阿里巴巴本周财报有哪些看点?

华尔街股市迎来了自2023年初以来最好的一天,有助于缓解近期对科技股反弹的担忧。

BABA – Daily Chart

阿里巴巴-日图

在纽约证交所,阿里巴巴股价在80.91美元的水平遇到了一些初步阻力。即将到来的业绩公布将决定该股能否回到下一个阻力位90.51美元或回落至74美元。

这家中国电子商务巨头预计在截至6月底的三个月里实现净利润283.1亿元人民币(39.5亿美元)。这将低于去年同期343.3亿元的利润。

一季度收入预计将达到人民币2,475亿元,高于上年同期的2,41.6亿元。

花旗分析师表示,由于短视频竞争对手的增长速度低于预期,阿里巴巴的总商品价值预计将大幅增长。花旗预计,阿里巴巴的商户收入增长将低于其商品交易总额的增长。

杰富瑞分析师在一份研究报告中表示,预计这家零售商将专注于流量、订单量和GMV增长等运营指标,之后将专注于货币化和盈利能力。他们预计,该公司本季度的整体息税前利润同比下降9%,至人民币410亿元左右。

阿里巴巴预计将于8月中旬完成在香港两地的首次上市。分析师认为,有望被纳入沪港通,可能会在9月份推动该股的价格上涨。

股票回购在业绩公布之前一直很强劲,该公司以58亿美元的价格购买了7,700万份美国存托凭证,回购了3.16%的股票。

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