价低于日线图和周线图上的所有指数移动平均值，这表明该股目前处于强劲的下行趋势中，如果这种下行趋势继续下去，80- 81美元的支撑位应该会提供重大支撑。此外，亚马逊有上升的绿色趋势线支撑，这是亚马逊股价自2001年触底以来的上升趋势线支撑。如果这两个支撑位都没有保持住，还有另一个65美元左右的支撑位，如果亚马逊的股价突破这一水平，那么它可能会进入一个完全自由落体的状态。在上行路上，亚马逊也有101美元的阻力位。这一阻力位应该出现在2018年的顶部，之后股价就下跌了36%，跌至图表所示的65.35美元支撑位。如果亚马逊股价能够突破下降的红色趋势线阻力，这将是一个看涨信号。阿里巴巴的估值折扣有多大？在审视阿里巴巴时，重要的是要问自己:“阿里巴巴的估值折扣应该有多大?”由于地缘政治风险，特别是在当前西方(美国和欧洲)之间的紧张关系接近历史高点的环境下，投资者要求阿里巴巴的估值有折扣是可以理解的。抛开所有风险不谈，阿里巴巴在国际扩张方面似乎处于有利地位。阿里巴巴正在从中国和全球网购的增长趋势中获利，特别是在东南亚、中东和拉丁美洲市场，阿里巴巴看到了不断增长的需求，并处于有利地位，可以占领相当大的市场份额。阿里巴巴一直在大力投资研发，并投资于我们预计未来几年将大幅增长的多个行业，正如我们在“未来十年可能产生良好回报的高增长行业”系列文章中所分析的那样。阿里巴巴一直在投资人工智能、机器学习和物联网。猛兽财经预计这些将成为阿里巴巴未来几年增长的关键驱动力。与亚马逊类似，阿里巴巴的股价在过去两年里也出现了大幅下跌（一度下跌了近82%）。目前，阿里巴巴的股价已经较2020年10月的历史高点下跌了72%。投资者不禁要问:“这种下跌是合理的吗?”早在2020年，所有人都爱上了阿里巴巴的股票，就连价值投资者也把这只股票当成了必备品来投资。接下来让我们来看看阿里巴巴的基本面，看看它的基本面在过去两年里是否也会随着股价的下跌而变差。从上图可以看出，目前阿里巴巴的营业利润率为11.31%。虽然这一数字在过去几年一直在下降，但明显高于亚马逊的营业利润率。此外，该公司5年的营业收入复合年增长率为6.22%，也相当不错。虽然毛利率多年来已经大幅下降，但目前36.85%的毛利率一点也不差。当我们看阿里巴巴的营收和毛利润增长情况时（虽然目前还不太清楚未来的增长情况，因为阿里巴巴的营收增长和毛利增长有些不稳定）。阿里巴巴的营收和毛利润在2018年经历了爆发式增长，收入同比增长了73.56%，毛利润了增长58.65%。一年后，这一比例又分别下降到了40.74%和12.12%。虽然与亚马逊相比，阿里巴巴的增长不那么稳定，但猛兽财经认为，在未来几年，阿里巴巴更有可能保持20%的收入增长。如前所述，该公司正在大力投资研发，并试图进入新市场和新行业。需要再次强调的是，如果经济衰退，阿里巴巴的收入和毛利润增长可能会大幅放缓，毕竟阿里巴巴在2022年曾出现过这总情况。此外，我们还应该看一些我们认为重要的其他指标。阿里巴巴目前的资本回报率为12.56%，这表明它每投资100美元，就会产生12.56美元的额外营业收入。从前面的图表中我们可以看出，该公司的毛利率为43.81%，这表明该公司从其销售的产品中获得了不错的回报。对阿里巴巴股票进行技术分析如前所述，阿里巴巴的股价在过去两年里出现了大幅下跌（在2022年，阿里巴巴的股价曾一度下跌了近82%）。目前，在日线图和周线图上，阿里巴巴的股价都低于其所有的指数移动平均值，这表明该股票处于强劲的下行趋势中，我们可以看到，有一个关键的阻力通道仍然存在，这可能是该股的一个潜在转折点。如果突破这一趋势线可能表明阿里巴巴的下降趋势已经结束。80 - 81美元支撑区应该会提供不错的支撑。如果这种低迷继续下去，我们应该记住73美元这一重要的关口。如果股价真的变得非常糟糕，那么它可能会重新跌到2022年底的57美元低点。就目前而言，我们认为这不太可能，因为中国经济已经重新开放，情况有所改善。如果阿里巴巴股价跌破这一水平，那它将完全进入自由落体状态。上行方面，阿里巴巴目前有107美元的阻力位。该阻力位出现在2016年顶部。此外，120美元的阻力位(紫色线)在过去一年中很难突破。如果看到该股突破红色趋势线阻力，并进一步突破120美元，那将是非常乐观的。此外，日线图上的相对强弱指标目前处于超卖区域，上一次出现这种情况是在2022年10月，当时该股跌至57美元至58美元的低点。亚马逊和阿里巴巴谁更值得投资？在我们深入了解了这两家公司及其基本面后，现在我们再来看看它们与竞争对手的对比。我们将对比的主要竞争对手有:京东(JD)、拼多多(PDD)、MercadoLibre (MELI)和Jumia (JMIA)，后者被称为非洲电商巨头。从下表中可以看出，阿里巴巴在每个指标上都名列前茅。只是在市盈率上与拼多多相比最差。此外，我们可以看到，当我们将阿里巴巴与亚马逊进行比较时，基于这些指标，阿里巴巴似乎是更好的选择。如果我们看看阿里巴巴的指标和当前的经济情况，阿里巴巴应该考虑买入。我们认为，与几个月前相比，中国的情况已经有所改善。尽管地缘政治局势依然紧张，但就目前而言，这并不是一个大问题。如果现在必须在阿里巴巴和亚马逊之间做出选择，阿里巴巴似乎是更好的选择。以目前的估值，阿里巴巴应该有更大的增长空间，而亚马逊未来的增长率应该会更低。结论我们认为阿里巴巴目前比亚马逊更值得买入。尽管投资中概股存在风险，但我们认为，考虑到这些风险，目前阿里巴巴的估值折扣已经足够大了。亚马逊还有一些工作要做，以证明它可以保持增长，否则他们应该开始更多地关注利润而不是增长，因为20%的同比收入增长可能是不可持续的。而我们认为亚马逊目前也值得被持有。但该公司应该向投资者证明，作为一家成长型公司，这样的估值是实至名归的。如果情况并非如此，投资者应该调整策略。","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":4609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957816021,"gmtCreate":1677154187663,"gmtModify":1677154190756,"author":{"id":"3572416964494629","authorId":"3572416964494629","name":"KzvinYBC","avatar":"https://static.tigerbbs.com/83a03eeaaf67bcfe75ac78e83930b587","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572416964494629","idStr":"3572416964494629"},"themes":[],"title":"","htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957816021","repostId":"1170522157","repostType":4,"repost":{"id":"1170522157","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1677152225,"share":"https://ttm.financial/m/news/1170522157?lang=en_US&edition=fundamental","pubTime":"2023-02-23 19:37","market":"hk","language":"zh","title":"Alibaba's third-quarter revenue exceeded expectations, with adjusted net profit increasing by 12% year-on-year.","url":"https://stock-news.laohu8.com/highlight/detail?id=1170522157","media":"老虎资讯综合","summary":"2月23日，阿里巴巴第三财季度营收2,477.6亿元人民币，预估2,458.7亿元人民币，去年同期2425.8亿元。