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阿里巴巴股價(jià)今年為何上漲80%

阿里巴巴股價(jià)今年為何上漲80%

2017-08-22
阿里巴巴集團(tuán)正受益于越來越多的中國人網(wǎng)上購物比重的不斷提升。

中國電子商務(wù)龍頭阿里巴巴第一財(cái)務(wù)季度收入上升56%,超過分析師預(yù)期,動(dòng)力來自占業(yè)務(wù)大多數(shù)的在線交易的增長。

上周四公布的業(yè)績顯示,作為亞洲價(jià)值最高的公司之一,阿里巴巴集團(tuán)正受益于越來越多的中國人網(wǎng)上購物比重的不斷提升,他們買的東西應(yīng)有盡有,包括食品、服裝和奢侈品。

今年阿里巴巴的股價(jià)上漲了81%。原因是電商業(yè)務(wù)收入穩(wěn)步增長,云計(jì)算和娛樂子公司增長迅猛,盡管實(shí)體店投資尚未取得成效。

在截止6月30日的三個(gè)月中,阿里巴巴實(shí)現(xiàn)收入501億元,而湯森路透的數(shù)據(jù)顯示,分析師預(yù)測(cè)的平均收入為477億元。

阿里巴巴首席執(zhí)行官張勇在一份聲明中表示:“我們的技術(shù)正在推動(dòng)我們的業(yè)務(wù)全面大幅增長,同時(shí)鞏固了我們?cè)诤诵碾娚虡I(yè)務(wù)以外的位置?!?/p>

在這三個(gè)月中,核心電商業(yè)務(wù)對(duì)阿里巴巴總收入的貢獻(xiàn)為86%,高于一年前的73%。

云業(yè)務(wù)收入上升96%,達(dá)到24億元,付費(fèi)用戶數(shù)量首次突破100萬大關(guān),而上年同期這個(gè)數(shù)字為57.7萬。

第一財(cái)季,阿里巴巴云業(yè)務(wù)在全球的數(shù)據(jù)中心數(shù)量增至17個(gè),兩個(gè)新增數(shù)據(jù)中心分別設(shè)在印度和印尼。

娛樂業(yè)務(wù)收入40億元,增長30%。

歸屬公司股東的凈利潤為21.7億美元(144.74億元人民幣),或每股0.83美元,增長近一倍。

2017年,阿里巴巴和京東等中國電商股的表現(xiàn)好于大盤,原因是6月份前后的促銷活動(dòng)帶動(dòng)收入增長以及海外擴(kuò)張取得進(jìn)展。

6月份,阿里巴巴將全年收入增長預(yù)期上調(diào)至45-49%。

同時(shí),阿里巴巴加快了東南亞電商基礎(chǔ)設(shè)施建設(shè)速度,包括再向新加坡電商平臺(tái)Lazada Group投資10億美元,并且瞄準(zhǔn)了俄羅斯和美國的新商家,這些都屬于阿里巴巴提升收入并吸引國外新客戶的整體規(guī)劃。

不過,阿里巴巴近幾次大規(guī)模投資的價(jià)值尚未得到證明,其中包括向百貨連鎖銀泰商業(yè)集團(tuán)投入26億美元等線下業(yè)務(wù)投資。(財(cái)富中文網(wǎng))

譯者:Charlie

審稿:夏林

Alibaba, China's top e-commerce firm, beat analyst's estimates with a 56% rise in first-quarter revenue, driven by growth in online sales which make up most of its business.

Thursday's results show that Alibaba Group, one of Asia's most valuable companies, is benefiting from more and more Chinese buying an increasing proportion of everything from food to clothing to luxury items online.

Alibaba's stock is up by over 81% this year, lifted by steady increases in revenue for its commerce business and strong growth in its cloud computing and entertainment units, even as investments in offline stores are yet to pay off.

Alibaba's revenue rose to 50.1 billion yuan ($7.51 billion)for the three months ended June 30, compared with analysts' average estimate of 47.7 billion yuan, according to Thomson Reuters.

"Our technology is driving significant growth across our business and strengthening our position beyond core commerce," chief executive Daniel Zhang said in a statement.

Revenue from Alibaba's core e-commerce business made up 86% of total revenue in the three months to June 30, up from 73% in the same period a year prior.

In the cloud business, revenue grew 96% in the quarter to 2.4 billion yuan, with total paying customers breaking the 1 million mark for the first time, up from 577,000 a year earlier.

Alibaba's cloud business boosted its total global data centers to 17 during the first quarter, with the addition of two centers in India and Indonesia.

Revenue in the entertainment business rose by 30% to 4 billion yuan.

Net income attributable to the company's shareholders nearly doubled to $2.17 billion, or 83 cents per share.

Shares of Chinese e-commerce firms, including Alibaba.com and JD.com, have outperformed the market in 2017, buoyed by positive revenue growth around June sales events and overseas expansion developments.

In June, Alibaba (baba, +2.77%) raised its expectations for full year revenue growth to 45-49%.

It has accelerated the roll-out of its e-commerce infrastructure in Southeast Asia, with a further $1 billion investment in Singapore-based e-commerce platform Lazada Group, and targeted new merchants in Russia and the United States as part of a wider plan to boost revenues and attract new customers outside of China.

Alibaba, though, is yet to prove the value of several recent large-scale investments, including $2.6 billion in department store chain Intime Retail Group, among other brick-and-mortar investments.

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