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Option strategy | Alibaba's post-performance direction is unclear, these five option strategies adapt to three stock price trends

2025-11-26

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For the quarter ended September, adjusted net profit was 10.352 billion yuan (RMB, the same below), down about 72% year-on-year.<strong>Less than expected 13.514 billion yuan</strong>。 Revenue was 247.795 billion yuan, up 5% year-on-year,<strong>Higher than expected 245.2 billion yuan</strong>Excluding the revenue from disposed businesses of Sun Art Retail and Yintai, the same-caliber revenue increased by 15%.</p><p>Although Ali's adjusted earnings were weaker than expected, AI-related and cloud businesses performed well.</p><p>In the second fiscal quarter, the revenue of Alibaba Cloud Intelligence Group was 39.82 billion yuan, up 34% year-on-year, mainly driven by the growth of public cloud business revenue, including the increase in the adoption of AI-related products, excluding the 29% increase in external commercialization revenue of Alibaba's consolidated business.</p><p>Wu Yongming, CEO of Alibaba Group, said that the group is in the investment stage, building an AI technology and infrastructure platform, as well as a large consumption platform combining life services and e-commerce, to create long-term strategic value. In the last quarter, the Group made heavy strategic investment in these areas, and its two core businesses, AI + cloud and big consumption, maintained strong growth. Strong AI demand drives further acceleration of Cloud Intelligence Group's revenue, which<strong>AI-related product revenue posts triple-digit growth for ninth consecutive quarter</strong>。</p><p>He also pointed out that in the consumption field, the expansion of real-time retail scale and the significant improvement of unit economic benefits have driven the rapid growth of monthly active consumers of Taobao app.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/46d3422b89d60076e4c9edb7bbc140de\" tg-width=\"1080\" tg-height=\"1138\"/></p><p>Alibaba's American Depositary Receipts (ADRs) rose early Tuesday before turning lower.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3b7b2744476adaf1c86ef23d35139e4e\" tg-width=\"560\" tg-height=\"240\"/></p><p>The latest research report issued by Goldman Sachs pointed out that Alibaba's share price \"opened higher and went lower\" was mainly caused by investors' new worries about e-commerce business. Goldman Sachs believes that the unexpected performance of AI + cloud business segment has strengthened the narrative and valuation revaluation driven by AI this year, but investors are more worried about e-commerce business.</p><p>Alibaba management said on the earnings call that due to the impact of more intense competition and user investment, customer management revenue (CMR) growth may slow, and EBITA (earnings before interest and taxes) of China's e-commerce business may fluctuate quarterly.</p><p>Xu Hong, chief financial officer of Alibaba, said that there will be short-term fluctuations in CMR and profits, and the base effect of payment fees and whole-station promotion will have an impact. The growth rate is expected to slow down due to the base effect from next quarter, but the primary goal is to ensure the medium-and long-term market share, and will continue to invest in consumers and merchants to promote the upgrading of the business model of e-commerce platform.</p><p>Goldman Sachs believes that Xu Hong's statement is the key to triggering the negative reaction of stock price. Behind the market worries are \"more intense e-commerce competition and user reinvestment\" and the high base period effect brought by software service fees in the same period last year.</p><p>The direction of Alibaba's stock price after the results is unknown. The following option strategies can be used for reference:</p><p><h2 id=\"id_763220772\">1. Bullish strategy: bet on the strength of AI + cloud and hedge against the uncertainty of e-commerce</h2><h2 id=\"id_616453882\">1) Call Spread – moderately bullish, low cost</h2><strong>Applicable logic:</strong></p><p><ul style=\"\"><li>The growth rate of cloud business + AI is strong (34%), and the market gives a certain premium.</p><p></li><li>However, the fluctuation of e-commerce EBITA and the decline of CMR lead to repeated stock prices, which is not suitable for aggressive bets.</p><p></li></ul><strong>Structure</strong></p><p><ul style=\"\"><li>Buy a Call expiring Dec. 26 with an exercise price of 160</p><p></li><li>Sell a Call with the same expiry date and an exercise price of 170</p><p></li></ul><a href=\"https://laohu8.com/OPT/BABA 20251226 160.0 CALL BUY 1 | BABA 20251226 170.0 CALL SELL 1\" title=\"$BABA 跨價 251226 160C/170C$  \" class=\"immutable-element\">$BABA Cross Price 251226 160C/170C$</a></p><p><strong>Profit Ways</strong></p><p><ul style=\"\"><li>Shares rose moderately above $162.83 (3.7% +) over a one-month period, reaping gains; Rise above $170 Maximum gain = $717</p><p></li><li>Low cost and controllable risk</p><p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f7e6ed8674eeaf8be1b03a1fda88528a\" tg-width=\"1170\" tg-height=\"1393\"/></p><p><strong>Suitable Situation:</strong>Alibaba's AI narrative continues, but e-commerce drags its legs → shocks are on the rise</p><p><h2 id=\"id_2277037852\">2) Diagonal Call-Bullish on AI in the long term and close Theta in the short term</h2><strong>Logic:</strong></p><p><ul style=\"\"><li>Short-term earnings under pressure, but AI investing is long-term value for long-term bullish</p><p></li><li>At the same time, the short-term fluctuation is high, and it can be sold to collect rent by Call in</p><p></li></ul><strong>Structure</strong></p><p><ul style=\"\"><li>Buy a Call expiring February 20, 2026 with a $165 exercise price</p><p></li><li>Sell a Call with a $175 exercise price that expires on Dec. 26 this year</p><p></li></ul><a href=\"https://laohu8.com/OPT/BABA 20251226 175.0 CALL SELL 1 | BABA 20260220 165.0 CALL BUY 1\" title=\"$BABA 對角價差 251226/260220 175C/165C$  \" class=\"immutable-element\">$BABA Diagonal Spread 251226/260220 175C/165C$</a></p><p><strong>Effect</strong></p><p><ul style=\"\"><li>Long-term Bullish Direction Right to Earn Big</p><p></li><li>Short-term pullbacks can also be hedged by premium</p><p></li></ul></p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bd112edccd148ebed123cf235fab92b1\" tg-width=\"1170\" tg-height=\"1375\"/></p><p><strong>Applicable scenario:</strong>Long-term optimistic about Alibaba's AI industry chain</p><p><h2 id=\"id_3497513190\">2. Bearish strategy: betting on intensified competition in e-commerce and pressure on profits</h2><h2 id=\"id_989317850\">3) Put Spread – an uncertain decline after hedging performance</h2><strong>Logic:</strong></p><p><ul style=\"\"><li>Management Warns: CMR Growth Slowing, E-commerce EBITA Fluctuating</p><p></li><li>Goldman Sachs points out: E-commerce competition causes investors to worry</p><p></li><li>The decline may not be sharp, but it is weak and volatile</p><p></li></ul><strong>Structure</strong></p><p><ul style=\"\"><li>Buy a Put expiring January 2, 2026 with an exercise price of 150;</p><p></li></ul><ul style=\"\"><li>Sell a Put expiring January 2, 2026 with an exercise price of 145</p><p></li></ul><a href=\"https://laohu8.com/OPT/BABA 20260102 145.0 PUT SELL 1 | BABA 20260102 150.0 PUT BUY 1\" title=\"$BABA 跨價 260102 145P/150P$  \" class=\"immutable-element\">$BABA Cross Price 260102 145P/150P$</a></p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/443555ecf0ccd86957f215766e2fd1d1\" tg-width=\"1170\" tg-height=\"1401\"/></p><p><strong>Advantage</strong></p><p><ul style=\"\"><li>Cost is lower than buying Put alone</p><p></li><li>Capturing a moderate pullback</p><p></li></ul><h2 id=\"id_2512710909\">4) Bearish Calendar-short-term weakness, long-term neutrality</h2><strong>Logic:</strong></p><p><ul style=\"\"><li>Short-term Profit Decline and E-commerce Competition Suppress Stock Price</p><p></li><li>Long-term AI + Cloud Support Fundamentals</p><p></li></ul><strong>Structure</strong></p><p><ul style=\"\"><li>Sell a Put expiring December 26, 2025 with an exercise price of $150</p><p></li><li>Buy a Put expiring March 20, 2026 with a $150 exercise price</p><p></li></ul><a href=\"https://laohu8.com/OPT/BABA 20251226 150.0 PUT SELL 1 | BABA 20260320 150.0 PUT BUY 1\" title=\"$BABA 跨期 251226/260320 150P/150P$  \" class=\"immutable-element\">$BABA Intertemporal 251226/260320 150P/150P$</a></p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/75723f1985fedbda99fdf7603495bde7\" tg-width=\"1170\" tg-height=\"1378\"/></p><p><strong>Effect</strong></p><p><ul style=\"\"><li>Long-Term Down → Far-Month Put Value Rising</p><p></li><li>Stock Price Don't Crash → Recent Month Put Holds Value</p><p></li></ul><h2 id=\"id_358346612\">3. Neutral strategy: suitable for the stage where \"strong AI + weak e-commerce\" leads to unclear direction</h2><h2 id=\"id_844731237\">5) Iron Condor-suitable for oscillation in unknown direction</h2><strong>Logic:</strong></p><p><ul style=\"\"><li>AI + cloud is good, but e-commerce is worried about suppressing stock price → the direction of stock price is difficult to judge</p><p></li><li>Iron Eagle is suitable for \"range shock\"</p><p></li></ul><strong>Structure</strong></p><p><ul style=\"\"><li>Sell a Call expiring November 28, 2025 with an exercise price of $167.5</p><p></li><li>Buy a Call expiring November 28, 2025 with a $172.5 exercise price</p><p></li><li>Sell a Put expiring November 28, 2025 with an exercise price of $148</p><p></li><li>Buy a Put expiring November 28, 2025 with a $143 exercise price</p><p></li></ul><a href=\"https://laohu8.com/OPT/BABA 20251128 143.0 PUT BUY 1 | BABA 20251128 148.0 PUT SELL 1 | BABA 20251128 167.5 CALL SELL 1 | BABA 20251128 172.5 CALL BUY 1\" title=\"$BABA 鐵鷹式期權 251128 143P/148P/167.5C/172.5C$  \" class=\"immutable-element\">$BABA Iron Eagle 251128 143P/148P/167.5C/172.5C$</a></p><p><strong>Effect</strong></p><p><ul style=\"\"><li>Maximize Earn Theta</p><p></li><li>Stock Price Maintains Maximum Earnings in Range</p><p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4059a0867399d0d2b576d7205db211e4\" tg-width=\"1170\" tg-height=\"1358\"/></p><p><strong>Applicable timing:</strong>High volatility and unclear direction just after earnings announcement</p><p><em>Disclaimer: Option trading has high risk characteristics, and investors need to make prudent decisions according to their own risk tolerance.</em></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>Option strategy | Alibaba's post-performance direction is unclear, these five option strategies adapt to three stock price trends</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; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOption strategy | Alibaba's post-performance direction is unclear, these five option strategies adapt to three stock price trends\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time smaller\">2025-11-26 16:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>(BABA) U.S. stocks reported second-quarter fiscal 2026 results before the market bell on Tuesday. For the quarter ended September, adjusted net profit was 10.352 billion yuan (RMB, the same below), down about 72% year-on-year.<strong>Less than expected 13.514 billion yuan</strong>。 Revenue was 247.795 billion yuan, up 5% year-on-year,<strong>Higher than expected 245.2 billion yuan</strong>Excluding the revenue from disposed businesses of Sun Art Retail and Yintai, the same-caliber revenue increased by 15%.</p><p>Although Ali's adjusted earnings were weaker than expected, AI-related and cloud businesses performed well.</p><p>In the second fiscal quarter, the revenue of Alibaba Cloud Intelligence Group was 39.82 billion yuan, up 34% year-on-year, mainly driven by the growth of public cloud business revenue, including the increase in the adoption of AI-related products, excluding the 29% increase in external commercialization revenue of Alibaba's consolidated business.</p><p>Wu Yongming, CEO of Alibaba Group, said that the group is in the investment stage, building an AI technology and infrastructure platform, as well as a large consumption platform combining life services and e-commerce, to create long-term strategic value. In the last quarter, the Group made heavy strategic investment in these areas, and its two core businesses, AI + cloud and big consumption, maintained strong growth. Strong AI demand drives further acceleration of Cloud Intelligence Group's revenue, which<strong>AI-related product revenue posts triple-digit growth for ninth consecutive quarter</strong>。</p><p>He also pointed out that in the consumption field, the expansion of real-time retail scale and the significant improvement of unit economic benefits have driven the rapid growth of monthly active consumers of Taobao app.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/46d3422b89d60076e4c9edb7bbc140de\" tg-width=\"1080\" tg-height=\"1138\"/></p><p>Alibaba's American Depositary Receipts (ADRs) rose early Tuesday before turning lower.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3b7b2744476adaf1c86ef23d35139e4e\" tg-width=\"560\" tg-height=\"240\"/></p><p>The latest research report issued by Goldman Sachs pointed out that Alibaba's share price \"opened higher and went lower\" was mainly caused by investors' new worries about e-commerce business. Goldman Sachs believes that the unexpected performance of AI + cloud business segment has strengthened the narrative and valuation revaluation driven by AI this year, but investors are more worried about e-commerce business.