鹅厂小灵通
2024.05.17 08:20

真是士别三日,当刮目相看。谁知道在阿里财报后的第三日,股价暴涨近 8%,创 6 个月以来收盘新高。

确实,与腾讯同比增长 54% 的净利润,阿里反而同比下滑了 11%,这业绩属实称不上好,但绝对称不上坏。

我反而觉得阿里这两年的变革是有成效的,淘天的 GMV 和收入已经稳住并且开始恢复增长了。

多家投资公司增持阿里,包括电影《大空头》男主角原型、传奇对冲基金经理 Michael Burry 的投资公司 ScionAsset Management 都加大了对阿里的投资也证明了人家的价值$BABA-SW.HK $TENCENT.HK

来源: 牛股侦探

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