经调整净利润499.32亿元人民币，同比增长12%；调整后每ADS收益19.26元人","content":"<p><html><head></head><body>On February 23, Alibaba's revenue for the third fiscal quarter was RMB 247.76 billion, compared to an estimated RMB 245.87 billion and RMB 242.58 billion in the same period last year.</p><p><ul><li>Adjusted net profit was RMB 49.932 billion, a year-on-year increase of 12%;</p><p></li><li>Adjusted earnings per ADS were RMB 19.26, representing a year-on-year increase of 14%;</p><p></li><li>Free cash flow was 81.514 billion yuan, a year-on-year increase of 15%.</p><p></li></ul><img src=\"https://static.tigerbbs.com/fb2201791b88f8c48bce788806f353c4\" tg-width=\"1047\" tg-height=\"737\" referrerpolicy=\"no-referrer\"/></p><p>Among them, revenue from the PRC commercial segment was RMB169.99 billion, compared to an estimated RMB166.26 billion; International business segment revenue was RMB 19.47 billion, compared to an estimated RMB 17.64 billion; Revenue from the local life services segment was RMB13.16 billion, compared to an estimated RMB13.37 billion.</p><p>Cainiao's revenue was RMB 16.55 billion, compared to an estimated RMB 15.3 billion; Digital media and entertainment revenue was RMB 7.59 billion, down 6.5% year-on-year, compared to an estimated RMB 8.2 billion; Innovative business and other revenue was RMB 823 million, down 20% year-on-year, compared to an estimated RMB 578.7 million.</p><p><b><b>This quarter,</b></b><b>Alibaba also announced a new share buyback program.</b>During the quarter ended December 31, 2022, 45.4 million American Depositary Shares (equivalent to 363.3 million ordinary shares) were repurchased for approximately US$3.3 billion under the Company's share repurchase program. As of December 31, 2022, Alibaba had approximately 20.7 billion ordinary shares outstanding (equivalent to 2.6 billion American Depositary Shares), and under its current authorization, Alibaba had a repurchase quota of approximately US$21.3 billion, valid until March 2025.<img src=\"https://static.tigerbbs.com/563cd1b80bc33efc6403cf2cf0b27080\" tg-width=\"1025\" tg-height=\"213\" referrerpolicy=\"no-referrer\"/>Alibaba shares rose more than 7% in pre-market trading after the earnings report was released.</p><p><img src=\"https://static.tigerbbs.com/f9432426158f9ac3eae388c0e2c3791c\" tg-width=\"806\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","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\" />\n<title>Alibaba's third-quarter revenue exceeded expectations, with adjusted net profit increasing by 12% year-on-year.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; 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's third-quarter revenue exceeded expectations, with adjusted net profit increasing by 12% year-on-year.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-02-23 19:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On February 23, Alibaba's revenue for the third fiscal quarter was RMB 247.76 billion, compared to an estimated RMB 245.87 billion and RMB 242.58 billion in the same period last year.</p><p><ul><li>Adjusted net profit was RMB 49.932 billion, a year-on-year increase of 12%;</p><p></li><li>Adjusted earnings per ADS were RMB 19.26, representing a year-on-year increase of 14%;</p><p></li><li>Free cash flow was 81.514 billion yuan, a year-on-year increase of 15%.