阿里巴巴(BABA)
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Are These Chinese Stocks a Buy? Michael Burry's Top Picks Say Yes
MarketBeat· 2024-08-30 21:30
As several popular U.S.-listed Chinese stocks begin to show signs of a rebound, investors are left wondering whether now is the right time to jump back into the market or if these gains could be another value trap. The iShares China Large-Cap ETF NYSE: FXI has managed to buck its downtrend this year, trending nearly 10% higher year-to-date and consolidating above its 200-day SMA in a bullish pattern. However, with lingering concerns about the Chinese economy and regulatory environment, is it time to invest ...
Alibaba jumps 4% in premarket after it completes three-year regulatory overhaul
CNBC· 2024-08-30 19:01
Alibaba has completed a three-year regulatory "rectification" process following an antitrust fine it received on charges of monopolistic practices in 2021, China's market regulator said on Friday.Shares of Alibaba rose 4.01% at 06:59 a.m. in premarket trading in the U.S.On Friday, China's State Administration for Market Regulation (SAMR) said that, over the past few years, it has been supervising Alibaba's process to become compliant with antitrust regulations. The rectification work has achieved "good resu ...
Alibaba Stock Is Down 70% From Highs, But Its AI Push Is Yielding Results
Forbes· 2024-08-30 19:00
The Alibaba office building is seen in Nanjing, Jiangsu province, China, on August 28, 2024. On the ... [+] same day, Alibaba announces in the Hong Kong Stock Exchange that the conversion of the company's voluntary secondary listing status on the Hong Kong Stock Exchange to the primary listing status takes effect, and the company is now a dual primary listed company on the Hong Kong Stock Exchange and the New York Stock Exchange. (Photo by Costfoto/NurPhoto via Getty Images)NurPhoto via Getty ImagesChinese ...
I Am Still Buying Alibaba Group Hand Over Fist Here
Seeking Alpha· 2024-08-30 12:47
maybefalse/iStock Unreleased via Getty Images Alibaba Group Holding (NYSE:BABA) is profiting from bullish investor sentiment following the eCommerce company's earnings for the last quarter. Alibaba benefited from growth in its eCommerce segment, while seeing encouraging momentum in cloud as well. While Alibaba's total sales performance was satisfactory, I think investors are undervaluing the eCommerce company's eye-popping levels of free cash flow. Alibaba is selling for a mere 8.3x profit multiple while th ...
Alibaba releases new AI model Qwen2-VL that can analyze videos more than 20 minutes long
VentureBeat· 2024-08-30 02:21
文章核心观点 - 阿里巴巴云发布了最新的视觉语言模型Qwen2-VL,在多项第三方基准测试中表现出色,超越了Meta的Llama 3.1、OpenAI的GPT-4o、Anthropic的Claude 3 Haiku和Google的Gemini-1.5 Flash等领先模型 [1][2] - Qwen2-VL具有出色的图像和视频分析能力,可以分析长达20分钟的视频内容,并提供总结和回答问题,可用于技术支持等实时应用场景 [3] - Qwen2-VL有3种不同参数规模的版本,其中7B和2B版本采用Apache 2.0开源许可,可供企业商业使用,72B版本将稍后发布 [4][5] - Qwen2-VL具有函数调用和人类视觉感知等能力,可集成到移动设备和机器人等,支持基于视觉环境和文本指令的自动化操作 [6][7] - 阿里巴巴Qwen团队将继续推进视觉语言模型的能力,计划集成更多模态并拓展应用场景 [8]
阿里巴巴:在港完成双重上市,九月有望纳入港股通
第一上海证券· 2024-08-29 16:13
阿里巴巴(BABA.US/9988.HK) 更新报告 | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------|--------|----------------|---------------------------------------------|-------------------------------------------------------------------------------------------|-----------------------|--------------|---------------------------------|--------------------| | 在港完成双重上市, ...
Artificial Intelligence (AI) Could Help Alibaba Regain Its Glory. Here's How.
