卡sh
参与了投票
A day after Tencent's results, we now look at $阿里巴巴(BABA.US$ $阿里巴巴-SW(09988.HK$.
All I can say from big picture, is that Alibaba is facing a different set of challenge.
Where Tencent has swiftly shown recovery and improvements, Baba's struggles are different.
Here are some notes to take note of.
1. Total revenue is up 2% YoY only
Although there are bright growth sparks for International commerce, local consumer services, and Cainiao, it was all offset by a drop...
All I can say from big picture, is that Alibaba is facing a different set of challenge.
Where Tencent has swiftly shown recovery and improvements, Baba's struggles are different.
Here are some notes to take note of.
1. Total revenue is up 2% YoY only
Although there are bright growth sparks for International commerce, local consumer services, and Cainiao, it was all offset by a drop...
![Alibaba - Headwinds still there](https://sgsnsimg.moomoo.com/102263458/editor_image/70d10e9f5abe3cc3a59d3c8d1d23ed93.png/thumb)
![Alibaba - Headwinds still there](https://sgsnsimg.moomoo.com/102263458/editor_image/eb532df36a5b354b9792f178d4e7789c.png/thumb)
![Alibaba - Headwinds still there](https://sgsnsimg.moomoo.com/102263458/editor_image/5c0c62edced1385dbcbac8f48b95331e.png/thumb)
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卡sh
参与了投票
最近,主要机构向美国证券交易委员会(SEC)提交了13F报告,披露了其在第四季度的持股量和在美国股票中的头寸规模。
值得注意的是,大型华尔街私募股权基金正在大规模购买中国股票,中国股票的配置策略 已经从 [体重不足] 逐渐转变为 [中性]!![]()
迈克尔...
值得注意的是,大型华尔街私募股权基金正在大规模购买中国股票,中国股票的配置策略 已经从 [体重不足] 逐渐转变为 [中性]!
迈克尔...
已翻译
![13F 表格的申请期到了!华尔街资本从中国股票中获利](https://ussnsimg.moomoo.com/feed_image/77777888/70e3cf1f29663a92bef2bd81004e467b.jpg/thumb)
![13F 表格的申请期到了!华尔街资本从中国股票中获利](https://ussnsimg.moomoo.com/feed_image/77777888/cd84ead8980e39a2a1251c9b78b89808.png/thumb)
![13F 表格的申请期到了!华尔街资本从中国股票中获利](https://ussnsimg.moomoo.com/feed_image/77777888/7130c2744b123fbcb23f55ad6770d403.png/thumb)
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卡sh
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$谷歌-C(GOOG.US$ $亚马逊(AMZN.US$ 谷歌云部门的收入在第三季度增长了45%,达到49.9亿美元,而营业亏损从去年同期的12.1亿美元缩小至6.44亿美元。谷歌云平台在云基础设施市场上落后于亚马逊的AWS和微软的Azure,但它受益于新兴的多云趋势,因为大型企业分散了工作负载,而不是依赖单一供应商。Alphabet的投资也获得了丰厚的回报...
已翻译
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