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阿里巴巴股价今年为何上涨80%

2017年08月22日

阿里巴巴集团正受益于越来越多的中国人网上购物比重的不断提升。

中国电子商务龙头阿里巴巴第一财务季度收入上升56%,超过分析师预期,动力来自占业务大多数的在线交易的增长。

上周四公布的业绩显示,作为亚洲价值最高的公司之一,阿里巴巴集团正受益于越来越多的中国人网上购物比重的不断提升,他们买的东西应有尽有,包括食品、服装和奢侈品。

今年阿里巴巴的股价上涨了81%。原因是电商业务收入稳步增长,云计算和娱乐子公司增长迅猛,尽管实体店投资尚未取得成效。

在截止6月30日的三个月中,阿里巴巴实现收入501亿元,而汤森路透的数据显示,分析师预测的平均收入为477亿元。

阿里巴巴首席执行官张勇在一份声明中表示:“我们的技术正在推动我们的业务全面大幅增长,同时巩固了我们在核心电商业务以外的位置。”

在这三个月中,核心电商业务对阿里巴巴总收入的贡献为86%,高于一年前的73%。

云业务收入上升96%,达到24亿元,付费用户数量首次突破100万大关,而上年同期这个数字为57.7万。

第一财季,阿里巴巴云业务在全球的数据中心数量增至17个,两个新增数据中心分别设在印度和印尼。

娱乐业务收入40亿元,增长30%。

归属公司股东的净利润为21.7亿美元(144.74亿元人民币),或每股0.83美元,增长近一倍。

2017年,阿里巴巴和京东等中国电商股的表现好于大盘,原因是6月份前后的促销活动带动收入增长以及海外扩张取得进展。

6月份,阿里巴巴将全年收入增长预期上调至45-49%。

同时,阿里巴巴加快了东南亚电商基础设施建设速度,包括再向新加坡电商平台Lazada Group投资10亿美元,并且瞄准了俄罗斯和美国的新商家,这些都属于阿里巴巴提升收入并吸引国外新客户的整体规划。

不过,阿里巴巴近几次大规模投资的价值尚未得到证明,其中包括向百货连锁银泰商业集团投入26亿美元等线下业务投资。(财富中文网)

译者:Charlie

审稿: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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