</p><p>Alibaba management said on the earnings call that due to the impact of more intense competition and user investment, customer management revenue (CMR) growth may slow, and EBITA (earnings before interest and taxes) of China's e-commerce business may fluctuate quarterly.</p><p>Xu Hong, chief financial officer of Alibaba, said that there will be short-term fluctuations in CMR and profits, and the base effect of payment fees and whole-station promotion will have an impact. The growth rate is expected to slow down due to the base effect from next quarter, but the primary goal is to ensure the medium-and long-term market share, and will continue to invest in consumers and merchants to promote the upgrading of the business model of e-commerce platform.</p><p>Goldman Sachs believes that Xu Hong's statement is the key to triggering the negative reaction of stock price. Behind the market worries are \"more intense e-commerce competition and user reinvestment\" and the high base period effect brought by software service fees in the same period last year.</p><p>The direction of Alibaba's stock price after the results is unknown. The following option strategies can be used for reference:</p><p><h2 id=\"id_763220772\">1. Bullish strategy: bet on the strength of AI + cloud and hedge against the uncertainty of e-commerce</h2><h2 id=\"id_616453882\">1) Call Spread – moderately bullish, low cost</h2><strong>Applicable logic:</strong></p><p><ul style=\"\"><li>The growth rate of cloud business + AI is strong (34%), and the market gives a certain premium.</p><p></li><li>However, the fluctuation of e-commerce EBITA and the decline of CMR lead to repeated stock prices, which is not suitable for aggressive bets.</p><p></li></ul><strong>Structure</strong></p><p><ul style=\"\"><li>Buy a Call expiring Dec. 26 with an exercise price of 160</p><p></li><li>Sell a Call with the same expiry date and an exercise price of 170</p><p></li></ul><a href=\"https://laohu8.com/OPT/BABA 20251226 160.0 CALL BUY 1 | BABA 20251226 170.0 CALL SELL 1\" title=\"$BABA 跨價 251226 160C/170C$  \" class=\"immutable-element\">$BABA Cross Price 251226 160C/170C$</a></p><p><strong>Profit Ways</strong></p><p><ul style=\"\"><li>Shares rose moderately above $162.83 (3.7% +) over a one-month period, reaping gains; Rise above $170 Maximum gain = $717</p><p></li><li>Low cost and controllable risk</p><p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f7e6ed8674eeaf8be1b03a1fda88528a\" tg-width=\"1170\" tg-height=\"1393\"/></p><p><strong>Suitable Situation:</strong>Alibaba's AI narrative continues, but e-commerce drags its legs → shocks are on the rise</p><p><h2 id=\"id_2277037852\">2) Diagonal Call-Bullish on AI in the long term and close Theta in the short term</h2><strong>Logic:</strong></p><p><ul style=\"\"><li>Short-term earnings under pressure, but AI investing is long-term value for long-term bullish</p><p></li><li>At the same time, the short-term fluctuation is high, and it can be sold to collect rent by Call in</p><p></li></ul><strong>Structure</strong></p><p><ul style=\"\"><li>Buy a Call expiring February 20, 2026 with a $165 exercise price</p><p></li><li>Sell a Call with a $175 exercise price that expires on Dec. 26 this year</p><p></li></ul><a href=\"https://laohu8.com/OPT/BABA 20251226 175.0 CALL SELL 1 | BABA 20260220 165.0 CALL BUY 1\" title=\"$BABA 對角價差 251226/260220 175C/165C$  \" class=\"immutable-element\">$BABA Diagonal Spread 251226/260220 175C/165C$</a></p><p><strong>Effect</strong></p><p><ul style=\"\"><li>Long-term Bullish Direction Right to Earn Big</p><p></li><li>Short-term pullbacks can also be hedged by premium</p><p></li></ul></p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bd112edccd148ebed123cf235fab92b1\" tg-width=\"1170\" tg-height=\"1375\"/></p><p><strong>Applicable scenario:</strong>Long-term optimistic about Alibaba's AI industry chain</p><p><h2 id=\"id_3497513190\">2. Bearish strategy: betting on intensified competition in e-commerce and pressure on profits</h2><h2 id=\"id_989317850\">3) Put Spread – an uncertain decline after hedging performance</h2><strong>Logic:</strong></p><p><ul style=\"\"><li>Management Warns: CMR Growth Slowing, E-commerce EBITA Fluctuating</p><p></li><li>Goldman Sachs points out: E-commerce competition causes investors to worry</p><p></li><li>The decline may not be sharp, but it is weak and volatile</p><p></li></ul><strong>Structure</strong></p><p><ul style=\"\"><li>Buy a Put expiring January 2, 2026 with an exercise price of 150;</p><p></li></ul><ul style=\"\"><li>Sell a Put expiring January 2, 2026 with an exercise price of 145</p><p></li></ul><a href=\"https://laohu8.com/OPT/BABA 20260102 145.0 PUT SELL 1 | BABA 20260102 150.0 PUT BUY 1\" title=\"$BABA 跨價 260102 145P/150P$  \" class=\"immutable-element\">$BABA Cross Price 260102 145P/150P$</a></p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/443555ecf0ccd86957f215766e2fd1d1\" tg-width=\"1170\" tg-height=\"1401\"/></p><p><strong>Advantage</strong></p><p><ul style=\"\"><li>Cost is lower than buying Put alone</p><p></li><li>Capturing a moderate pullback</p><p></li></ul><h2 id=\"id_2512710909\">4) Bearish Calendar-short-term weakness, long-term neutrality</h2><strong>Logic:</strong></p><p><ul style=\"\"><li>Short-term Profit Decline and E-commerce Competition Suppress Stock Price</p><p></li><li>Long-term AI + Cloud Support Fundamentals</p><p></li></ul><strong>Structure</strong></p><p><ul style=\"\"><li>Sell a Put expiring December 26, 2025 with an exercise price of $150</p><p></li><li>Buy a Put expiring March 20, 2026 with a $150 exercise price</p><p></li></ul><a href=\"https://laohu8.com/OPT/BABA 20251226 150.0 PUT SELL 1 | BABA 20260320 150.0 PUT BUY 1\" title=\"$BABA 跨期 251226/260320 150P/150P$  \" class=\"immutable-element\">$BABA Intertemporal 251226/260320 150P/150P$</a></p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/75723f1985fedbda99fdf7603495bde7\" tg-width=\"1170\" tg-height=\"1378\"/></p><p><strong>Effect</strong></p><p><ul style=\"\"><li>Long-Term Down → Far-Month Put Value Rising</p><p></li><li>Stock Price Don't Crash → Recent Month Put Holds Value</p><p></li></ul><h2 id=\"id_358346612\">3. Neutral strategy: suitable for the stage where \"strong AI + weak e-commerce\" leads to unclear direction</h2><h2 id=\"id_844731237\">5) Iron Condor-suitable for oscillation in unknown direction</h2><strong>Logic:</strong></p><p><ul style=\"\"><li>AI + cloud is good, but e-commerce is worried about suppressing stock price → the direction of stock price is difficult to judge</p><p></li><li>Iron Eagle is suitable for \"range shock\"</p><p></li></ul><strong>Structure</strong></p><p><ul style=\"\"><li>Sell a Call expiring November 28, 2025 with an exercise price of $167.5</p><p></li><li>Buy a Call expiring November 28, 2025 with a $172.5 exercise price</p><p></li><li>Sell a Put expiring November 28, 2025 with an exercise price of $148</p><p></li><li>Buy a Put expiring November 28, 2025 with a $143 exercise price</p><p></li></ul><a href=\"https://laohu8.com/OPT/BABA 20251128 143.0 PUT BUY 1 | BABA 20251128 148.0 PUT SELL 1 | BABA 20251128 167.5 CALL SELL 1 | BABA 20251128 172.5 CALL BUY 1\" title=\"$BABA 鐵鷹式期權 251128 143P/148P/167.5C/172.5C$  \" class=\"immutable-element\">$BABA Iron Eagle 251128 143P/148P/167.5C/172.5C$</a></p><p><strong>Effect</strong></p><p><ul style=\"\"><li>Maximize Earn Theta</p><p></li><li>Stock Price Maintains Maximum Earnings in Range</p><p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4059a0867399d0d2b576d7205db211e4\" tg-width=\"1170\" tg-height=\"1358\"/></p><p><strong>Applicable timing:</strong>High volatility and unclear direction just after earnings announcement</p><p><em>Disclaimer: Option trading has high risk characteristics, and investors need to make prudent decisions according to their own risk tolerance.</em></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/cdaaad9e458c4d356b31c767c95f7f86","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166987854","content_text":"阿里巴巴 （BABA）周二美股盘前公布2026财年第二季业绩。截至9月底止季度，经调整净利为103.52亿元（人民币，下同），同比大跌约72%，低于预期的135.14亿元。收入为2477.95亿元，同比升5%，高于预期的2452亿元，若不考虑高鑫零售和银泰的已处置业务的收入，同口径收入增长15%。虽然阿里经调整盈利逊预期，但AI相关及云业务表现佳。第二财季阿里巴巴云智能集团收入为398.2亿元，同比升34%，主要由公共云业务收入增长所带动，其中包括AI相关产品采用量的提升，不计阿里巴巴并表业务的外部商业化收入增长29%。阿里巴巴集团首席执行官吴泳铭表示，集团正处于投入阶段，构建AI技术和基础设施平台，以及生活服务与电商结合的大消费平台，创造长期战略价值。上季集团在这些领域大力战略投入， AI+云、大消费两大核心业务保持强劲增长。旺盛的AI需求推动云智能集团收入进一步加速，其中AI相关产品收入连续第九个季度实现三位数增长。他又指，在消费领域，实时零售规模扩大、单位经济效益显著改善，带动淘宝app月活跃消费者实现快速增长。阿里巴巴美国存托凭证（ADR）周二盘初上扬，随后转跌。高盛出具最新研究报个指出，阿里巴巴股价「高开低走」主要是投资人对电商业务新增忧虑所致。高盛认为，AI + 云端业务板块的超预期表现强化了今年由 AI 驱动的叙事和估值重估，但投资人对电商业务担忧增加。阿里巴巴管理层在财报电话会议上说，受到更激烈的竞争和用户投资影响，客户管理收入 (CMR) 成长可能放缓，中国电商业务的 EBITA(息税前利润)可能出现季度性波动。阿里巴巴财务长徐宏表示，CMR 和利润会出现短期波动，支付手续费和全站推广的基数效应会产生影响，下个季度起增速料将因基期效应影响而放缓，但首要目标是确保中长期市场份额，会继续投资消费者和商家，推进电商平台业务模式升级。高盛认为，徐宏这一表态是引发股价负面反应的关键，市场担忧背后是「更激烈的电商竞争和用户再投资」以及去年同期软件服务费带来的高基期效应。阿里巴巴绩后股价方向不明，以下期权策略可作参考：一、偏多策略：押注 AI + 云强势，对冲电商不确定性1）Call Spread（看涨价差）——温和看涨、成本低适用逻辑：云业务 + AI 增速强劲（34%），市场给予一定溢价。但电商 EBITA 波动、CMR 下滑导致股价反复，不适合激进押注。结构买入一张12月26日到期、行权价为160的 Call卖出一张同到期日、行权价为170的 Call‌$BABA 跨價 251226 160C/170C$  盈利方式股价一个月期间温和上涨至 162.83美元以上（3.7%+），获得收益；上涨至170美元以上收益最大=717美元成本低、风险可控适合情境： 阿里巴巴AI 叙事继续，但电商拖后腿 → 震荡偏涨2）Diagonal Call（对角看涨）——长期看好 AI、短期收 Theta逻辑：短线盈利承压，但 AI 投资是长期价值，适合远期看涨同时短期波动高，可卖近月 Call 收租结构买入一张2026年2月20日到期、行权价为165美元的 Call卖出一张今年12月26日到期、行权价为175美元的 Call‌$BABA 對角價差 251226/260220 175C/165C$  效果长期看涨方向正确可大赚短期回调也能靠收权利金对冲适用场景： 长期看好阿里巴巴AI 产业链利好二、偏空策略：押注电商竞争加剧、利润承压3）Put Spread（看跌价差）——对冲业绩后的不确定下降逻辑：管理层警告：CMR 增速放缓、电商 EBITA 波动高盛指出：电商竞争导致投资者担忧下跌可能不剧烈，但偏弱震荡结构买入一张2026年1月2日到期、行权价为150的Put；卖出一张2026年1月2日到期、行权价为145的Put‌$BABA 跨價 260102 145P/150P$  优势成本低于单买 Put捕捉中等幅度回调4）Bearish Calendar（看跌时间价差）——短期走弱、长期中性逻辑：短期利润下降与电商竞争压制股价长期 AI + 云支撑基本面结构卖出一张2025年12月26日到期、行权价为150美元的 Put买入一张2026年3月20日到期、行权价为150美元的 Put‌$BABA 跨期 251226/260320 150P/150P$  效果长期下跌 → 远月 Put 价值上升股价不崩盘 → 近月 Put 保持价值三、中性策略：适合“AI 强 + 电商弱”导致方向不明的阶段5）Iron Condor（铁鹰）——适用于震荡不明方向逻辑：AI + 云利好，但电商担忧压制股价→ 股价方向难判断铁鹰适合“区间震荡”结构卖出一张2025年11月28日到期、行权价为167.5美元的 Call买入一张2025年11月28日到期、行权价为172.5美元的 Call卖出一张2025年11月28日到期、行权价为148美元的 Put买入一张2025年11月28日到期、行权价为143美元的 Put‌$BABA 鐵鷹式期權 251128 143P/148P/167.5C/172.5C$  效果最大化赚取 Theta股价维持在区间内最大收益适用时机： 财报刚公布后，波动率高、方向不明免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。","news_type":1,"symbols_score_info":{"BABA":2}},"isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":504245941989800,"gmtCreate":1764144128093,"gmtModify":1764144130839,"author":{"id":"4227055925905922","authorId":"4227055925905922","name":"1aaa1a13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4227055925905922","authorIdStr":"4227055925905922"},"themes":[],"title":"","htmlText":"‌<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌ ‌<a href=\"https://ttm.financial/U/3524793548847434\">@T_t &nbsp;</a>‌","listText":"‌<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌ ‌<a href=\"https://ttm.financial/U/3524793548847434\">@T_t &nbsp;</a>‌","text":"‌$英伟达(NVDA)$ ‌ ‌@T_t ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504245941989800","repostId":"1186366101","repostType":4,"repost":{"id":"1186366101","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":1764135788,"share":"https://ttm.financial/m/news/1186366101?lang=en_US&edition=fundamental","pubTime":"2025-11-26 13:43","market":"us","language":"zh","title":"Kohl's staged a meme-style surge, but this time there is real positive support","url":"https://stock-news.laohu8.com/highlight/detail?id=1186366101","media":"老虎资讯综合","summary":"$柯尔百货$ 的投资者周二迎来了一次类似迷因股的暴涨行情，此前这家百货连锁店在第三季度意外实现盈利，并公布了大幅好于预期的销售表现，因为消费者持续寻找物美价廉的商品。不过，这次的暴涨是真正有基本面支撑的。Bender 表示，在表现较强的品类中，女装相较上一季度有“显著改善”，主要由青少年女装业务的加速增长推动。随着周二的上涨，Kohl’s 股价今年已上涨超过 50%。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/KSS\">Kohl's</a>Investors in (Kohl's, KSS) ushered in a meme-like surge Tuesday after the department store chain surprisingly turned a profit in the third quarter and reported substantially better-than-expected sales performance as consumers continued to look for good and affordable items.</p><p>The stock surged more than 42% on Tuesday.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/936cce3261d5b3d482a497a97315ec49\" tg-width=\"560\" tg-height=\"240\"/></p><p>Kohl's earnings came a day after the company announced the transition of interim CEO Michael Bender, who had been acting CEO for more than six months. The news also further confirms that the company's efforts to turn the tide are beginning to pay off.</p><p>\"While these results are encouraging, we remain in an environment where consumers' disposable income is under pressure and shopping is becoming more cautious,\" Bender said during the earnings call. \"This is especially evident among our low-to middle-income consumers, as well as younger consumers. These customers are becoming smarter and more seeking value.\"</p><p>\"We expect this consumer behavior to continue into the fourth quarter as we believe the macroeconomic environment will remain fraught with uncertainty,\" he added.</p><p>Bender was named interim CEO on May 1, when previous CEO Ashley Buchanan was fired for \"good reason\" and served for less than four months. The news of the appointment of a new CEO appears to be a \"shot in the arm\" for the company, as it comes about two weeks after the company's share price hit a 30-year low.</p><p>Kohl's shares on Tuesday broke through their biggest one-day gain since surging 37.6% on July 22, 2025, when the stock was embroiled in the meme stock boom. The stock has more than tripled cumulatively since hitting a 30-year low at $6.13 on April 16.</p><p>However, this surge is really supported by fundamentals. While net income fell 63.6% to $8 million in the third quarter, adjusted earnings per share after excluding non-recurring items were 10 cents, far better than analysts' expectations for a loss of 16 cents per share (FactSet data).