阿里巴巴(BABA)
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Orion to Feature Buy American Act (BAA) and Build American Buy America (BABA)-Compliant LED Lighting Solutions at the Society of American Military Engineers 2024 Federal Small Business Conference
GlobeNewswire News Room· 2024-11-19 21:27
MANITOWOC, Wis., Nov. 19, 2024 (GLOBE NEWSWIRE) -- Orion Energy Systems, Inc. (Nasdaq: OESX) (Orion Lighting), a provider of energy-efficient LED lighting and controls, maintenance services and electric vehicle (EV) charging station solutions, is pleased to announce its participation in the Society of American Military Engineers (SAME) 2024 Federal Small Business Conference. The event will take place at the New Orleans Ernest N. Morial Convention Center in New Orleans, Louisiana from Wednesday, November 20 ...
Should You Buy Alibaba Stock on the Dip?
The Motley Fool· 2024-11-19 18:45
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool recommends Alibaba Group. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...
Billionaire Philippe Laffont Sold 80% of Coatue's Stake in Nvidia and Is Piling Into This Historically Cheap Artificial Intelligence (AI) Stock Instead
The Motley Fool· 2024-11-19 18:06
Laffont has shed a majority of his fund's position in artificial intelligence (AI) leader Nvidia in favor of an overseas AI company with a boatload of cash.In case you missed it, one of the most important data releases of the fourth quarter occurred last week -- and I'm not talking about the October inflation report.No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management (AUM) are required to file Form 13F with the Securiti ...
阿里巴巴:CMR增速回升,AI应用商业化驱动云增长加速
申万宏源· 2024-11-19 10:29
报告投资评级 - 维持“买入”评级[3][12] 报告核心观点 - 阿里巴巴2QFY25营收为2365亿元,同比+5%,经调整EBITA同比-5%至人民币406亿元,Non-GAAP净利润为365亿元,同比-9%,业绩符合预期。购频提高驱动淘天GMV持续增长,商业化推进,TR企稳,CMR增速回升。高德出行全链路服务能力强劲,饿了么订单持续增长,本地生活收入实现同比+14%。国际业务保持投入,盈利能力改善。云智能增长持续加速,AI相关产品收入增长势能强劲。回购持续推进,提升股东回报[3] 各板块业务情况 淘天业务 - 24Q3淘天在商品价格竞争力、服务、会员权益等加大战略投入,实现新交易用户明显增长,吸引高价值用户订阅及活跃提升,88vip会员同比持续双位数增长达4600万人。Q3平台用户购频增长驱动订单量同比双位数增长,促进GMV持续增长。9月淘天正式收取0.6%的技术服务费,全站推广上线提振商家营销效率,渗透率稳步提升,平台商业化工具进一步丰富,支撑货币化率平稳上行,本季度客户管理收入同比增长2%至704亿元[3] 本地生活业务 - 高德出行全链路服务能力强劲,国庆日活用户峰值超3亿,创历史新高,饿了么订单持续增长,2QFY25本地生活收入实现同比+14%至177亿元,经营效率和规模效应不断提升,经调整EBITA亏损明显收窄21.73亿元至-3.91亿元[3] 国际业务 - FY2Q25国际业务继续保持强劲增长,国际数字商业集团实现收入同比增长29%至317亿元,其中国际零售商业同比增长35%至256亿元。速卖通和Trendyol继续投入欧洲和海湾地区市场,海外不确定风险有限。其中速卖通采用“POP+全托管”双轨驱动模式,并推出海外托管模式,协同菜鸟增强平台履约竞争力[3] 云智能业务 - Q3公司发布通义千问大模型升级,开源模型2.5系列位列全球开源生态系统领先位置,强化AI基础设施完善性能,降低API调用费率,提供具有性价比的AI服务。公司公共云业务实现双位数增长,AI相关产品收入连续五个季度实现三位数同比增长,FY2Q25云智能集团收入同比增长7%达296亿元,经调整EBITA同比+89%达26.6亿元[3] 股份回购情况 - 24Q3公司回购4.14亿普通股,共计41亿美元,连续3个季度回购金额超40亿美元。相较24年6月末,公司净减少4.05亿股普通股,净减少比例2.1%。目前股份回购计划额度剩余220亿美元[3]
Alibaba: Better Value Than Investors Think
Seeking Alpha· 2024-11-19 03:19
Alibaba (NYSE: BABA ) reported mixed results for the September quarter on Friday that beat on the bottom but missed on the top line. The e-Commerce company remains a play on a massive fiscal stimulus package that the Chinese governmentAnalyst’s Disclosure: I/we have a beneficial long position in the shares of BABA, PDD, JD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeki ...
Alibaba planning $5bn bond issue to repay debt
Proactiveinvestors NA· 2024-11-19 01:01
About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and ...
Alibaba: The Market's Concerns Are Justified, And Here's Why
Seeking Alpha· 2024-11-19 00:44
There is no doubt in my mind that Alibaba Group Holding Limited (NYSE: BABA ) is undervalued based on traditional financial metrics. Yet, the market continues to reject the stock, which now trades near IPOInvestor based in Geneva, Switzerland. Follow me on Twitter @GenevaInvestor for daily macro & investing nuggets. I write about macroeconomics, global trends, and what I believe are asymmetric investment opportunities in the market. I have a Master's degree in Business Management. I am currently bullish on ...
Alibaba Q2 Earnings Miss Estimates, Revenues Improve Y/Y
ZACKS· 2024-11-19 00:25
Alibaba (BABA) shares were slightly up at pre-market trading on Nov. 18, following the second-quarter fiscal 2025 results. BABA shares have returned 14.3% compared with the Zacks Retail-Wholesale sector’s appreciation of 23% in the year-to-date period.BABA reported non-GAAP earnings of $2.15 per ADS, which missed the Zacks Consensus Estimate by 4.87%. BABA’s earnings lagged the Zacks Consensus Estimate in two of the trailing four quarters, beating in the remaining two, the average earnings surprise being 2. ...
Down -13.51% in 4 Weeks, Here's Why You Should You Buy the Dip in Alibaba (BABA)
ZACKS· 2024-11-18 23:37
A downtrend has been apparent in Alibaba (BABA) lately with too much selling pressure. The stock has declined 13.5% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.Guide to Identifying Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotti ...
Alibaba Stock: Why Earnings Make It a Buy Despite the Recent Dip
MarketBeat· 2024-11-18 20:39
Most of the market is waking up to some discouraging price action from shares of Alibaba Group NYSE: BABA today; despite rallying by over 3% in the pre-market session, the stock quickly gave up its gains at the market open and got to a low of up to 2.5% declines during the day. The frustration is palpable as the company reported a blockbuster quarterly earnings report. Alibaba Group TodayBABAAlibaba Group$88.59 -1.99 (-2.20%) 52-Week Range$66.63▼$117.82Dividend Yield1.11%P/E Ratio17.97Price Target$114.53Ad ...