You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大摩:阿里(09988.HK)618促銷期間GMV正增長令人鼓舞 惟復甦軌道仍不確定
摩根士丹利發表報告,指阿里巴巴(09988.HK)618促銷期間總商品交易額(GMV)正增長令人鼓舞,但復甦軌道仍不確定,儘管變現能力在2022財政年度第四季回穩,但商家的支付能力受到4月和5月期間的封控和疲軟的交易額所阻礙。管理層計劃繼續對淘寶天貓進行再投資,以改善整個用戶體驗。 大摩指,阿里巴巴預計淘菜菜、淘寶特價版和數字媒體和娛樂業務的虧損將逐漸減少,而本地消費者服務和Lazada則強調效率,淘寶特價版計劃將重點從獲取用戶轉移到增加購買頻率,而淘菜菜旨在通過成本控制來提高區域訂單密度。 集團仍然對該雲業務的長期增長和毛利率潛力有信心,目前的重點是規模和技術。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account