</p><p>Although net sales fell 2.9% to $3.41 billion, it still topped the FactSet consensus estimate of $3.32 billion, marking Kohl's third consecutive quarter of sales beating expectations after the company missed expectations for 13 consecutive quarters. The third-quarter sales excess was also the largest since the second quarter of 2021, according to FactSet data.</p><p>The company also saw an increase in purchases by Kohl's credit card users, who saw sales increase by 5 percentage points from the previous quarter. \"This shows important progress towards re-engaging our core consumers,\" Bender said.</p><p>Comparable sales — sales from stores open for more than a year — fell 1.7%, but still outperformed the 3.7% drop predicted by FactSet.</p><p>\"These results directly reflect the progress we have made in our 2025 plan and reinforce our confidence that we are moving in the right direction,\" Bender said.</p><p>Among the stronger performing categories, women's clothing has \"significantly improved\" compared to the previous quarter, driven mainly by the accelerated growth of the teenage women's clothing business, Bender said. Bender says sales are also benefiting from the \"denim trend\"; Small size women's clothing continues to perform positively; And increased demand for accessories, including Sephora and the jewellery segment.</p><p>Due to inflationary pressures, Kohl's said last year that it did not offer enough low-priced private labels, after focusing more on Sephora counters and other areas of the business. The company says it has not paid enough attention to the needs of its core customers in pursuing new customers.</p><p>But signs emerged in August that these private labels were making a difference. On Tuesday, Bender said brands such as Lauren Conrad, Simply Vera Vera Wang, Tek Gear and Flex helped Kohl's perform in the men's and women's apparel business.</p><p>On Tuesday, the company raised its full-year guidance: adjusted earnings per share was raised to $1.25 to $1.45 from $0.50 to $0.80 previously; The sales growth forecast was raised from a 5% to 6% decline to a 3.5% to 4% decline; Comparable sales estimates were revised up to a decrease of 2.5% to 3% from a decrease of 4% to 5%.</p><p>With Tuesday's rally, Kohl's shares have risen more than 50% this year (2025).</p><p>Elsewhere in the retail sector, discount retailers are also enjoying a wave of consumers seeking low prices — not just the lower-income groups most affected by stubborn inflation and a weak job market. The latest earnings reports from discount and low-priced retailers such as TJ Maxx parent TJX and Walmart WMT show that even consumers in high-income households are looking for ways to lower their spending.</p><p>David Silverman, senior director of Fitch Ratings, said in emailed comments Tuesday that Kohl's decline appears to be easing, but problems remain.</p><p>\"Kohl's faces numerous headwinds, including external challenges such as volatile consumer sentiment, the impact of tariffs on apparel prices and margins, and enforcement issues in merchandise management, value perception, and customer service,\" he said.</p><p>\"The company has laid out priorities to address issues caused internally, and the small top-line improvement seen in the third quarter could be an early sign of success,\" he added.</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>Kohl's staged a meme-style surge, but this time there is real positive support</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\">\nKohl's staged a meme-style surge, but this time there is real positive support\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\">2025-11-26 13:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/KSS\">Kohl's</a>Investors in (Kohl's, KSS) ushered in a meme-like surge Tuesday after the department store chain surprisingly turned a profit in the third quarter and reported substantially better-than-expected sales performance as consumers continued to look for good and affordable items.</p><p>The stock surged more than 42% on Tuesday.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/936cce3261d5b3d482a497a97315ec49\" tg-width=\"560\" tg-height=\"240\"/></p><p>Kohl's earnings came a day after the company announced the transition of interim CEO Michael Bender, who had been acting CEO for more than six months. The news also further confirms that the company's efforts to turn the tide are beginning to pay off.</p><p>\"While these results are encouraging, we remain in an environment where consumers' disposable income is under pressure and shopping is becoming more cautious,\" Bender said during the earnings call. \"This is especially evident among our low-to middle-income consumers, as well as younger consumers. These customers are becoming smarter and more seeking value.\"</p><p>\"We expect this consumer behavior to continue into the fourth quarter as we believe the macroeconomic environment will remain fraught with uncertainty,\" he added.</p><p>Bender was named interim CEO on May 1, when previous CEO Ashley Buchanan was fired for \"good reason\" and served for less than four months. The news of the appointment of a new CEO appears to be a \"shot in the arm\" for the company, as it comes about two weeks after the company's share price hit a 30-year low.</p><p>Kohl's shares on Tuesday broke through their biggest one-day gain since surging 37.6% on July 22, 2025, when the stock was embroiled in the meme stock boom. The stock has more than tripled cumulatively since hitting a 30-year low at $6.13 on April 16.</p><p>However, this surge is really supported by fundamentals. While net income fell 63.6% to $8 million in the third quarter, adjusted earnings per share after excluding non-recurring items were 10 cents, far better than analysts' expectations for a loss of 16 cents per share (FactSet data).</p><p>Although net sales fell 2.9% to $3.41 billion, it still topped the FactSet consensus estimate of $3.32 billion, marking Kohl's third consecutive quarter of sales beating expectations after the company missed expectations for 13 consecutive quarters. The third-quarter sales excess was also the largest since the second quarter of 2021, according to FactSet data.</p><p>The company also saw an increase in purchases by Kohl's credit card users, who saw sales increase by 5 percentage points from the previous quarter. \"This shows important progress towards re-engaging our core consumers,\" Bender said.</p><p>Comparable sales — sales from stores open for more than a year — fell 1.7%, but still outperformed the 3.7% drop predicted by FactSet.</p><p>\"These results directly reflect the progress we have made in our 2025 plan and reinforce our confidence that we are moving in the right direction,\" Bender said.</p><p>Among the stronger performing categories, women's clothing has \"significantly improved\" compared to the previous quarter, driven mainly by the accelerated growth of the teenage women's clothing business, Bender said. Bender says sales are also benefiting from the \"denim trend\"; Small size women's clothing continues to perform positively; And increased demand for accessories, including Sephora and the jewellery segment.</p><p>Due to inflationary pressures, Kohl's said last year that it did not offer enough low-priced private labels, after focusing more on Sephora counters and other areas of the business. The company says it has not paid enough attention to the needs of its core customers in pursuing new customers.</p><p>But signs emerged in August that these private labels were making a difference. On Tuesday, Bender said brands such as Lauren Conrad, Simply Vera Vera Wang, Tek Gear and Flex helped Kohl's perform in the men's and women's apparel business.</p><p>On Tuesday, the company raised its full-year guidance: adjusted earnings per share was raised to $1.25 to $1.45 from $0.50 to $0.80 previously; The sales growth forecast was raised from a 5% to 6% decline to a 3.5% to 4% decline; Comparable sales estimates were revised up to a decrease of 2.5% to 3% from a decrease of 4% to 5%.</p><p>With Tuesday's rally, Kohl's shares have risen more than 50% this year (2025).</p><p>Elsewhere in the retail sector, discount retailers are also enjoying a wave of consumers seeking low prices — not just the lower-income groups most affected by stubborn inflation and a weak job market. The latest earnings reports from discount and low-priced retailers such as TJ Maxx parent TJX and Walmart WMT show that even consumers in high-income households are looking for ways to lower their spending.</p><p>David Silverman, senior director of Fitch Ratings, said in emailed comments Tuesday that Kohl's decline appears to be easing, but problems remain.</p><p>\"Kohl's faces numerous headwinds, including external challenges such as volatile consumer sentiment, the impact of tariffs on apparel prices and margins, and enforcement issues in merchandise management, value perception, and customer service,\" he said.</p><p>\"The company has laid out priorities to address issues caused internally, and the small top-line improvement seen in the third quarter could be an early sign of success,\" he added.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/179aed75481fb252e7cf8865a0b3c918","relate_stocks":{"KSS":"柯尔百货","MEME":"Roundhill Meme Stock ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186366101","content_text":"柯尔百货 （Kohl’s ，KSS）的投资者周二迎来了一次类似迷因股的暴涨行情，此前这家百货连锁店在第三季度意外实现盈利，并公布了大幅好于预期的销售表现，因为消费者持续寻找物美价廉的商品。该股周二飙涨逾42%。Kohl’s 的财报发布在公司宣布临时 CEO Michael Bender 转正后的第二天，此前他已经担任代理 CEO 超过六个月。这些消息也进一步确认公司的扭转局势努力开始见效。“虽然这些结果令人鼓舞，但我们依然处于一个消费者可支配收入受压、购物变得愈发谨慎的环境中。”Bender 在财报电话会上说。“这在我们低收入至中等收入消费者以及年轻消费者中尤为明显。这些顾客变得越来越聪明，对价值的追求更强。”“我们预计这种消费者行为将持续到第四季度，因为我们相信宏观经济环境仍将充满不确定性。”他补充道。Bender 于 5 月 1 日被任命为临时 CEO，当时前任 CEO Ashley Buchanan 因“理由充分”被解雇，并且任期不足四个月。任命新 CEO 的消息似乎给公司带来了一股“强心针”，因为这发生在公司股价创下 30 年低点后大约两周。周二的 Kohl’s 股价突破了自 2025 年 7 月 22 日大涨 37.6% 以来的最大单日涨幅，当时该股曾卷入meme股热潮之中。自 4 月 16 日以 6.13 美元创下 30 年新低以来，该股已累计上涨超过两倍。不过，这次的暴涨是真正有基本面支撑的。虽然三季度净利润下降 63.6% 至 800 万美元，但剔除非经常性项目后的调整后每股收益为 10 美分，远好于分析师预期的每股亏损 16 美分（FactSet 数据）。尽管净销售额下降 2.9% 至 34.1 亿美元，但仍高于 FactSet 一致预期的 33.2 亿美元，这是 Kohl’s 连续第三个季度销售超预期，此前公司曾连续 13 个季度未能达到预期。根据 FactSet 数据，三季度的销售超额幅度也是自 2021 年第二季度以来最大。公司还看到 Kohl’s 信用卡用户的购买量增加，该类顾客的销售额较上一季度提升了 5 个百分点。Bender 表示：“这显示我们在重新吸引核心消费者方面取得了重要进展。”可比销售（开业超过一年的商店销售）下降 1.7%，但仍优于 FactSet 所预测的 3.7% 的降幅。Bender 表示：“这些业绩直接体现了我们在 2025 计划中取得的进展，强化了我们在正确方向前进的信心。”Bender 表示，在表现较强的品类中，女装相较上一季度有“显著改善”，主要由青少年女装业务的加速增长推动。Bender说销售也受益于“牛仔趋势”；小码女装持续正面表现；以及饰品（包括 Sephora 和珠宝部门）的需求增长。由于通胀压力，Kohl’s 去年曾表示，公司没有提供足够多的低价自有品牌，而此前公司更多地把注意力放在 Sephora 专柜和业务的其他领域。公司表示，在追求新客户的过程中，它对核心客户的需求关注不够。但迹象在 8 月出现，这些自有品牌正在发挥作用。周二，Bender 表示，Lauren Conrad、Simply Vera Vera Wang、Tek Gear 和 Flex 等品牌帮助了 Kohl’s 在男女服装业务中的表现。周二公司上调了全年业绩指引：调整后每股收益从此前的 0.50 至 0.80 美元，上调至 1.25 至 1.45 美元；销售增速预期从下降 5% 至 6% 上调为下降 3.5% 至 4%；可比销售预期从下降 4% 至 5% 上调为下降 2.5% 至 3%。随着周二的上涨，Kohl’s 股价今年（2025 年）已上涨超过 50%。在零售行业的其他部分，折扣零售商也正享受一波消费者寻求低价的趋势——不仅限于受到顽固通胀和就业市场疲软影响最大的低收入群体。来自折扣和低价零售商（如 TJ Maxx 母公司 TJX 和沃尔玛 WMT）的最新财报显示，即使是高收入家庭的消费者也在寻找降低支出的方法。惠誉评级（Fitch Ratings）高级主管 David Silverman 在周二的邮件评论中表示，Kohl’s 的下滑似乎正在缓和，但问题依然存在。“Kohl’s 面临诸多逆风，包括消费者情绪波动、关税对服装价格和利润的影响等外部挑战，以及商品管理、价值感知和客户服务方面的执行问题。”他说。“公司已经制定了优先事项，以解决内部造成的问题，而第三季度看到的小幅营收改善可能是早期成功的迹象。”他补充道。","news_type":1,"symbols_score_info":{"MEME":1.1,"KSS":2}},"isVote":1,"tweetType":1,"viewCount":1274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":504245745259048,"gmtCreate":1764144081575,"gmtModify":1764144084832,"author":{"id":"4227055925905922","authorId":"4227055925905922","name":"1aaa1a13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4227055925905922","authorIdStr":"4227055925905922"},"themes":[],"title":"","htmlText":"11111","listText":"11111","text":"11111","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504245745259048","repostId":"1186366101","repostType":4,"repost":{"id":"1186366101","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":1764135788,"share":"https://ttm.financial/m/news/1186366101?lang=en_US&edition=fundamental","pubTime":"2025-11-26 13:43","market":"us","language":"zh","title":"Kohl's staged a meme-style surge, but this time there is real positive support","url":"https://stock-news.laohu8.com/highlight/detail?id=1186366101","media":"老虎资讯综合","summary":"$柯尔百货$ 的投资者周二迎来了一次类似迷因股的暴涨行情，此前这家百货连锁店在第三季度意外实现盈利，并公布了大幅好于预期的销售表现，因为消费者持续寻找物美价廉的商品。不过，这次的暴涨是真正有基本面支撑的。Bender 表示，在表现较强的品类中，女装相较上一季度有“显著改善”，主要由青少年女装业务的加速增长推动。随着周二的上涨，Kohl’s 股价今年已上涨超过 50%。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/KSS\">Kohl's</a>Investors in (Kohl's, KSS) ushered in a meme-like surge Tuesday after the department store chain surprisingly turned a profit in the third quarter and reported substantially better-than-expected sales performance as consumers continued to look for good and affordable items.</p><p>The stock surged more than 42% on Tuesday.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/936cce3261d5b3d482a497a97315ec49\" tg-width=\"560\" tg-height=\"240\"/></p><p>Kohl's earnings came a day after the company announced the transition of interim CEO Michael Bender, who had been acting CEO for more than six months. The news also further confirms that the company's efforts to turn the tide are beginning to pay off.</p><p>\"While these results are encouraging, we remain in an environment where consumers' disposable income is under pressure and shopping is becoming more cautious,\" Bender said during the earnings call. \"This is especially evident among our low-to middle-income consumers, as well as younger consumers. These customers are becoming smarter and more seeking value.\"</p><p>\"We expect this consumer behavior to continue into the fourth quarter as we believe the macroeconomic environment will remain fraught with uncertainty,\" he added.