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阿里巴巴股价:向上走向下走?

阿里巴巴股价:向上走向下走?

Scott Cendrowski 2015-03-23
今年,阿里巴巴股价已经下跌20%,分析师纷纷下调目标价,与此同时,此前逾3亿股受限股近期已经开始可以上市流通——这些统统意味着一件事:现在,是时候去推敲阿里巴巴股价余下这年会何去何从了。

    表现落后:去年9月阿里巴巴上市后,腾讯的股价走势一直处于领先位置。来源:雅虎
 

    

    而对阿里巴巴看涨的受访者,则普遍将原因归结于阿里的业务实力。该公司占有中国五分之四的电商市场,而后者的规模高达4000亿美元,居全球之首,而且还在以每年25%的速度增长。支付宝是中国在线支付领域的主导者。天猫在国内实力非凡,以至于阿里巴巴的对手亚马逊不久之前都在天猫上开了店。

    还有一位受访者表示,另一个原因是阿里巴巴拥有中国最顶尖的人才。它把巨额资金投入国内外的初创企业,从而网罗了这些公司的核心高管。去年,阿里巴巴收购了移动浏览器公司UCWeb,创下了互联网行业并购规模之最,而UCWeb当时的首席执行官俞永福等高层在业内颇受敬重。

    今年底阿里巴巴的股价将收于多少,没人能未卜先知。不过,如果大家想让自己的预期更接近实际水平,或许可以先听听那些每日接触阿里巴巴的商界人士的意见。(财富中文网)

    译者:Charlie

    Of those who thought BABA would rise, the strength of the business was a common reason given. The company commands four-fifths of the e-commerce market in China, which happens to be the world’s largest at $400 billion and is growing 25% a year. Alipay is the country’s dominant online payment system. Tmall is such a strong platform in China that Alibaba rival Amazon.com AMZN 0.86% just opened its own store there.

    Another reason: Alibaba has cherry-picked top talent in China, one respondent said. Alibaba’s massive spending on startups in China and overseas is bringing key executives into the fold. Last year it acquired UCWeb, a Chinese mobile web browsing company with respected executives like its CEO Yu Yongfu, in the country’s biggest Internet deal.

    No-one can divine where Alibaba ends the year. But if you wanna get close, you might start by listening to the business people who are surrounded by Alibaba every day.

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