Alibaba's Taobao Overhaul Boosts Growth: Analyst Expects 6% Quarterly Revenue Spike
Alibaba's Taobao Overhaul Boosts Growth: Analyst Expects 6% Quarterly Revenue Spike
Bank of America is bullish on Alibaba Group Holding Limited (NYSE:BABA) and expects a 6% spike in year-over-year revenue when the Chinese e-commerce company reports first-quarter earnings Thursday.
美国银行看好baba n3411，预计这家中国电子商务公司在周四公布第一季度收益报告时营业收入同比增长6%。
The expected a 6% increase in revenue to 248 billion yuan is in line with analyst consensus.
预计营业收入将增长6％至2480亿元，符合分析师共识。
Analyst Joyce Ju said Alibaba's customer management revenue in the Chinese market is expected to rise 2.3% to 81.5 billion yuan ($114 billion). Gross merchandise value is forecasted to rise by a single-digit percentage after Alibaba overhauled its Taobao e-commerce platform in an initiative carried out by Taobao and Tmall, Alibaba's domestic e-commerce unit, the analyst said.
分析师Joyce Ju表示，预计阿里巴巴在中国市场的客户管理收入将增长2.3％，达815亿元（1140亿美元）。 在阿里巴巴的电商平台淘宝和天猫推出的一项计划中，淘宝和阿里巴巴的国内电商部门，预计商品总价值将增长个位数，分析师称。
"We believe TT managed to slightly outgrow the industry as physical online goods sales reported by NBS was only 6.4% in 2Q24," she wrote in a note.
她在一篇笔记中写道：“我们相信，Tt成功地在行业板块内略微超越了NBS在第二季度实物在线商品销售仅为6.4％的数据。”
Ju reiterated an Outperform rating on Alibaba and raised the price target from $103 to $106.
Ju重申了对阿里巴巴的跑赢大盘评级，并将目标股价从103美元上调至106美元。
Alibaba revamped its webpage earlier this year in its most significant update in seven years to improve the shopping experience ahead of China's major 618 shopping festival in late May.
今年早些时候，阿里巴巴对其主页进行了最重要的更新，以在5月底的中国618购物节前改善购物体验。
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阅读更多：GameStop，AMC，阿里巴巴，Rivian，特斯拉：为什么这5只股票成为投资者关注的焦点
The upgrade focused on streamlining the layout and simplifying the search and buying process for users and merchants.
更新的重点是简化布局和简化用户和商家的搜索和购买流程。
Alibaba's full-year revenue is expected to grow to 125 billion yuan by 2025, according to BofA.
根据美国银行的预测，阿里巴巴的全年营收预计将增长至1250亿元。
BABA Price Action: Shares of Alibaba were down 1.8% to $79.60 at the time of publication Wednesday.
截至发布时间，周三阿里巴巴的股票下跌1.8％，至79.60美元。
This decline was mirrored across several related ETFs:
多个所属etf也出现下跌：
- Invesco Golden Dragon China ETFProShares Online Retail ETF (NASDAQ:PGJ) fell 1.91%.
- ProShares Online Retail ETF (NYSE:ONLN) slipped 0.24%.
- Global X E-commerce ETF (NASDAQ:EBIZ) decreased 1.09%.
- ProShares Long Online/Short Stores ETF (NYSE:CLIX) dropped 0.65%.
- Matthews Pacific Tiger Active ETF (NYSE:ASIA) slid 0.85%.
- 景顺祥龙中国ETF、ProShares Online Retail ETF (NASDAQ:PGJ)下跌1.91％。
- ProShares Online Retail ETF (NYSE:ONLN)下跌0.24％。
- Global X电子商务ETF (NASDAQ:EBIZ)下跌1.09％。
- ProShares Long Online/Short Stores ETF (NYSE:CLIX)下跌0.65％。
- Matthews Pacific Tiger Active ETF (NYSE:ASIA)下跌0.85％。
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Photo courtesy Alibaba.
图片提供：阿里巴巴。