</p><p>Bender was named interim CEO on May 1, when previous CEO Ashley Buchanan was fired for \"good reason\" and served for less than four months. The news of the appointment of a new CEO appears to be a \"shot in the arm\" for the company, as it comes about two weeks after the company's share price hit a 30-year low.</p><p>Kohl's shares on Tuesday broke through their biggest one-day gain since surging 37.6% on July 22, 2025, when the stock was embroiled in the meme stock boom. The stock has more than tripled cumulatively since hitting a 30-year low at $6.13 on April 16.</p><p>However, this surge is really supported by fundamentals. While net income fell 63.6% to $8 million in the third quarter, adjusted earnings per share after excluding non-recurring items were 10 cents, far better than analysts' expectations for a loss of 16 cents per share (FactSet data).</p><p>Although net sales fell 2.9% to $3.41 billion, it still topped the FactSet consensus estimate of $3.32 billion, marking Kohl's third consecutive quarter of sales beating expectations after the company missed expectations for 13 consecutive quarters. The third-quarter sales excess was also the largest since the second quarter of 2021, according to FactSet data.</p><p>The company also saw an increase in purchases by Kohl's credit card users, who saw sales increase by 5 percentage points from the previous quarter. \"This shows important progress towards re-engaging our core consumers,\" Bender said.</p><p>Comparable sales — sales from stores open for more than a year — fell 1.7%, but still outperformed the 3.7% drop predicted by FactSet.</p><p>\"These results directly reflect the progress we have made in our 2025 plan and reinforce our confidence that we are moving in the right direction,\" Bender said.</p><p>Among the stronger performing categories, women's clothing has \"significantly improved\" compared to the previous quarter, driven mainly by the accelerated growth of the teenage women's clothing business, Bender said. Bender says sales are also benefiting from the \"denim trend\"; Small size women's clothing continues to perform positively; And increased demand for accessories, including Sephora and the jewellery segment.</p><p>Due to inflationary pressures, Kohl's said last year that it did not offer enough low-priced private labels, after focusing more on Sephora counters and other areas of the business. The company says it has not paid enough attention to the needs of its core customers in pursuing new customers.</p><p>But signs emerged in August that these private labels were making a difference. On Tuesday, Bender said brands such as Lauren Conrad, Simply Vera Vera Wang, Tek Gear and Flex helped Kohl's perform in the men's and women's apparel business.</p><p>On Tuesday, the company raised its full-year guidance: adjusted earnings per share was raised to $1.25 to $1.45 from $0.50 to $0.80 previously; The sales growth forecast was raised from a 5% to 6% decline to a 3.5% to 4% decline; Comparable sales estimates were revised up to a decrease of 2.5% to 3% from a decrease of 4% to 5%.</p><p>With Tuesday's rally, Kohl's shares have risen more than 50% this year (2025).</p><p>Elsewhere in the retail sector, discount retailers are also enjoying a wave of consumers seeking low prices — not just the lower-income groups most affected by stubborn inflation and a weak job market. The latest earnings reports from discount and low-priced retailers such as TJ Maxx parent TJX and Walmart WMT show that even consumers in high-income households are looking for ways to lower their spending.</p><p>David Silverman, senior director of Fitch Ratings, said in emailed comments Tuesday that Kohl's decline appears to be easing, but problems remain.</p><p>\"Kohl's faces numerous headwinds, including external challenges such as volatile consumer sentiment, the impact of tariffs on apparel prices and margins, and enforcement issues in merchandise management, value perception, and customer service,\" he said.</p><p>\"The company has laid out priorities to address issues caused internally, and the small top-line improvement seen in the third quarter could be an early sign of success,\" he added.</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>Kohl's staged a meme-style surge, but this time there is real positive support</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\">\nKohl's staged a meme-style surge, but this time there is real positive support\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\">2025-11-26 13:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/KSS\">Kohl's</a>Investors in (Kohl's, KSS) ushered in a meme-like surge Tuesday after the department store chain surprisingly turned a profit in the third quarter and reported substantially better-than-expected sales performance as consumers continued to look for good and affordable items.</p><p>The stock surged more than 42% on Tuesday.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/936cce3261d5b3d482a497a97315ec49\" tg-width=\"560\" tg-height=\"240\"/></p><p>Kohl's earnings came a day after the company announced the transition of interim CEO Michael Bender, who had been acting CEO for more than six months. The news also further confirms that the company's efforts to turn the tide are beginning to pay off.</p><p>\"While these results are encouraging, we remain in an environment where consumers' disposable income is under pressure and shopping is becoming more cautious,\" Bender said during the earnings call. \"This is especially evident among our low-to middle-income consumers, as well as younger consumers. These customers are becoming smarter and more seeking value.\"</p><p>\"We expect this consumer behavior to continue into the fourth quarter as we believe the macroeconomic environment will remain fraught with uncertainty,\" he added.</p><p>Bender was named interim CEO on May 1, when previous CEO Ashley Buchanan was fired for \"good reason\" and served for less than four months. The news of the appointment of a new CEO appears to be a \"shot in the arm\" for the company, as it comes about two weeks after the company's share price hit a 30-year low.</p><p>Kohl's shares on Tuesday broke through their biggest one-day gain since surging 37.6% on July 22, 2025, when the stock was embroiled in the meme stock boom. The stock has more than tripled cumulatively since hitting a 30-year low at $6.13 on April 16.</p><p>However, this surge is really supported by fundamentals. While net income fell 63.6% to $8 million in the third quarter, adjusted earnings per share after excluding non-recurring items were 10 cents, far better than analysts' expectations for a loss of 16 cents per share (FactSet data).</p><p>Although net sales fell 2.9% to $3.41 billion, it still topped the FactSet consensus estimate of $3.32 billion, marking Kohl's third consecutive quarter of sales beating expectations after the company missed expectations for 13 consecutive quarters. The third-quarter sales excess was also the largest since the second quarter of 2021, according to FactSet data.</p><p>The company also saw an increase in purchases by Kohl's credit card users, who saw sales increase by 5 percentage points from the previous quarter. \"This shows important progress towards re-engaging our core consumers,\" Bender said.</p><p>Comparable sales — sales from stores open for more than a year — fell 1.7%, but still outperformed the 3.7% drop predicted by FactSet.</p><p>\"These results directly reflect the progress we have made in our 2025 plan and reinforce our confidence that we are moving in the right direction,\" Bender said.</p><p>Among the stronger performing categories, women's clothing has \"significantly improved\" compared to the previous quarter, driven mainly by the accelerated growth of the teenage women's clothing business, Bender said. Bender says sales are also benefiting from the \"denim trend\"; Small size women's clothing continues to perform positively; And increased demand for accessories, including Sephora and the jewellery segment.</p><p>Due to inflationary pressures, Kohl's said last year that it did not offer enough low-priced private labels, after focusing more on Sephora counters and other areas of the business. The company says it has not paid enough attention to the needs of its core customers in pursuing new customers.</p><p>But signs emerged in August that these private labels were making a difference. On Tuesday, Bender said brands such as Lauren Conrad, Simply Vera Vera Wang, Tek Gear and Flex helped Kohl's perform in the men's and women's apparel business.</p><p>On Tuesday, the company raised its full-year guidance: adjusted earnings per share was raised to $1.25 to $1.45 from $0.50 to $0.80 previously; The sales growth forecast was raised from a 5% to 6% decline to a 3.5% to 4% decline; Comparable sales estimates were revised up to a decrease of 2.5% to 3% from a decrease of 4% to 5%.</p><p>With Tuesday's rally, Kohl's shares have risen more than 50% this year (2025).</p><p>Elsewhere in the retail sector, discount retailers are also enjoying a wave of consumers seeking low prices — not just the lower-income groups most affected by stubborn inflation and a weak job market. The latest earnings reports from discount and low-priced retailers such as TJ Maxx parent TJX and Walmart WMT show that even consumers in high-income households are looking for ways to lower their spending.</p><p>David Silverman, senior director of Fitch Ratings, said in emailed comments Tuesday that Kohl's decline appears to be easing, but problems remain.</p><p>\"Kohl's faces numerous headwinds, including external challenges such as volatile consumer sentiment, the impact of tariffs on apparel prices and margins, and enforcement issues in merchandise management, value perception, and customer service,\" he said.</p><p>\"The company has laid out priorities to address issues caused internally, and the small top-line improvement seen in the third quarter could be an early sign of success,\" he added.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/179aed75481fb252e7cf8865a0b3c918","relate_stocks":{"KSS":"柯尔百货","MEME":"Roundhill Meme Stock ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186366101","content_text":"柯尔百货 （Kohl’s ，KSS）的投资者周二迎来了一次类似迷因股的暴涨行情，此前这家百货连锁店在第三季度意外实现盈利，并公布了大幅好于预期的销售表现，因为消费者持续寻找物美价廉的商品。该股周二飙涨逾42%。Kohl’s 的财报发布在公司宣布临时 CEO Michael Bender 转正后的第二天，此前他已经担任代理 CEO 超过六个月。这些消息也进一步确认公司的扭转局势努力开始见效。“虽然这些结果令人鼓舞，但我们依然处于一个消费者可支配收入受压、购物变得愈发谨慎的环境中。”Bender 在财报电话会上说。“这在我们低收入至中等收入消费者以及年轻消费者中尤为明显。这些顾客变得越来越聪明，对价值的追求更强。”“我们预计这种消费者行为将持续到第四季度，因为我们相信宏观经济环境仍将充满不确定性。”他补充道。Bender 于 5 月 1 日被任命为临时 CEO，当时前任 CEO Ashley Buchanan 因“理由充分”被解雇，并且任期不足四个月。任命新 CEO 的消息似乎给公司带来了一股“强心针”，因为这发生在公司股价创下 30 年低点后大约两周。周二的 Kohl’s 股价突破了自 2025 年 7 月 22 日大涨 37.6% 以来的最大单日涨幅，当时该股曾卷入meme股热潮之中。自 4 月 16 日以 6.13 美元创下 30 年新低以来，该股已累计上涨超过两倍。不过，这次的暴涨是真正有基本面支撑的。虽然三季度净利润下降 63.6% 至 800 万美元，但剔除非经常性项目后的调整后每股收益为 10 美分，远好于分析师预期的每股亏损 16 美分（FactSet 数据）。尽管净销售额下降 2.9% 至 34.1 亿美元，但仍高于 FactSet 一致预期的 33.2 亿美元，这是 Kohl’s 连续第三个季度销售超预期，此前公司曾连续 13 个季度未能达到预期。根据 FactSet 数据，三季度的销售超额幅度也是自 2021 年第二季度以来最大。公司还看到 Kohl’s 信用卡用户的购买量增加，该类顾客的销售额较上一季度提升了 5 个百分点。Bender 表示：“这显示我们在重新吸引核心消费者方面取得了重要进展。”可比销售（开业超过一年的商店销售）下降 1.7%，但仍优于 FactSet 所预测的 3.7% 的降幅。Bender 表示：“这些业绩直接体现了我们在 2025 计划中取得的进展，强化了我们在正确方向前进的信心。”Bender 表示，在表现较强的品类中，女装相较上一季度有“显著改善”，主要由青少年女装业务的加速增长推动。Bender说销售也受益于“牛仔趋势”；小码女装持续正面表现；以及饰品（包括 Sephora 和珠宝部门）的需求增长。由于通胀压力，Kohl’s 去年曾表示，公司没有提供足够多的低价自有品牌，而此前公司更多地把注意力放在 Sephora 专柜和业务的其他领域。公司表示，在追求新客户的过程中，它对核心客户的需求关注不够。但迹象在 8 月出现，这些自有品牌正在发挥作用。周二，Bender 表示，Lauren Conrad、Simply Vera Vera Wang、Tek Gear 和 Flex 等品牌帮助了 Kohl’s 在男女服装业务中的表现。周二公司上调了全年业绩指引：调整后每股收益从此前的 0.50 至 0.80 美元，上调至 1.25 至 1.45 美元；销售增速预期从下降 5% 至 6% 上调为下降 3.5% 至 4%；可比销售预期从下降 4% 至 5% 上调为下降 2.5% 至 3%。随着周二的上涨，Kohl’s 股价今年（2025 年）已上涨超过 50%。在零售行业的其他部分，折扣零售商也正享受一波消费者寻求低价的趋势——不仅限于受到顽固通胀和就业市场疲软影响最大的低收入群体。来自折扣和低价零售商（如 TJ Maxx 母公司 TJX 和沃尔玛 WMT）的最新财报显示，即使是高收入家庭的消费者也在寻找降低支出的方法。惠誉评级（Fitch Ratings）高级主管 David Silverman 在周二的邮件评论中表示，Kohl’s 的下滑似乎正在缓和，但问题依然存在。“Kohl’s 面临诸多逆风，包括消费者情绪波动、关税对服装价格和利润的影响等外部挑战，以及商品管理、价值感知和客户服务方面的执行问题。”他说。“公司已经制定了优先事项，以解决内部造成的问题，而第三季度看到的小幅营收改善可能是早期成功的迹象。”他补充道。","news_type":1,"symbols_score_info":{"MEME":1.1,"KSS":2}},"isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503721471435520,"gmtCreate":1764002074641,"gmtModify":1764002077623,"author":{"id":"4227055925905922","authorId":"4227055925905922","name":"1aaa1a13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4227055925905922","authorIdStr":"4227055925905922"},"themes":[],"htmlText":"123123","listText":"123123","text":"123123","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503721471435520","repostId":"503719593558448","repostType":1,"repost":{"id":503719593558448,"gmtCreate":1764001702769,"gmtModify":1764004910451,"author":{"id":"4227055925905922","authorId":"4227055925905922","name":"1aaa1a13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4227055925905922","authorIdStr":"4227055925905922"},"themes":[],"title":"123123123","htmlText":"\n 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13:43","market":"us","language":"zh","title":"Kohl's staged a meme-style surge, but this time there is real positive support","url":"https://stock-news.laohu8.com/highlight/detail?id=1186366101","media":"老虎资讯综合","summary":"$柯尔百货$ 的投资者周二迎来了一次类似迷因股的暴涨行情，此前这家百货连锁店在第三季度意外实现盈利，并公布了大幅好于预期的销售表现，因为消费者持续寻找物美价廉的商品。不过，这次的暴涨是真正有基本面支撑的。Bender 表示，在表现较强的品类中，女装相较上一季度有“显著改善”，主要由青少年女装业务的加速增长推动。随着周二的上涨，Kohl’s 股价今年已上涨超过 50%。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/KSS\">Kohl's</a>Investors in (Kohl's, KSS) ushered in a meme-like surge Tuesday after the department store chain surprisingly turned a profit in the third quarter and reported substantially better-than-expected sales performance as consumers continued to look for good and affordable items.