阿里巴巴股價今年為何上漲80%
中國電子商務龍頭阿里巴巴第一財務季度收入上升56%,超過分析師預期,動力來自占業務大多數的在線交易的增長。 上周四公布的業績顯示,作為亞洲價值最高的公司之一,阿里巴巴集團正受益于越來越多的中國人網上購物比重的不斷提升,他們買的東西應有盡有,包括食品、服裝和奢侈品。 今年阿里巴巴的股價上漲了81%。原因是電商業務收入穩步增長,云計算和娛樂子公司增長迅猛,盡管實體店投資尚未取得成效。 在截止6月30日的三個月中,阿里巴巴實現收入501億元,而湯森路透的數據顯示,分析師預測的平均收入為477億元。 阿里巴巴首席執行官張勇在一份聲明中表示:“我們的技術正在推動我們的業務全面大幅增長,同時鞏固了我們在核心電商業務以外的位置。” 在這三個月中,核心電商業務對阿里巴巴總收入的貢獻為86%,高于一年前的73%。 云業務收入上升96%,達到24億元,付費用戶數量首次突破100萬大關,而上年同期這個數字為57.7萬。 第一財季,阿里巴巴云業務在全球的數據中心數量增至17個,兩個新增數據中心分別設在印度和印尼。 娛樂業務收入40億元,增長30%。 歸屬公司股東的凈利潤為21.7億美元(144.74億元人民幣),或每股0.83美元,增長近一倍。 2017年,阿里巴巴和京東等中國電商股的表現好于大盤,原因是6月份前后的促銷活動帶動收入增長以及海外擴張取得進展。 6月份,阿里巴巴將全年收入增長預期上調至45-49%。 同時,阿里巴巴加快了東南亞電商基礎設施建設速度,包括再向新加坡電商平臺Lazada Group投資10億美元,并且瞄準了俄羅斯和美國的新商家,這些都屬于阿里巴巴提升收入并吸引國外新客戶的整體規劃。 不過,阿里巴巴近幾次大規模投資的價值尚未得到證明,其中包括向百貨連鎖銀泰商業集團投入26億美元等線下業務投資。(財富中文網) 譯者:Charlie 審稿:夏林 |
Alibaba, China's top e-commerce firm, beat analyst's estimates with a 56% rise in first-quarter revenue, driven by growth in online sales which make up most of its business. Thursday's results show that Alibaba Group, one of Asia's most valuable companies, is benefiting from more and more Chinese buying an increasing proportion of everything from food to clothing to luxury items online. Alibaba's stock is up by over 81% this year, lifted by steady increases in revenue for its commerce business and strong growth in its cloud computing and entertainment units, even as investments in offline stores are yet to pay off. Alibaba's revenue rose to 50.1 billion yuan ($7.51 billion)for the three months ended June 30, compared with analysts' average estimate of 47.7 billion yuan, according to Thomson Reuters. "Our technology is driving significant growth across our business and strengthening our position beyond core commerce," chief executive Daniel Zhang said in a statement. Revenue from Alibaba's core e-commerce business made up 86% of total revenue in the three months to June 30, up from 73% in the same period a year prior. In the cloud business, revenue grew 96% in the quarter to 2.4 billion yuan, with total paying customers breaking the 1 million mark for the first time, up from 577,000 a year earlier. Alibaba's cloud business boosted its total global data centers to 17 during the first quarter, with the addition of two centers in India and Indonesia. Revenue in the entertainment business rose by 30% to 4 billion yuan. Net income attributable to the company's shareholders nearly doubled to $2.17 billion, or 83 cents per share. Shares of Chinese e-commerce firms, including Alibaba.com and JD.com, have outperformed the market in 2017, buoyed by positive revenue growth around June sales events and overseas expansion developments. In June, Alibaba (baba, +2.77%) raised its expectations for full year revenue growth to 45-49%. It has accelerated the roll-out of its e-commerce infrastructure in Southeast Asia, with a further $1 billion investment in Singapore-based e-commerce platform Lazada Group, and targeted new merchants in Russia and the United States as part of a wider plan to boost revenues and attract new customers outside of China. Alibaba, though, is yet to prove the value of several recent large-scale investments, including $2.6 billion in department store chain Intime Retail Group, among other brick-and-mortar investments. |