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美股異動 | 阿裏巴巴盤前拉昇,漲1.36%
uSMART盈立智投 05-13 19:25

阿裏巴巴:第四季度營收1873.95億元,市場預期1781.8億元,去年同期1143.14億元。 

第四季度淨虧損54.79億元,市場預期淨利潤91.86億元,去年同期淨利潤31.62億元。 

2021財年全年營收7172.89億元,市場預期7092.33億元,去年同期5097.11億元。 

2021財年全年淨利潤1503.08億元,市場預期1651.75億元,去年同期1492.63億元。 

阿裏巴巴(BABA.N):2021財年Q4每股虧損1.99元,市場預期3.73元,去年同期1.16元。2021財年每股盈利54.7元,市場預期58.51元,去年同期55.93元。中國零售市場年度活躍消費者截至2021年3月31日止12個月期間爲8.11億,較截至2020年12月31日止12個月增加3,200萬。2021年3月,中國零售市場移動月活躍用戶達9.25億,較2020年12月增加2,300萬。

阿裏巴巴生態體系的全球年度活躍消費者達到超過10億的裏程碑,其中8.91億消費者來自我們中國零售市場、本地生活服務和數字媒體及娛樂平臺,以及約2.40億來自海外。中國零售市場年度活躍消費者爲8.11億,較截至2020年3月31日止12個月增加8,500萬。2021財年,阿裏巴巴生態體系的商品交易額(GMV)爲人民幣8.119萬億元(1.239萬億美元),主要包括中國零售市場GMV人民幣7.494萬億元(1.144萬億美元),以及跨境及全球零售市場和本地生活服務GMV。我們在2021財年的收入超過了年度收入指引,實現了同比32%的強勁增長(不含新收購的高鑫零售並表)。這是由於我們核心商業的強勁表現及阿裏雲的持續增長所推動。

於2021財年,來自雲計算業務的收入同比增長50%至人民幣601.20億元(91.76億美元),主要由互聯網、公共部門及金融行業客戶收入的增長所推動。

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