</p><p>The stock surged more than 42% on Tuesday.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/936cce3261d5b3d482a497a97315ec49\" tg-width=\"560\" tg-height=\"240\"/></p><p>Kohl's earnings came a day after the company announced the transition of interim CEO Michael Bender, who had been acting CEO for more than six months. The news also further confirms that the company's efforts to turn the tide are beginning to pay off.</p><p>\"While these results are encouraging, we remain in an environment where consumers' disposable income is under pressure and shopping is becoming more cautious,\" Bender said during the earnings call. \"This is especially evident among our low-to middle-income consumers, as well as younger consumers. These customers are becoming smarter and more seeking value.\"</p><p>\"We expect this consumer behavior to continue into the fourth quarter as we believe the macroeconomic environment will remain fraught with uncertainty,\" he added.</p><p>Bender was named interim CEO on May 1, when previous CEO Ashley Buchanan was fired for \"good reason\" and served for less than four months. The news of the appointment of a new CEO appears to be a \"shot in the arm\" for the company, as it comes about two weeks after the company's share price hit a 30-year low.</p><p>Kohl's shares on Tuesday broke through their biggest one-day gain since surging 37.6% on July 22, 2025, when the stock was embroiled in the meme stock boom. The stock has more than tripled cumulatively since hitting a 30-year low at $6.13 on April 16.</p><p>However, this surge is really supported by fundamentals. While net income fell 63.6% to $8 million in the third quarter, adjusted earnings per share after excluding non-recurring items were 10 cents, far better than analysts' expectations for a loss of 16 cents per share (FactSet data).</p><p>Although net sales fell 2.9% to $3.41 billion, it still topped the FactSet consensus estimate of $3.32 billion, marking Kohl's third consecutive quarter of sales beating expectations after the company missed expectations for 13 consecutive quarters. The third-quarter sales excess was also the largest since the second quarter of 2021, according to FactSet data.</p><p>The company also saw an increase in purchases by Kohl's credit card users, who saw sales increase by 5 percentage points from the previous quarter. \"This shows important progress towards re-engaging our core consumers,\" Bender said.</p><p>Comparable sales — sales from stores open for more than a year — fell 1.7%, but still outperformed the 3.7% drop predicted by FactSet.</p><p>\"These results directly reflect the progress we have made in our 2025 plan and reinforce our confidence that we are moving in the right direction,\" Bender said.</p><p>Among the stronger performing categories, women's clothing has \"significantly improved\" compared to the previous quarter, driven mainly by the accelerated growth of the teenage women's clothing business, Bender said. Bender says sales are also benefiting from the \"denim trend\"; Small size women's clothing continues to perform positively; And increased demand for accessories, including Sephora and the jewellery segment.</p><p>Due to inflationary pressures, Kohl's said last year that it did not offer enough low-priced private labels, after focusing more on Sephora counters and other areas of the business. The company says it has not paid enough attention to the needs of its core customers in pursuing new customers.</p><p>But signs emerged in August that these private labels were making a difference. On Tuesday, Bender said brands such as Lauren Conrad, Simply Vera Vera Wang, Tek Gear and Flex helped Kohl's perform in the men's and women's apparel business.</p><p>On Tuesday, the company raised its full-year guidance: adjusted earnings per share was raised to $1.25 to $1.45 from $0.50 to $0.80 previously; The sales growth forecast was raised from a 5% to 6% decline to a 3.5% to 4% decline; Comparable sales estimates were revised up to a decrease of 2.5% to 3% from a decrease of 4% to 5%.</p><p>With Tuesday's rally, Kohl's shares have risen more than 50% this year (2025).</p><p>Elsewhere in the retail sector, discount retailers are also enjoying a wave of consumers seeking low prices — not just the lower-income groups most affected by stubborn inflation and a weak job market. The latest earnings reports from discount and low-priced retailers such as TJ Maxx parent TJX and Walmart WMT show that even consumers in high-income households are looking for ways to lower their spending.</p><p>David Silverman, senior director of Fitch Ratings, said in emailed comments Tuesday that Kohl's decline appears to be easing, but problems remain.</p><p>\"Kohl's faces numerous headwinds, including external challenges such as volatile consumer sentiment, the impact of tariffs on apparel prices and margins, and enforcement issues in merchandise management, value perception, and customer service,\" he said.</p><p>\"The company has laid out priorities to address issues caused internally, and the small top-line improvement seen in the third quarter could be an early sign of success,\" he added.</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>Kohl's staged a meme-style surge, but this time there is real positive support</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\">\nKohl's staged a meme-style surge, but this time there is real positive support\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\">2025-11-26 13:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/KSS\">Kohl's</a>Investors in (Kohl's, KSS) ushered in a meme-like surge Tuesday after the department store chain surprisingly turned a profit in the third quarter and reported substantially better-than-expected sales performance as consumers continued to look for good and affordable items.</p><p>The stock surged more than 42% on Tuesday.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/936cce3261d5b3d482a497a97315ec49\" tg-width=\"560\" tg-height=\"240\"/></p><p>Kohl's earnings came a day after the company announced the transition of interim CEO Michael Bender, who had been acting CEO for more than six months. The news also further confirms that the company's efforts to turn the tide are beginning to pay off.</p><p>\"While these results are encouraging, we remain in an environment where consumers' disposable income is under pressure and shopping is becoming more cautious,\" Bender said during the earnings call. \"This is especially evident among our low-to middle-income consumers, as well as younger consumers. These customers are becoming smarter and more seeking value.\"</p><p>\"We expect this consumer behavior to continue into the fourth quarter as we believe the macroeconomic environment will remain fraught with uncertainty,\" he added.</p><p>Bender was named interim CEO on May 1, when previous CEO Ashley Buchanan was fired for \"good reason\" and served for less than four months. The news of the appointment of a new CEO appears to be a \"shot in the arm\" for the company, as it comes about two weeks after the company's share price hit a 30-year low.</p><p>Kohl's shares on Tuesday broke through their biggest one-day gain since surging 37.6% on July 22, 2025, when the stock was embroiled in the meme stock boom. The stock has more than tripled cumulatively since hitting a 30-year low at $6.13 on April 16.</p><p>However, this surge is really supported by fundamentals. While net income fell 63.6% to $8 million in the third quarter, adjusted earnings per share after excluding non-recurring items were 10 cents, far better than analysts' expectations for a loss of 16 cents per share (FactSet data).</p><p>Although net sales fell 2.9% to $3.41 billion, it still topped the FactSet consensus estimate of $3.32 billion, marking Kohl's third consecutive quarter of sales beating expectations after the company missed expectations for 13 consecutive quarters. The third-quarter sales excess was also the largest since the second quarter of 2021, according to FactSet data.</p><p>The company also saw an increase in purchases by Kohl's credit card users, who saw sales increase by 5 percentage points from the previous quarter. \"This shows important progress towards re-engaging our core consumers,\" Bender said.</p><p>Comparable sales — sales from stores open for more than a year — fell 1.7%, but still outperformed the 3.7% drop predicted by FactSet.</p><p>\"These results directly reflect the progress we have made in our 2025 plan and reinforce our confidence that we are moving in the right direction,\" Bender said.</p><p>Among the stronger performing categories, women's clothing has \"significantly improved\" compared to the previous quarter, driven mainly by the accelerated growth of the teenage women's clothing business, Bender said. Bender says sales are also benefiting from the \"denim trend\"; Small size women's clothing continues to perform positively; And increased demand for accessories, including Sephora and the jewellery segment.</p><p>Due to inflationary pressures, Kohl's said last year that it did not offer enough low-priced private labels, after focusing more on Sephora counters and other areas of the business. The company says it has not paid enough attention to the needs of its core customers in pursuing new customers.</p><p>But signs emerged in August that these private labels were making a difference. On Tuesday, Bender said brands such as Lauren Conrad, Simply Vera Vera Wang, Tek Gear and Flex helped Kohl's perform in the men's and women's apparel business.</p><p>On Tuesday, the company raised its full-year guidance: adjusted earnings per share was raised to $1.25 to $1.45 from $0.50 to $0.80 previously; The sales growth forecast was raised from a 5% to 6% decline to a 3.5% to 4% decline; Comparable sales estimates were revised up to a decrease of 2.5% to 3% from a decrease of 4% to 5%.</p><p>With Tuesday's rally, Kohl's shares have risen more than 50% this year (2025).</p><p>Elsewhere in the retail sector, discount retailers are also enjoying a wave of consumers seeking low prices — not just the lower-income groups most affected by stubborn inflation and a weak job market. The latest earnings reports from discount and low-priced retailers such as TJ Maxx parent TJX and Walmart WMT show that even consumers in high-income households are looking for ways to lower their spending.</p><p>David Silverman, senior director of Fitch Ratings, said in emailed comments Tuesday that Kohl's decline appears to be easing, but problems remain.</p><p>\"Kohl's faces numerous headwinds, including external challenges such as volatile consumer sentiment, the impact of tariffs on apparel prices and margins, and enforcement issues in merchandise management, value perception, and customer service,\" he said.</p><p>\"The company has laid out priorities to address issues caused internally, and the small top-line improvement seen in the third quarter could be an early sign of success,\" he added.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/179aed75481fb252e7cf8865a0b3c918","relate_stocks":{"KSS":"柯尔百货","MEME":"Roundhill Meme Stock ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186366101","content_text":"柯尔百货 （Kohl’s ，KSS）的投资者周二迎来了一次类似迷因股的暴涨行情，此前这家百货连锁店在第三季度意外实现盈利，并公布了大幅好于预期的销售表现，因为消费者持续寻找物美价廉的商品。该股周二飙涨逾42%。Kohl’s 的财报发布在公司宣布临时 CEO Michael Bender 转正后的第二天，此前他已经担任代理 CEO 超过六个月。这些消息也进一步确认公司的扭转局势努力开始见效。“虽然这些结果令人鼓舞，但我们依然处于一个消费者可支配收入受压、购物变得愈发谨慎的环境中。”Bender 在财报电话会上说。“这在我们低收入至中等收入消费者以及年轻消费者中尤为明显。这些顾客变得越来越聪明，对价值的追求更强。”“我们预计这种消费者行为将持续到第四季度，因为我们相信宏观经济环境仍将充满不确定性。”他补充道。Bender 于 5 月 1 日被任命为临时 CEO，当时前任 CEO Ashley Buchanan 因“理由充分”被解雇，并且任期不足四个月。任命新 CEO 的消息似乎给公司带来了一股“强心针”，因为这发生在公司股价创下 30 年低点后大约两周。周二的 Kohl’s 股价突破了自 2025 年 7 月 22 日大涨 37.6% 以来的最大单日涨幅，当时该股曾卷入meme股热潮之中。自 4 月 16 日以 6.13 美元创下 30 年新低以来，该股已累计上涨超过两倍。不过，这次的暴涨是真正有基本面支撑的。虽然三季度净利润下降 63.6% 至 800 万美元，但剔除非经常性项目后的调整后每股收益为 10 美分，远好于分析师预期的每股亏损 16 美分（FactSet 数据）。尽管净销售额下降 2.9% 至 34.1 亿美元，但仍高于 FactSet 一致预期的 33.2 亿美元，这是 Kohl’s 连续第三个季度销售超预期，此前公司曾连续 13 个季度未能达到预期。根据 FactSet 数据，三季度的销售超额幅度也是自 2021 年第二季度以来最大。公司还看到 Kohl’s 信用卡用户的购买量增加，该类顾客的销售额较上一季度提升了 5 个百分点。Bender 表示：“这显示我们在重新吸引核心消费者方面取得了重要进展。”可比销售（开业超过一年的商店销售）下降 1.7%，但仍优于 FactSet 所预测的 3.7% 的降幅。Bender 表示：“这些业绩直接体现了我们在 2025 计划中取得的进展，强化了我们在正确方向前进的信心。”Bender 表示，在表现较强的品类中，女装相较上一季度有“显著改善”，主要由青少年女装业务的加速增长推动。Bender说销售也受益于“牛仔趋势”；小码女装持续正面表现；以及饰品（包括 Sephora 和珠宝部门）的需求增长。由于通胀压力，Kohl’s 去年曾表示，公司没有提供足够多的低价自有品牌，而此前公司更多地把注意力放在 Sephora 专柜和业务的其他领域。公司表示，在追求新客户的过程中，它对核心客户的需求关注不够。但迹象在 8 月出现，这些自有品牌正在发挥作用。周二，Bender 表示，Lauren Conrad、Simply Vera Vera Wang、Tek Gear 和 Flex 等品牌帮助了 Kohl’s 在男女服装业务中的表现。周二公司上调了全年业绩指引：调整后每股收益从此前的 0.50 至 0.80 美元，上调至 1.25 至 1.45 美元；销售增速预期从下降 5% 至 6% 上调为下降 3.5% 至 4%；可比销售预期从下降 4% 至 5% 上调为下降 2.5% 至 3%。随着周二的上涨，Kohl’s 股价今年（2025 年）已上涨超过 50%。在零售行业的其他部分，折扣零售商也正享受一波消费者寻求低价的趋势——不仅限于受到顽固通胀和就业市场疲软影响最大的低收入群体。来自折扣和低价零售商（如 TJ Maxx 母公司 TJX 和沃尔玛 WMT）的最新财报显示，即使是高收入家庭的消费者也在寻找降低支出的方法。惠誉评级（Fitch Ratings）高级主管 David Silverman 在周二的邮件评论中表示，Kohl’s 的下滑似乎正在缓和，但问题依然存在。“Kohl’s 面临诸多逆风，包括消费者情绪波动、关税对服装价格和利润的影响等外部挑战，以及商品管理、价值感知和客户服务方面的执行问题。”他说。“公司已经制定了优先事项，以解决内部造成的问题，而第三季度看到的小幅营收改善可能是早期成功的迹象。”