</p><p></li></ul><img src=\"https://static.tigerbbs.com/fb2201791b88f8c48bce788806f353c4\" tg-width=\"1047\" tg-height=\"737\" referrerpolicy=\"no-referrer\"/></p><p>Among them, revenue from the PRC commercial segment was RMB169.99 billion, compared to an estimated RMB166.26 billion; International business segment revenue was RMB 19.47 billion, compared to an estimated RMB 17.64 billion; Revenue from the local life services segment was RMB13.16 billion, compared to an estimated RMB13.37 billion.</p><p>Cainiao's revenue was RMB 16.55 billion, compared to an estimated RMB 15.3 billion; Digital media and entertainment revenue was RMB 7.59 billion, down 6.5% year-on-year, compared to an estimated RMB 8.2 billion; Innovative business and other revenue was RMB 823 million, down 20% year-on-year, compared to an estimated RMB 578.7 million.</p><p><b><b>This quarter,</b></b><b>Alibaba also announced a new share buyback program.</b>During the quarter ended December 31, 2022, 45.4 million American Depositary Shares (equivalent to 363.3 million ordinary shares) were repurchased for approximately US$3.3 billion under the Company's share repurchase program. As of December 31, 2022, Alibaba had approximately 20.7 billion ordinary shares outstanding (equivalent to 2.6 billion American Depositary Shares), and under its current authorization, Alibaba had a repurchase quota of approximately US$21.3 billion, valid until March 2025.<img src=\"https://static.tigerbbs.com/563cd1b80bc33efc6403cf2cf0b27080\" tg-width=\"1025\" tg-height=\"213\" referrerpolicy=\"no-referrer\"/>Alibaba shares rose more than 7% in pre-market trading after the earnings report was released.</p><p><img src=\"https://static.tigerbbs.com/f9432426158f9ac3eae388c0e2c3791c\" tg-width=\"806\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170522157","content_text":"2月23日，阿里巴巴第三财季度营收2,477.6亿元人民币，预估2,458.7亿元人民币，去年同期2425.8亿元。经调整净利润499.32亿元人民币，同比增长12%；调整后每ADS收益19.26元人民币，同比增长14%；自由现金流为815.14亿元，同比增长15%其中，中国商业分部收入1,699.9亿元人民币，预估1,662.6亿元人民币；国际商业分部收入194.7亿元人民币，预估176.4亿元人民币；本地生活服务分部收入131.6亿元人民币，预估133.7亿元人民币。菜鸟收入165.5亿元人民币，预估153亿元人民币；数字媒体及娱乐收入75.9亿元人民币，同比-6.5%，预估82亿元人民币；创新业务及其他收入8.23亿元人民币，同比-20%，预估5.787亿元人民币。本季度，阿里巴巴同时宣布新的股票回购计划。于2022年12月31日止季度，根据本公司的股份回购计划，以约 33 亿美元回购了 45.4 百万股美国存託股（相等于 363.3 百万股普通股）。截至2022年12月31日，流通的普通股为约207 亿股（相等于 26 亿股美国存托股），并在目前授权下，阿里有约 213 亿美元回购额度，有效期至2025年3月。财报发布后，阿里巴巴盘前涨超7%。","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":4328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957818729,"gmtCreate":1677154175362,"gmtModify":1677154180584,"author":{"id":"3572416964494629","authorId":"3572416964494629","name":"KzvinYBC","avatar":"https://static.tigerbbs.com/83a03eeaaf67bcfe75ac78e83930b587","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572416964494629","idStr":"3572416964494629"},"themes":[],"title":"","htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957818729","repostId":"1191856837","repostType":4,"repost":{"id":"1191856837","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1677153689,"share":"https://ttm.financial/m/news/1191856837?lang=en_US&edition=fundamental","pubTime":"2023-02-23 20:01","market":"us","language":"zh","title":"Moderna's Q4 2022 revenue was $5.084 billion, exceeding expectations.","url":"https://stock-news.laohu8.com/highlight/detail?id=1191856837","media":"老虎资讯综合","summary":"Q4 净利润（亿美元）：14.65，预期：19.97，前值：48.68。","content":"<p><html><head></head><body>Moderna's Q4 2022 revenue (US$100 million):<b>50.84，</b>Expected: 50.17, previous value: 72.1.