The Motley Fool· 2024-08-28 22:53
文章核心观点 - 阿里巴巴正在大力投资人工智能(AI),以帮助其在电子商务和云计算业务中重拾往日的辉煌 [3] - 阿里巴巴正在利用AI技术来提高其电子商务和云计算业务的效率和竞争力 [6][7][8][9][12][13] 电子商务业务 - 阿里巴巴在客户服务中使用AI技术,如自动回复和聊天机器人,提高客户服务效率 [6] - 阿里巴巴利用AI技术提供图像和语音搜索,帮助客户更好地搜索到所需商品 [7] - 阿里巴巴利用AI技术提供个性化商品推荐,提高销售转化率和客户粘性 [8] - 阿里巴巴利用AI和机器人技术提高仓储和物流效率,降低运营成本 [9] 云计算业务 - 阿里巴巴利用AI技术优化云计算资源配置,提高服务质量和客户满意度 [12] - 阿里巴巴正在向客户提供AI技术和服务,如机器学习和生成式AI,带来新的收入增长点 [13][16] - 阿里巴巴的AI技术已应用于奥运会等大型活动,取得了良好成果 [14][15]
3 Reasons I'm Cautiously Optimistic About Alibaba's Recovery
The Motley Fool· 2024-08-28 21:45
There are early signs that the worst could be over for Alibaba.The last few years have been tough for Alibaba (BABA -1.01%) and its investors as the company has struggled with multiple issues, such as intense competition, the ongoing crackdown by the Chinese government, and the weak economy.As the company announced its latest earnings results last week, shareholders (myself included) hope to find some signs of stabilization from its recent numbers. Fortunately, some positive indicators suggest that the reco ...
Hang Seng Index: Alibaba Sinks on Earnings as the Markets Turn Cautious
FX Empire· 2024-08-27 12:10
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...
阿里巴巴:香港双重主要上市在即,淘天商业化将进一步加速
申万宏源· 2024-08-26 21:48
报告公司投资评级 - 维持"买入"评级 [16] 报告的核心观点 香港双重主要上市在即 - 8月23日,阿里公告将于8月28日自愿转换为港交所及纽交所双重主要上市,不涉及新股发行或融资 [3] - 香港双重主要上市后,流动性有望边际改善。随着阿里28日完成双重主要上市,公司将最早有可能于9月9日左右纳入港股通,有望带来流动性边际改善 [12] - 同时,阿里近年来持续加码回购,据公司公告,FY24公司共回购12.49亿股普通股,总额达125亿美元。FY25Q1公司回购58亿美元,环比增加10亿美元,稳步加大股东回报力度 [12] 淘天集团商业化进程加速 - 淘天集团是阿里生态中的核心资产,用户体验全面升维,GMV增速回升,商业化进程预计将进一步加速 [13] - 淘天集团回归用户价值,加大用户体验投入。重回以GMV为核心流量分配指标,平衡低价与品质,巩固用户价格力及服务体验,促进消费者留存及购买频次提高 [13] - 锁定高消费VIP客户,吸引高端消费者订阅增长及活跃度提升,驱动GMV恢复积极增长趋势 [13] - 引入中小商家完善平台生态,为前台流量规模及商业变现的长期提升积蓄动能,FY25下半年淘天将持续丰富平台商业化工具,全站推广即将全量上线,提高中小商家付费意愿和渗透率,增加收取0.6%的软件服务费,支撑货币化率提升 [13] 加大出海投入,打造第二增长曲线 - 阿里作为率先开启全球征程的玩家,1999年以国际站B2B优先出海,陆续成立和收购六大零售平台,全球化布局已初步形成 [14] - 23年在全托管打通运营、仓储和物流的"全链路"跨境通道后,出海业务成长势头明显加速。FY2024阿里国际数字商业集团实现收入1026亿元,其中国际零售商业实现收入817亿元,同比增长60% [14] - 速卖通加大欧洲市场投入,优化托管模式,加强物流协同效应释放。Lazada专注运营效率及变现率提升,Trendyol加速海湾区市场布局,提升消费者心智,出海业务成长空间广阔 [14] 云智能集团构筑强劲护城河 - 阿里云作为世界级一流云服务厂商,现已形成完整IaaS+PaaS+MaaS产品体系,市场份额持续领先 [15] - 未来云业务将提高运营效率,加强公共云核心产品供应及渗透 [15] - 平台加大AI投资布局,夯实科技竞争力,24Q2AI平台付费用户环比增长超200%,AI相关产品收入持续实现三位数增长 [15] - 基于平台AI布局及产品组合优化,预计阿里云FY25下半财年对外商业化收入实现双位数增长 [15] 财务数据及盈利预测 - FY24营业收入9411.68亿元,同比增长8.3% [4] - FY24调整后净利润1583.59亿元,同比增长10.0% [4] - FY25-27年营业收入和调整后净利润预计分别为10153.03/10907.99/11816.22亿元和1569.93/1706.38/1838.19亿元 [4] - FY25-27年调整后每股收益预计分别为64.10/69.67/75.05元 [4] - FY25-27年ROE预计分别为14%/12%/12% [4] - FY25-27年市盈率预计分别为10/9/8倍 [4]