他补充道。","news_type":1,"symbols_score_info":{"MEME":1.1,"KSS":2}},"isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503721471435520,"gmtCreate":1764002074641,"gmtModify":1764002077623,"author":{"id":"4227055925905922","authorId":"4227055925905922","name":"1aaa1a13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4227055925905922","authorIdStr":"4227055925905922"},"themes":[],"htmlText":"123123","listText":"123123","text":"123123","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503721471435520","repostId":"503719593558448","repostType":1,"repost":{"id":503719593558448,"gmtCreate":1764001702769,"gmtModify":1764004910451,"author":{"id":"4227055925905922","authorId":"4227055925905922","name":"1aaa1a13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4227055925905922","authorIdStr":"4227055925905922"},"themes":[],"title":"123123123","htmlText":"\n 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123123123111[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503719593558448","isVote":1,"tweetType":2,"object":{"id":"01a9ad309f5e4abc968eb835a80e5986","tweetId":"503719593558448","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/29cfdc035145403706798433054/plFpYlzADxUA.mp4","poster":"https://community-static.tradeup.com/news/c8c1d20327290df1388e16256218c287"},"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":504710817981136,"gmtCreate":1764228561770,"gmtModify":1764228563996,"author":{"id":"4227055925905922","authorId":"4227055925905922","name":"1aaa1a13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4227055925905922","authorIdStr":"4227055925905922"},"themes":[],"title":"","htmlText":"111","listText":"111","text":"111","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504710817981136","isVote":1,"tweetType":1,"viewCount":1456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":504246364987552,"gmtCreate":1764144222982,"gmtModify":1764144226038,"author":{"id":"4227055925905922","authorId":"4227055925905922","name":"1aaa1a13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4227055925905922","authorIdStr":"4227055925905922"},"themes":[],"title":"","htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504246364987552","repostId":"1166987854","repostType":2,"repost":{"id":"1166987854","kind":"news","weMediaInfo":{"introduction":"期权策略分享","home_visible":1,"media_name":"期权女巫","id":"1020040791","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1764144045,"share":"https://ttm.financial/m/news/1166987854?lang=en_US&edition=fundamental","pubTime":"2025-11-26 16:00","market":"us","language":"zh","title":"Option strategy | Alibaba's post-performance direction is unclear, these five option strategies adapt to three stock price trends","url":"https://stock-news.laohu8.com/highlight/detail?id=1166987854","media":"期权女巫","summary":"阿里巴巴集团首席执行官吴泳铭表示，集团正处于投入阶段，构建AI技术和基础设施平台，以及生活服务与电商结合的大消费平台，创造长期战略价值。高盛出具最新研究报个指出，阿里巴巴股价「高开低走」主要是投资人对电商业务新增忧虑所致。阿里巴巴绩后股价方向不明，以下期权策略可作参考：一、偏多策略：押注 AI + 云强势，对冲电商不确定性1）Call Spread——温和看涨、成本低适用逻辑：云业务 + AI 增速强劲（34%），市场给予一定溢价。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>(BABA) U.S. stocks reported second-quarter fiscal 2026 results before the market bell on Tuesday. For the quarter ended September, adjusted net profit was 10.352 billion yuan (RMB, the same below), down about 72% year-on-year.<strong>Less than expected 13.514 billion yuan</strong>。 Revenue was 247.795 billion yuan, up 5% year-on-year,<strong>Higher than expected 245.2 billion yuan</strong>Excluding the revenue from disposed businesses of Sun Art Retail and Yintai, the same-caliber revenue increased by 15%.</p><p>Although Ali's adjusted earnings were weaker than expected, AI-related and cloud businesses performed well.</p><p>In the second fiscal quarter, the revenue of Alibaba Cloud Intelligence Group was 39.82 billion yuan, up 34% year-on-year, mainly driven by the growth of public cloud business revenue, including the increase in the adoption of AI-related products, excluding the 29% increase in external commercialization revenue of Alibaba's consolidated business.</p><p>Wu Yongming, CEO of Alibaba Group, said that the group is in the investment stage, building an AI technology and infrastructure platform, as well as a large consumption platform combining life services and e-commerce, to create long-term strategic value. In the last quarter, the Group made heavy strategic investment in these areas, and its two core businesses, AI + cloud and big consumption, maintained strong growth. Strong AI demand drives further acceleration of Cloud Intelligence Group's revenue, which<strong>AI-related product revenue posts triple-digit growth for ninth consecutive quarter</strong>。</p><p>He also pointed out that in the consumption field, the expansion of real-time retail scale and the significant improvement of unit economic benefits have driven the rapid growth of monthly active consumers of Taobao app.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/46d3422b89d60076e4c9edb7bbc140de\" tg-width=\"1080\" tg-height=\"1138\"/></p><p>Alibaba's American Depositary Receipts (ADRs) rose early Tuesday before turning lower.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3b7b2744476adaf1c86ef23d35139e4e\" tg-width=\"560\" tg-height=\"240\"/></p><p>The latest research report issued by Goldman Sachs pointed out that Alibaba's share price \"opened higher and went lower\" was mainly caused by investors' new worries about e-commerce business. Goldman Sachs believes that the unexpected performance of AI + cloud business segment has strengthened the narrative and valuation revaluation driven by AI this year, but investors are more worried about e-commerce business.</p><p>Alibaba management said on the earnings call that due to the impact of more intense competition and user investment, customer management revenue (CMR) growth may slow, and EBITA (earnings before interest and taxes) of China's e-commerce business may fluctuate quarterly.</p><p>Xu Hong, chief financial officer of Alibaba, said that there will be short-term fluctuations in CMR and profits, and the base effect of payment fees and whole-station promotion will have an impact. The growth rate is expected to slow down due to the base effect from next quarter, but the primary goal is to ensure the medium-and long-term market share, and will continue to invest in consumers and merchants to promote the upgrading of the business model of e-commerce platform.</p><p>Goldman Sachs believes that Xu Hong's statement is the key to triggering the negative reaction of stock price. Behind the market worries are \"more intense e-commerce competition and user reinvestment\" and the high base period effect brought by software service fees in the same period last year.</p><p>The direction of Alibaba's stock price after the results is unknown. The following option strategies can be used for reference:</p><p><h2 id=\"id_763220772\">1. Bullish strategy: bet on the strength of AI + cloud and hedge against the uncertainty of e-commerce</h2><h2 id=\"id_616453882\">1) Call Spread – moderately bullish, low cost</h2><strong>Applicable logic:</strong></p><p><ul style=\"\"><li>The growth rate of cloud business + AI is strong (34%), and the market gives a certain premium.</p><p></li><li>However, the fluctuation of e-commerce EBITA and the decline of CMR lead to repeated stock prices, which is not suitable for aggressive bets.</p><p></li></ul><strong>Structure</strong></p><p><ul style=\"\"><li>Buy a Call expiring Dec. 26 with an exercise price of 160</p><p></li><li>Sell a Call with the same expiry date and an exercise price of 170</p><p></li></ul><a href=\"https://laohu8.com/OPT/BABA 20251226 160.0 CALL BUY 1 | BABA 20251226 170.0 CALL SELL 1\" title=\"$BABA 跨價 251226 160C/170C$  \" class=\"immutable-element\">$BABA Cross Price 251226 160C/170C$</a></p><p><strong>Profit Ways</strong></p><p><ul style=\"\"><li>Shares rose moderately above $162.83 (3.7% +) over a one-month period, reaping gains; Rise above $170 Maximum gain = $717</p><p></li><li>Low cost and controllable risk</p><p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f7e6ed8674eeaf8be1b03a1fda88528a\" tg-width=\"1170\" tg-height=\"1393\"/></p><p><strong>Suitable Situation:</strong>Alibaba's AI narrative continues, but e-commerce drags its legs → shocks are on the rise</p><p><h2 id=\"id_2277037852\">2) Diagonal Call-Bullish on AI in the long term and close Theta in the short term</h2><strong>Logic:</strong></p><p><ul style=\"\"><li>Short-term earnings under pressure, but AI investing is long-term value for long-term bullish</p><p></li><li>At the same time, the short-term fluctuation is high, and it can be sold to collect rent by Call in</p><p></li></ul><strong>Structure</strong></p><p><ul style=\"\"><li>Buy a Call expiring February 20, 2026 with a $165 exercise price</p><p></li><li>Sell a Call with a $175 exercise price that expires on Dec. 26 this year</p><p></li></ul><a href=\"https://laohu8.com/OPT/BABA 20251226 175.0 CALL SELL 1 | BABA 20260220 165.0 CALL BUY 1\" title=\"$BABA 對角價差 251226/260220 175C/165C$  \" class=\"immutable-element\">$BABA Diagonal Spread 251226/260220 175C/165C$</a></p><p><strong>Effect</strong></p><p><ul style=\"\"><li>Long-term Bullish Direction Right to Earn Big</p><p></li><li>Short-term pullbacks can also be hedged by premium</p><p></li></ul></p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bd112edccd148ebed123cf235fab92b1\" tg-width=\"1170\" tg-height=\"1375\"/></p><p><strong>Applicable scenario:</strong>Long-term optimistic about Alibaba's AI industry chain</p><p><h2 id=\"id_3497513190\">2. Bearish strategy: betting on intensified competition in e-commerce and pressure on profits</h2><h2 id=\"id_989317850\">3) Put Spread – an uncertain decline after hedging performance</h2><strong>Logic:</strong></p><p><ul style=\"\"><li>Management Warns: CMR Growth Slowing, E-commerce EBITA Fluctuating</p><p></li><li>Goldman Sachs points out: E-commerce competition causes investors to worry</p><p></li><li>The decline may not be sharp, but it is weak and volatile</p><p></li></ul><strong>Structure</strong></p><p><ul style=\"\"><li>Buy a Put expiring January 2, 2026 with an exercise price of 150;</p><p></li></ul><ul style=\"\"><li>Sell a Put expiring January 2, 2026 with an exercise price of 145</p><p></li></ul><a href=\"https://laohu8.com/OPT/BABA 20260102 145.0 PUT SELL 1 | BABA 20260102 150.0 PUT BUY 1\" title=\"$BABA 跨價 260102 145P/150P$  \" class=\"immutable-element\">$BABA Cross Price 260102 145P/150P$</a></p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/443555ecf0ccd86957f215766e2fd1d1\" tg-width=\"1170\" tg-height=\"1401\"/></p><p><strong>Advantage</strong></p><p><ul style=\"\"><li>Cost is lower than buying Put alone</p><p></li><li>Capturing a moderate pullback</p><p></li></ul><h2 id=\"id_2512710909\">4) Bearish Calendar-short-term weakness, long-term neutrality</h2><strong>Logic:</strong></p><p><ul style=\"\"><li>Short-term Profit Decline and E-commerce Competition Suppress Stock Price</p><p></li><li>Long-term AI + Cloud Support Fundamentals</p><p></li></ul><strong>Structure</strong></p><p><ul style=\"\"><li>Sell a Put expiring December 26, 2025 with an exercise price of $150</p><p></li><li>Buy a Put expiring March 20, 2026 with a $150 exercise price</p><p></li></ul><a href=\"https://laohu8.com/OPT/BABA 20251226 150.0 PUT SELL 1 | BABA 20260320 150.0 PUT BUY 1\" title=\"$BABA 跨期 251226/260320 150P/150P$  \" class=\"immutable-element\">$BABA Intertemporal 251226/260320 150P/150P$</a></p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/75723f1985fedbda99fdf7603495bde7\" tg-width=\"1170\" tg-height=\"1378\"/></p><p><strong>Effect</strong></p><p><ul style=\"\"><li>Long-Term Down → Far-Month Put Value Rising</p><p></li><li>Stock Price Don't Crash → Recent Month Put Holds Value</p><p></li></ul><h2 id=\"id_358346612\">3. Neutral strategy: suitable for the stage where \"strong AI + weak e-commerce\" leads to unclear direction</h2><h2 id=\"id_844731237\">5) Iron Condor-suitable for oscillation in unknown direction</h2><strong>Logic:</strong></p><p><ul style=\"\"><li>AI + cloud is good, but e-commerce is worried about suppressing stock price → the direction of stock price is difficult to judge</p><p></li><li>Iron Eagle is suitable for \"range shock\"</p><p></li></ul><strong>Structure</strong></p><p><ul style=\"\"><li>Sell a Call expiring November 28, 2025 with an exercise price of $167.5</p><p></li><li>Buy a Call expiring November 28, 2025 with a $172.5 exercise price</p><p></li><li>Sell a Put expiring November 28, 2025 with an exercise price of $148</p><p></li><li>Buy a Put expiring November 28, 2025 with a $143 exercise price</p><p></li></ul><a href=\"https://laohu8.com/OPT/BABA 20251128 143.0 PUT BUY 1 | BABA 20251128 148.0 PUT SELL 1 | BABA 20251128 167.5 CALL SELL 1 | BABA 20251128 172.5 CALL BUY 1\" title=\"$BABA 鐵鷹式期權 251128 143P/148P/167.5C/172.5C$  \" class=\"immutable-element\">$BABA Iron Eagle 251128 143P/148P/167.5C/172.5C$</a></p><p><strong>Effect</strong></p><p><ul style=\"\"><li>Maximize Earn Theta</p><p></li><li>Stock Price Maintains Maximum Earnings in Range</p><p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4059a0867399d0d2b576d7205db211e4\" tg-width=\"1170\" tg-height=\"1358\"/></p><p><strong>Applicable timing:</strong>High volatility and unclear direction just after earnings announcement</p><p><em>Disclaimer: Option trading has high risk characteristics, and investors need to make prudent decisions according to their own risk tolerance.</em></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>Option strategy | Alibaba's post-performance direction is unclear, these five option strategies adapt to three stock price trends</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; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOption strategy | Alibaba's post-performance direction is unclear, these five option strategies adapt to three stock price trends\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time smaller\">2025-11-26 16:00</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>(BABA) U.S. stocks reported second-quarter fiscal 2026 results before the market bell on Tuesday. For the quarter ended September, adjusted net profit was 10.352 billion yuan (RMB, the same below), down about 72% year-on-year.<strong>Less than expected 13.514 billion yuan</strong>。 