</p><p>Q4 Net Profit (US$100 million):<b>14.65，</b>Expected: 19.97, previous value: 48.68.</p><p>Q4 EPS:<b>$3.61，</b>Expected: $4.78, previous value: $11.29.</p><p>As of press time, Moderna's pre-market gains exceeded 2%.</p><p><img src=\"https://static.tigerbbs.com/de7a71db5bcbc637e199b07dee103484\" tg-width=\"449\" tg-height=\"425\" width=\"100%\" height=\"auto\"/></p><p></body></html></p>","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\" />\n<title>Moderna's Q4 2022 revenue was $5.084 billion, exceeding expectations.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nModerna's Q4 2022 revenue was $5.084 billion, exceeding expectations.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2023-02-23 20:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Moderna's Q4 2022 revenue (US$100 million):<b>50.84，</b>Expected: 50.17, previous value: 72.1.</p><p>Q4 Net Profit (US$100 million):<b>14.65，</b>Expected: 19.97, previous value: 48.68.</p><p>Q4 EPS:<b>$3.61，</b>Expected: $4.78, previous value: $11.29.</p><p>As of press time, Moderna's pre-market gains exceeded 2%.</p><p><img src=\"https://static.tigerbbs.com/de7a71db5bcbc637e199b07dee103484\" tg-width=\"449\" tg-height=\"425\" width=\"100%\" height=\"auto\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e56d6c230592f912cc1c834fe5197c4e","relate_stocks":{"MRNA":"Moderna, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191856837","content_text":"Moderna 2022年Q4 营收（亿美元）：50.84，预期：50.17，前值：72.1。Q4 净利润（亿美元）：14.65，预期：19.97，前值：48.68。Q4 EPS：$3.61，预期：$4.78，前值：$11.29。截至发稿，Moderna盘前涨幅超2%。","news_type":1,"symbols_score_info":{"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":4374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955415011,"gmtCreate":1675667062934,"gmtModify":1676539941050,"author":{"id":"3572416964494629","authorId":"3572416964494629","name":"KzvinYBC","avatar":"https://static.tigerbbs.com/83a03eeaaf67bcfe75ac78e83930b587","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572416964494629","idStr":"3572416964494629"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/532.SI\">$鈞富集团有限公司(532.SI)$&nbsp;</a>[呆住]&nbsp;","listText":"<a href=\"https://ttm.financial/S/532.SI\">$鈞富集团有限公司(532.SI)$&nbsp;</a>[呆住]&nbsp;","text":"$鈞富集团有限公司(532.SI)$ [呆住]","images":[{"img":"https://community-static.tradeup.com/news/8a2a57e4459e4ea8668029dd594f39d7","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955415011","isVote":1,"tweetType":1,"viewCount":3240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9955134806,"gmtCreate":1675263329106,"gmtModify":1676538988405,"author":{"id":"3572416964494629","authorId":"3572416964494629","name":"KzvinYBC","avatar":"https://static.tigerbbs.com/83a03eeaaf67bcfe75ac78e83930b587","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572416964494629","idStr":"3572416964494629"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/532.SI\">$鈞富集团有限公司(532.SI)$&nbsp;</a>[呆住]&nbsp;","listText":"<a href=\"https://ttm.financial/S/532.SI\">$鈞富集团有限公司(532.SI)$&nbsp;</a>[呆住]&nbsp;","text":"$鈞富集团有限公司(532.SI)$ [呆住]","images":[{"img":"https://community-static.tradeup.com/news/8a2a57e4459e4ea8668029dd594f39d7","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955134806","isVote":1,"tweetType":1,"viewCount":4381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}