有人疑問,
爲什麼阿里股價一直在降低?
其實看一下阿里營收和成本的對比你就知道爲什麼了?
2012年,營收200億,成本65億,營收是成本的3倍,
2923年,營收8686億,成本5496億,營收是成本的1.5倍,
如果按照2012年的營收成本比,
2023年營收8686億,成本應該是2895億,
或者成本是5496億,營收應該是16488億,
明顯可以看到阿里的能效比一直在降低,
那麼未來阿里會改變嗎?
我認爲不能,
因爲開始的時候只有電商業務效率非常高,
但是後面收購及摸索許多業務,
效率非常低,
能效比自然就低了,
而未來阿里也不可能再出現像電商那樣高效率的業務。
既然無法改變,那阿里註定只會大而不強。大沒有用,強才能賺更多。 $阿里巴巴(BABA)$

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    ·2023-11-22
    2923年 [惊讶]
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