Revenue was 247.795 billion yuan, up 5% year-on-year,<strong>Higher than expected 245.2 billion yuan</strong>Excluding the revenue from disposed businesses of Sun Art Retail and Yintai, the same-caliber revenue increased by 15%.</p><p>Although Ali's adjusted earnings were weaker than expected, AI-related and cloud businesses performed well.</p><p>In the second fiscal quarter, the revenue of Alibaba Cloud Intelligence Group was 39.82 billion yuan, up 34% year-on-year, mainly driven by the growth of public cloud business revenue, including the increase in the adoption of AI-related products, excluding the 29% increase in external commercialization revenue of Alibaba's consolidated business.</p><p>Wu Yongming, CEO of Alibaba Group, said that the group is in the investment stage, building an AI technology and infrastructure platform, as well as a large consumption platform combining life services and e-commerce, to create long-term strategic value. In the last quarter, the Group made heavy strategic investment in these areas, and its two core businesses, AI + cloud and big consumption, maintained strong growth. Strong AI demand drives further acceleration of Cloud Intelligence Group's revenue, which<strong>AI-related product revenue posts triple-digit growth for ninth consecutive quarter</strong>。</p><p>He also pointed out that in the consumption field, the expansion of real-time retail scale and the significant improvement of unit economic benefits have driven the rapid growth of monthly active consumers of Taobao app.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/46d3422b89d60076e4c9edb7bbc140de\" tg-width=\"1080\" tg-height=\"1138\"/></p><p>Alibaba's American Depositary Receipts (ADRs) rose early Tuesday before turning lower.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3b7b2744476adaf1c86ef23d35139e4e\" tg-width=\"560\" tg-height=\"240\"/></p><p>The latest research report issued by Goldman Sachs pointed out that Alibaba's share price \"opened higher and went lower\" was mainly caused by investors' new worries about e-commerce business. Goldman Sachs believes that the unexpected performance of AI + cloud business segment has strengthened the narrative and valuation revaluation driven by AI this year, but investors are more worried about e-commerce business.</p><p>Alibaba management said on the earnings call that due to the impact of more intense competition and user investment, customer management revenue (CMR) growth may slow, and EBITA (earnings before interest and taxes) of China's e-commerce business may fluctuate quarterly.</p><p>Xu Hong, chief financial officer of Alibaba, said that there will be short-term fluctuations in CMR and profits, and the base effect of payment fees and whole-station promotion will have an impact. The growth rate is expected to slow down due to the base effect from next quarter, but the primary goal is to ensure the medium-and long-term market share, and will continue to invest in consumers and merchants to promote the upgrading of the business model of e-commerce platform.</p><p>Goldman Sachs believes that Xu Hong's statement is the key to triggering the negative reaction of stock price. Behind the market worries are \"more intense e-commerce competition and user reinvestment\" and the high base period effect brought by software service fees in the same period last year.</p><p>The direction of Alibaba's stock price after the results is unknown. The following option strategies can be used for reference:</p><p><h2 id=\"id_763220772\">1. Bullish strategy: bet on the strength of AI + cloud and hedge against the uncertainty of e-commerce</h2><h2 id=\"id_616453882\">1) Call Spread – moderately bullish, low cost</h2><strong>Applicable logic:</strong></p><p><ul style=\"\"><li>The growth rate of cloud business + AI is strong (34%), and the market gives a certain premium.</p><p></li><li>However, the fluctuation of e-commerce EBITA and the decline of CMR lead to repeated stock prices, which is not suitable for aggressive bets.</p><p></li></ul><strong>Structure</strong></p><p><ul style=\"\"><li>Buy a Call expiring Dec. 26 with an exercise price of 160</p><p></li><li>Sell a Call with the same expiry date and an exercise price of 170</p><p></li></ul><a href=\"https://laohu8.com/OPT/BABA 20251226 160.0 CALL BUY 1 | BABA 20251226 170.0 CALL SELL 1\" title=\"$BABA 跨價 251226 160C/170C$  \" class=\"immutable-element\">$BABA Cross Price 251226 160C/170C$</a></p><p><strong>Profit Ways</strong></p><p><ul style=\"\"><li>Shares rose moderately above $162.83 (3.7% +) over a one-month period, reaping gains; Rise above $170 Maximum gain = $717</p><p></li><li>Low cost and controllable risk</p><p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f7e6ed8674eeaf8be1b03a1fda88528a\" tg-width=\"1170\" tg-height=\"1393\"/></p><p><strong>Suitable Situation:</strong>Alibaba's AI narrative continues, but e-commerce drags its legs → shocks are on the rise</p><p><h2 id=\"id_2277037852\">2) Diagonal Call-Bullish on AI in the long term and close Theta in the short term</h2><strong>Logic:</strong></p><p><ul style=\"\"><li>Short-term earnings under pressure, but AI investing is long-term value for long-term bullish</p><p></li><li>At the same time, the short-term fluctuation is high, and it can be sold to collect rent by Call in</p><p></li></ul><strong>Structure</strong></p><p><ul style=\"\"><li>Buy a Call expiring February 20, 2026 with a $165 exercise price</p><p></li><li>Sell a Call with a $175 exercise price that expires on Dec. 26 this year</p><p></li></ul><a href=\"https://laohu8.com/OPT/BABA 20251226 175.0 CALL SELL 1 | BABA 20260220 165.0 CALL BUY 1\" title=\"$BABA 對角價差 251226/260220 175C/165C$  \" class=\"immutable-element\">$BABA Diagonal Spread 251226/260220 175C/165C$</a></p><p><strong>Effect</strong></p><p><ul style=\"\"><li>Long-term Bullish Direction Right to Earn Big</p><p></li><li>Short-term pullbacks can also be hedged by premium</p><p></li></ul></p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bd112edccd148ebed123cf235fab92b1\" tg-width=\"1170\" tg-height=\"1375\"/></p><p><strong>Applicable scenario:</strong>Long-term optimistic about Alibaba's AI industry chain</p><p><h2 id=\"id_3497513190\">2. Bearish strategy: betting on intensified competition in e-commerce and pressure on profits</h2><h2 id=\"id_989317850\">3) Put Spread – an uncertain decline after hedging performance</h2><strong>Logic:</strong></p><p><ul style=\"\"><li>Management Warns: CMR Growth Slowing, E-commerce EBITA Fluctuating</p><p></li><li>Goldman Sachs points out: E-commerce competition causes investors to worry</p><p></li><li>The decline may not be sharp, but it is weak and volatile</p><p></li></ul><strong>Structure</strong></p><p><ul style=\"\"><li>Buy a Put expiring January 2, 2026 with an exercise price of 150;</p><p></li></ul><ul style=\"\"><li>Sell a Put expiring January 2, 2026 with an exercise price of 145</p><p></li></ul><a href=\"https://laohu8.com/OPT/BABA 20260102 145.0 PUT SELL 1 | BABA 20260102 150.0 PUT BUY 1\" title=\"$BABA 跨價 260102 145P/150P$  \" class=\"immutable-element\">$BABA Cross Price 260102 145P/150P$</a></p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/443555ecf0ccd86957f215766e2fd1d1\" tg-width=\"1170\" tg-height=\"1401\"/></p><p><strong>Advantage</strong></p><p><ul style=\"\"><li>Cost is lower than buying Put alone</p><p></li><li>Capturing a moderate pullback</p><p></li></ul><h2 id=\"id_2512710909\">4) Bearish Calendar-short-term weakness, long-term neutrality</h2><strong>Logic:</strong></p><p><ul style=\"\"><li>Short-term Profit Decline and E-commerce Competition Suppress Stock Price</p><p></li><li>Long-term AI + Cloud Support Fundamentals</p><p></li></ul><strong>Structure</strong></p><p><ul style=\"\"><li>Sell a Put expiring December 26, 2025 with an exercise price of $150</p><p></li><li>Buy a Put expiring March 20, 2026 with a $150 exercise price</p><p></li></ul><a href=\"https://laohu8.com/OPT/BABA 20251226 150.0 PUT SELL 1 | BABA 20260320 150.0 PUT BUY 1\" title=\"$BABA 跨期 251226/260320 150P/150P$  \" class=\"immutable-element\">$BABA Intertemporal 251226/260320 150P/150P$</a></p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/75723f1985fedbda99fdf7603495bde7\" tg-width=\"1170\" tg-height=\"1378\"/></p><p><strong>Effect</strong></p><p><ul style=\"\"><li>Long-Term Down → Far-Month Put Value Rising</p><p></li><li>Stock Price Don't Crash → Recent Month Put Holds Value</p><p></li></ul><h2 id=\"id_358346612\">3. Neutral strategy: suitable for the stage where \"strong AI + weak e-commerce\" leads to unclear direction</h2><h2 id=\"id_844731237\">5) Iron Condor-suitable for oscillation in unknown direction</h2><strong>Logic:</strong></p><p><ul style=\"\"><li>AI + cloud is good, but e-commerce is worried about suppressing stock price → the direction of stock price is difficult to judge</p><p></li><li>Iron Eagle is suitable for \"range shock\"</p><p></li></ul><strong>Structure</strong></p><p><ul style=\"\"><li>Sell a Call expiring November 28, 2025 with an exercise price of $167.5</p><p></li><li>Buy a Call expiring November 28, 2025 with a $172.5 exercise price</p><p></li><li>Sell a Put expiring November 28, 2025 with an exercise price of $148</p><p></li><li>Buy a Put expiring November 28, 2025 with a $143 exercise price</p><p></li></ul><a href=\"https://laohu8.com/OPT/BABA 20251128 143.0 PUT BUY 1 | BABA 20251128 148.0 PUT SELL 1 | BABA 20251128 167.5 CALL SELL 1 | BABA 20251128 172.5 CALL BUY 1\" title=\"$BABA 鐵鷹式期權 251128 143P/148P/167.5C/172.5C$  \" class=\"immutable-element\">$BABA Iron Eagle 251128 143P/148P/167.5C/172.5C$</a></p><p><strong>Effect</strong></p><p><ul style=\"\"><li>Maximize Earn Theta</p><p></li><li>Stock Price Maintains Maximum Earnings in Range</p><p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4059a0867399d0d2b576d7205db211e4\" tg-width=\"1170\" tg-height=\"1358\"/></p><p><strong>Applicable timing:</strong>High volatility and unclear direction just after earnings announcement</p><p><em>Disclaimer: Option trading has high risk characteristics, and investors need to make prudent decisions according to their own risk tolerance.</em></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/cdaaad9e458c4d356b31c767c95f7f86","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166987854","content_text":"阿里巴巴 （BABA）周二美股盘前公布2026财年第二季业绩。截至9月底止季度，经调整净利为103.52亿元（人民币，下同），同比大跌约72%，低于预期的135.14亿元。收入为2477.95亿元，同比升5%，高于预期的2452亿元，若不考虑高鑫零售和银泰的已处置业务的收入，同口径收入增长15%。虽然阿里经调整盈利逊预期，但AI相关及云业务表现佳。第二财季阿里巴巴云智能集团收入为398.2亿元，同比升34%，主要由公共云业务收入增长所带动，其中包括AI相关产品采用量的提升，不计阿里巴巴并表业务的外部商业化收入增长29%。阿里巴巴集团首席执行官吴泳铭表示，集团正处于投入阶段，构建AI技术和基础设施平台，以及生活服务与电商结合的大消费平台，创造长期战略价值。上季集团在这些领域大力战略投入， AI+云、大消费两大核心业务保持强劲增长。旺盛的AI需求推动云智能集团收入进一步加速，其中AI相关产品收入连续第九个季度实现三位数增长。他又指，在消费领域，实时零售规模扩大、单位经济效益显著改善，带动淘宝app月活跃消费者实现快速增长。阿里巴巴美国存托凭证（ADR）周二盘初上扬，随后转跌。高盛出具最新研究报个指出，阿里巴巴股价「高开低走」主要是投资人对电商业务新增忧虑所致。高盛认为，AI + 云端业务板块的超预期表现强化了今年由 AI 驱动的叙事和估值重估，但投资人对电商业务担忧增加。阿里巴巴管理层在财报电话会议上说，受到更激烈的竞争和用户投资影响，客户管理收入 (CMR) 成长可能放缓，中国电商业务的 EBITA(息税前利润)可能出现季度性波动。阿里巴巴财务长徐宏表示，CMR 和利润会出现短期波动，支付手续费和全站推广的基数效应会产生影响，下个季度起增速料将因基期效应影响而放缓，但首要目标是确保中长期市场份额，会继续投资消费者和商家，推进电商平台业务模式升级。高盛认为，徐宏这一表态是引发股价负面反应的关键，市场担忧背后是「更激烈的电商竞争和用户再投资」以及去年同期软件服务费带来的高基期效应。阿里巴巴绩后股价方向不明，以下期权策略可作参考：一、偏多策略：押注 AI + 云强势，对冲电商不确定性1）Call Spread（看涨价差）——温和看涨、成本低适用逻辑：云业务 + AI 增速强劲（34%），市场给予一定溢价。但电商 EBITA 波动、CMR 下滑导致股价反复，不适合激进押注。结构买入一张12月26日到期、行权价为160的 Call卖出一张同到期日、行权价为170的 Call‌$BABA 跨價 251226 160C/170C$  盈利方式股价一个月期间温和上涨至 162.83美元以上（3.7%+），获得收益；上涨至170美元以上收益最大=717美元成本低、风险可控适合情境： 阿里巴巴AI 叙事继续，但电商拖后腿 → 震荡偏涨2）Diagonal Call（对角看涨）——长期看好 AI、短期收 Theta逻辑：短线盈利承压，但 AI 投资是长期价值，适合远期看涨同时短期波动高，可卖近月 Call 收租结构买入一张2026年2月20日到期、行权价为165美元的 Call卖出一张今年12月26日到期、行权价为175美元的 Call‌$BABA 對角價差 251226/260220 175C/165C$  效果长期看涨方向正确可大赚短期回调也能靠收权利金对冲适用场景： 长期看好阿里巴巴AI 产业链利好二、偏空策略：押注电商竞争加剧、利润承压3）Put Spread（看跌价差）——对冲业绩后的不确定下降逻辑：管理层警告：CMR 增速放缓、电商 EBITA 波动高盛指出：电商竞争导致投资者担忧下跌可能不剧烈，但偏弱震荡结构买入一张2026年1月2日到期、行权价为150的Put；卖出一张2026年1月2日到期、行权价为145的Put‌$BABA 跨價 260102 145P/150P$  优势成本低于单买 Put捕捉中等幅度回调4）Bearish Calendar（看跌时间价差）——短期走弱、长期中性逻辑：短期利润下降与电商竞争压制股价长期 AI + 云支撑基本面结构卖出一张2025年12月26日到期、行权价为150美元的 Put买入一张2026年3月20日到期、行权价为150美元的 Put‌$BABA 跨期 251226/260320 150P/150P$  效果长期下跌 → 远月 Put 价值上升股价不崩盘 → 近月 Put 保持价值三、中性策略：适合“AI 强 + 电商弱”导致方向不明的阶段5）Iron Condor（铁鹰）——适用于震荡不明方向逻辑：AI + 云利好，但电商担忧压制股价→ 股价方向难判断铁鹰适合“区间震荡”结构卖出一张2025年11月28日到期、行权价为167.5美元的 Call买入一张2025年11月28日到期、行权价为172.5美元的 Call卖出一张2025年11月28日到期、行权价为148美元的 Put买入一张2025年11月28日到期、行权价为143美元的 Put‌$BABA 鐵鷹式期權 251128 143P/148P/167.5C/172.5C$  效果最大化赚取 Theta股价维持在区间内最大收益适用时机： 财报刚公布后，波动率高、方向不明免责声明：期权交易具有高风险特征，投资者需根据自身风险承受能力审慎决策。","news_type":1,"symbols_score_info":{"BABA":2}},"isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":504245941989800,"gmtCreate":1764144128093,"gmtModify":1764144130839,"author":{"id":"4227055925905922","authorId":"4227055925905922","name":"1aaa1a13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4227055925905922","authorIdStr":"4227055925905922"},"themes":[],"title":"","htmlText":"‌<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌ ‌<a href=\"https://ttm.financial/U/3524793548847434\">@T_t &nbsp;</a>‌","listText":"‌<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌ ‌<a href=\"https://ttm.financial/U/3524793548847434\">@T_t &nbsp;</a>‌","text":"‌$英伟达(NVDA)$ ‌ ‌@T_t ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504245941989800","repostId":"1186366101","repostType":4,"repost":{"id":"1186366101","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":1764135788,"share":"https://ttm.financial/m/news/1186366101?lang=en_US&edition=fundamental","pubTime":"2025-11-26 13:43","market":"us","language":"zh","title":"Kohl's staged a meme-style surge, but this time there is real positive support","url":"https://stock-news.laohu8.com/highlight/detail?id=1186366101","media":"老虎资讯综合","summary":"$柯尔百货$ 的投资者周二迎来了一次类似迷因股的暴涨行情，此前这家百货连锁店在第三季度意外实现盈利，并公布了大幅好于预期的销售表现，因为消费者持续寻找物美价廉的商品。不过，这次的暴涨是真正有基本面支撑的。Bender 表示，在表现较强的品类中，女装相较上一季度有“显著改善”，主要由青少年女装业务的加速增长推动。随着周二的上涨，Kohl’s 股价今年已上涨超过 50%。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/KSS\">Kohl's</a>Investors in (Kohl's, KSS) ushered in a meme-like surge Tuesday after the department store chain surprisingly turned a profit in the third quarter and reported substantially better-than-expected sales performance as consumers continued to look for good and affordable items.</p><p>The stock surged more than 42% on Tuesday.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/936cce3261d5b3d482a497a97315ec49\" tg-width=\"560\" tg-height=\"240\"/></p><p>Kohl's earnings came a day after the company announced the transition of interim CEO Michael Bender, who had been acting CEO for more than six months. The news also further confirms that the company's efforts to turn the tide are beginning to pay off.</p><p>\"While these results are encouraging, we remain in an environment where consumers' disposable income is under pressure and shopping is becoming more cautious,\" Bender said during the earnings call. \"This is especially evident among our low-to middle-income consumers, as well as younger consumers. These customers are becoming smarter and more seeking value.\"</p><p>\"We expect this consumer behavior to continue into the fourth quarter as we believe the macroeconomic environment will remain fraught with uncertainty,\" he added.</p><p>Bender was named interim CEO on May 1, when previous CEO Ashley Buchanan was fired for \"good reason\" and served for less than four months. The news of the appointment of a new CEO appears to be a \"shot in the arm\" for the company, as it comes about two weeks after the company's share price hit a 30-year low.</p><p>Kohl's shares on Tuesday broke through their biggest one-day gain since surging 37.6% on July 22, 2025, when the stock was embroiled in the meme stock boom. The stock has more than tripled cumulatively since hitting a 30-year low at $6.13 on April 16.</p><p>However, this surge is really supported by fundamentals. While net income fell 63.6% to $8 million in the third quarter, adjusted earnings per share after excluding non-recurring items were 10 cents, far better than analysts' expectations for a loss of 16 cents per share (FactSet data).</p><p>Although net sales fell 2.9% to $3.41 billion, it still topped the FactSet consensus estimate of $3.32 billion, marking Kohl's third consecutive quarter of sales beating expectations after the company missed expectations for 13 consecutive quarters. The third-quarter sales excess was also the largest since the second quarter of 2021, according to FactSet data.</p><p>The company also saw an increase in purchases by Kohl's credit card users, who saw sales increase by 5 percentage points from the previous quarter. \"This shows important progress towards re-engaging our core consumers,\" Bender said.</p><p>Comparable sales — sales from stores open for more than a year — fell 1.7%, but still outperformed the 3.7% drop predicted by FactSet.</p><p>\"These results directly reflect the progress we have made in our 2025 plan and reinforce our confidence that we are moving in the right direction,\" Bender said.</p><p>Among the stronger performing categories, women's clothing has \"significantly improved\" compared to the previous quarter, driven mainly by the accelerated growth of the teenage women's clothing business, Bender said. Bender says sales are also benefiting from the \"denim trend\"; Small size women's clothing continues to perform positively; And increased demand for accessories, including Sephora and the jewellery segment.</p><p>Due to inflationary pressures, Kohl's said last year that it did not offer enough low-priced private labels, after focusing more on Sephora counters and other areas of the business. The company says it has not paid enough attention to the needs of its core customers in pursuing new customers.</p><p>But signs emerged in August that these private labels were making a difference. On Tuesday, Bender said brands such as Lauren Conrad, Simply Vera Vera Wang, Tek Gear and Flex helped Kohl's perform in the men's and women's apparel business.</p><p>On Tuesday, the company raised its full-year guidance: adjusted earnings per share was raised to $1.25 to $1.45 from $0.50 to $0.80 previously; The sales growth forecast was raised from a 5% to 6% decline to a 3.5% to 4% decline; Comparable sales estimates were revised up to a decrease of 2.5% to 3% from a decrease of 4% to 5%.</p><p>With Tuesday's rally, Kohl's shares have risen more than 50% this year (2025).</p><p>Elsewhere in the retail sector, discount retailers are also enjoying a wave of consumers seeking low prices — not just the lower-income groups most affected by stubborn inflation and a weak job market. The latest earnings reports from discount and low-priced retailers such as TJ Maxx parent TJX and Walmart WMT show that even consumers in high-income households are looking for ways to lower their spending.</p><p>David Silverman, senior director of Fitch Ratings, said in emailed comments Tuesday that Kohl's decline appears to be easing, but problems remain.</p><p>\"Kohl's faces numerous headwinds, including external challenges such as volatile consumer sentiment, the impact of tariffs on apparel prices and margins, and enforcement issues in merchandise management, value perception, and customer service,\" he said.</p><p>\"The company has laid out priorities to address issues caused internally, and the small top-line improvement seen in the third quarter could be an early sign of success,\" he added.</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>Kohl's staged a meme-style surge, but this time there is real positive support</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\">\nKohl's staged a meme-style surge, but this time there is real positive support\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\">2025-11-26 13:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/KSS\">Kohl's</a>Investors in (Kohl's, KSS) ushered in a meme-like surge Tuesday after the department store chain surprisingly turned a profit in the third quarter and reported substantially better-than-expected sales performance as consumers continued to look for good and affordable items.</p><p>The stock surged more than 42% on Tuesday.</p><p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/936cce3261d5b3d482a497a97315ec49\" tg-width=\"560\" tg-height=\"240\"/></p><p>Kohl's earnings came a day after the company announced the transition of interim CEO Michael Bender, who had been acting CEO for more than six months. The news also further confirms that the company's efforts to turn the tide are beginning to pay off.</p><p>\"While these results are encouraging, we remain in an environment where consumers' disposable income is under pressure and shopping is becoming more cautious,\" Bender said during the earnings call. \"This is especially evident among our low-to middle-income consumers, as well as younger consumers. These customers are becoming smarter and more seeking value.\"</p><p>\"We expect this consumer behavior to continue into the fourth quarter as we believe the macroeconomic environment will remain fraught with uncertainty,\" he added.</p><p>Bender was named interim CEO on May 1, when previous CEO Ashley Buchanan was fired for \"good reason\" and served for less than four months. The news of the appointment of a new CEO appears to be a \"shot in the arm\" for the company, as it comes about two weeks after the company's share price hit a 30-year low.</p><p>Kohl's shares on Tuesday broke through their biggest one-day gain since surging 37.6% on July 22, 2025, when the stock was embroiled in the meme stock boom. The stock has more than tripled cumulatively since hitting a 30-year low at $6.13 on April 16.</p><p>However, this surge is really supported by fundamentals. While net income fell 63.6% to $8 million in the third quarter, adjusted earnings per share after excluding non-recurring items were 10 cents, far better than analysts' expectations for a loss of 16 cents per share (FactSet data).</p><p>Although net sales fell 2.9% to $3.41 billion, it still topped the FactSet consensus estimate of $3.32 billion, marking Kohl's third consecutive quarter of sales beating expectations after the company missed expectations for 13 consecutive quarters. The third-quarter sales excess was also the largest since the second quarter of 2021, according to FactSet data.</p><p>The company also saw an increase in purchases by Kohl's credit card users, who saw sales increase by 5 percentage points from the previous quarter. \"This shows important progress towards re-engaging our core consumers,\" Bender said.</p><p>Comparable sales — sales from stores open for more than a year — fell 1.7%, but still outperformed the 3.7% drop predicted by FactSet.</p><p>\"These results directly reflect the progress we have made in our 2025 plan and reinforce our confidence that we are moving in the right direction,\" Bender said.</p><p>Among the stronger performing categories, women's clothing has \"significantly improved\" compared to the previous quarter, driven mainly by the accelerated growth of the teenage women's clothing business, Bender said. Bender says sales are also benefiting from the \"denim trend\"; Small size women's clothing continues to perform positively; And increased demand for accessories, including Sephora and the jewellery segment.</p><p>Due to inflationary pressures, Kohl's said last year that it did not offer enough low-priced private labels, after focusing more on Sephora counters and other areas of the business. The company says it has not paid enough attention to the needs of its core customers in pursuing new customers.</p><p>But signs emerged in August that these private labels were making a difference. On Tuesday, Bender said brands such as Lauren Conrad, Simply Vera Vera Wang, Tek Gear and Flex helped Kohl's perform in the men's and women's apparel business.</p><p>On Tuesday, the company raised its full-year guidance: adjusted earnings per share was raised to $1.25 to $1.45 from $0.50 to $0.80 previously; The sales growth forecast was raised from a 5% to 6% decline to a 3.5% to 4% decline; Comparable sales estimates were revised up to a decrease of 2.5% to 3% from a decrease of 4% to 5%.</p><p>With Tuesday's rally, Kohl's shares have risen more than 50% this year (2025).</p><p>Elsewhere in the retail sector, discount retailers are also enjoying a wave of consumers seeking low prices — not just the lower-income groups most affected by stubborn inflation and a weak job market. The latest earnings reports from discount and low-priced retailers such as TJ Maxx parent TJX and Walmart WMT show that even consumers in high-income households are looking for ways to lower their spending.</p><p>David Silverman, senior director of Fitch Ratings, said in emailed comments Tuesday that Kohl's decline appears to be easing, but problems remain.</p><p>\"Kohl's faces numerous headwinds, including external challenges such as volatile consumer sentiment, the impact of tariffs on apparel prices and margins, and enforcement issues in merchandise management, value perception, and customer service,\" he said.</p><p>\"The company has laid out priorities to address issues caused internally, and the small top-line improvement seen in the third quarter could be an early sign of success,\" he added.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/179aed75481fb252e7cf8865a0b3c918","relate_stocks":{"KSS":"柯尔百货","MEME":"Roundhill Meme Stock ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186366101","content_text":"柯尔百货 （Kohl’s ，KSS）的投资者周二迎来了一次类似迷因股的暴涨行情，此前这家百货连锁店在第三季度意外实现盈利，并公布了大幅好于预期的销售表现，因为消费者持续寻找物美价廉的商品。该股周二飙涨逾42%。Kohl’s 的财报发布在公司宣布临时 CEO Michael Bender 转正后的第二天，此前他已经担任代理 CEO 超过六个月。这些消息也进一步确认公司的扭转局势努力开始见效。“虽然这些结果令人鼓舞，但我们依然处于一个消费者可支配收入受压、购物变得愈发谨慎的环境中。”Bender 在财报电话会上说。“这在我们低收入至中等收入消费者以及年轻消费者中尤为明显。这些顾客变得越来越聪明，对价值的追求更强。”“我们预计这种消费者行为将持续到第四季度，因为我们相信宏观经济环境仍将充满不确定性。”他补充道。Bender 于 5 月 1 日被任命为临时 CEO，当时前任 CEO Ashley Buchanan 因“理由充分”被解雇，并且任期不足四个月。任命新 CEO 的消息似乎给公司带来了一股“强心针”，因为这发生在公司股价创下 30 年低点后大约两周。周二的 Kohl’s 股价突破了自 2025 年 7 月 22 日大涨 37.6% 以来的最大单日涨幅，当时该股曾卷入meme股热潮之中。自 4 月 16 日以 6.13 美元创下 30 年新低以来，该股已累计上涨超过两倍。不过，这次的暴涨是真正有基本面支撑的。虽然三季度净利润下降 63.6% 至 800 万美元，但剔除非经常性项目后的调整后每股收益为 10 美分，远好于分析师预期的每股亏损 16 美分（FactSet 数据）。尽管净销售额下降 2.9% 至 34.1 亿美元，但仍高于 FactSet 一致预期的 33.2 亿美元，这是 Kohl’s 连续第三个季度销售超预期，此前公司曾连续 13 个季度未能达到预期。根据 FactSet 数据，三季度的销售超额幅度也是自 2021 年第二季度以来最大。公司还看到 Kohl’s 信用卡用户的购买量增加，该类顾客的销售额较上一季度提升了 5 个百分点。Bender 表示：“这显示我们在重新吸引核心消费者方面取得了重要进展。”可比销售（开业超过一年的商店销售）下降 1.7%，但仍优于 FactSet 所预测的 3.7% 的降幅。Bender 表示：“这些业绩直接体现了我们在 2025 计划中取得的进展，强化了我们在正确方向前进的信心。”Bender 表示，在表现较强的品类中，女装相较上一季度有“显著改善”，主要由青少年女装业务的加速增长推动。Bender说销售也受益于“牛仔趋势”；小码女装持续正面表现；以及饰品（包括 Sephora 和珠宝部门）的需求增长。由于通胀压力，Kohl’s 去年曾表示，公司没有提供足够多的低价自有品牌，而此前公司更多地把注意力放在 Sephora 专柜和业务的其他领域。公司表示，在追求新客户的过程中，它对核心客户的需求关注不够。但迹象在 8 月出现，这些自有品牌正在发挥作用。周二，Bender 表示，Lauren Conrad、Simply Vera Vera Wang、Tek Gear 和 Flex 等品牌帮助了 Kohl’s 在男女服装业务中的表现。周二公司上调了全年业绩指引：调整后每股收益从此前的 0.50 至 0.80 美元，上调至 1.25 至 1.45 美元；销售增速预期从下降 5% 至 6% 上调为下降 3.5% 至 4%；可比销售预期从下降 4% 至 5% 上调为下降 2.5% 至 3%。随着周二的上涨，Kohl’s 股价今年（2025 年）已上涨超过 50%。在零售行业的其他部分，折扣零售商也正享受一波消费者寻求低价的趋势——不仅限于受到顽固通胀和就业市场疲软影响最大的低收入群体。来自折扣和低价零售商（如 TJ Maxx 母公司 TJX 和沃尔玛 WMT）的最新财报显示，即使是高收入家庭的消费者也在寻找降低支出的方法。惠誉评级（Fitch Ratings）高级主管 David Silverman 在周二的邮件评论中表示，Kohl’s 的下滑似乎正在缓和，但问题依然存在。“Kohl’s 面临诸多逆风，包括消费者情绪波动、关税对服装价格和利润的影响等外部挑战，以及商品管理、价值感知和客户服务方面的执行问题。”他说。“公司已经制定了优先事项，以解决内部造成的问题，而第三季度看到的小幅营收改善可能是早期成功的迹象。”他补充道。","news_type":1,"symbols_score_info":{"MEME":1.1,"KSS":2}},"isVote":1,"tweetType":1,"viewCount":1274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}