<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2020/04/Alibaba-will-use-the-blockchain-to-track-down-copyrighted-music-740x416.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="740" height="416" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2020/04/Alibaba-will-use-the-blockchain-to-track-down-copyrighted-music-740x416.jpg"/></p>
<p>阿里巴巴集团控股有限公司（NYSE: BABA）将于本周四，2 月 24 日，在市场开盘前公布第三季度财报。</p>
<p>阿里巴巴的股价在过去十二个月内下跌超过 50%，目前价格为 114 美元。</p>
<h2>分析师持积极观点</h2>
<p>阿里巴巴将在本周四公布第三季度财报，值得一提的是，云计算的利润率正在上升，并且最近已超过盈利门槛。</p>
<p>云计算部门已成为阿里巴巴收入增长的关键驱动力之一，在不到五年的时间里，其收入占比从 4% 增长到 10%，这一上升趋势预计将持续。</p>
<p>阿里巴巴预计将实现同比收入增长，而市场共识的每股收益预期为 2.54 美元（同比下降 24%）。如果第三季度的业绩超出预期，股价可能会上涨，但管理层对商业状况和未来收益预期的讨论也将对股价产生重要影响。</p>
<p>尽管阿里巴巴仍面临调查问题，使其整体业务面临重大监管风险，但该公司仍在中国电子商务市场中占据主导地位。</p>
<p>好消息是，软银本月报告称不会出售阿里巴巴的股份，这为短期内提供了支撑。软银在阿里巴巴的持股接近 24%，过去软银曾将其阿里巴巴股份作为贷款的抵押品。</p>
<p>许多分析师、银行和研究公司对阿里巴巴的股票持积极看法，并报告称该公司在与竞争对手相比时更具实力，且相较于美国同行更便宜。</p>
<p>巴克莱对阿里巴巴的股票给予买入评级，目标价为 275 美元，意味着超过 100% 的上涨潜力。花旗的分析师 Alicia Yap 对阿里巴巴的目标价为 216 美元，而瑞穗证券的分析师 James Lee 则设定了 180 美元的目标价。巴克莱的分析师 Jiong Shao 补充道：</p>
<blockquote>
<p>BABA 股票的交易价格大幅折扣，尤其是与 FAANG 同行相比。然而，与 FAANG 一样，阿里巴巴不能以疲弱的收益和指引让市场失望。</p>
</blockquote>
<h2>空头控制阿里巴巴</h2>
<p>自 2021 年初以来，阿里巴巴的股价下跌超过 50%，但如果公司公布强劲的第三季度财报，股价可能会高于当前水平。</p>
<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2022/02/alibaba-price-analysis-1024x439.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1024" height="439" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2022/02/alibaba-price-analysis-1024x439.jpg"/></p>
<p>数据来源：tradingview.com</p>
<p>如果价格突破 130 美元，将发出交易阿里巴巴股票的信号，下一个目标可能是 140 美元。</p>
<p>另一方面，如果价格跌破 100 美元的支撑位，将是一个强烈的 “卖出” 信号，股价可能会跌至 80 美元。</p>
<h2>总结</h2>
<p>阿里巴巴将在本周四公布第三季度财报，如果公司公布强劲的第四季度财报，股价可能会高于当前水平。巴克莱对阿里巴巴的股票给予买入评级，目标价为 275 美元，意味着超过 100% 的上涨潜力。</p>
<p>该文章最初发布于 Invezz，标题为《阿里巴巴股价预测：第三季度财报前景》。</p>

阿里财报，一站看懂！

2 倍做多阿里巴巴 ETF - KraneShares

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2 倍做多 BABA ETF - GraniteShares

<p>阿里巴巴集团控股有限公司（NYSE: BABA）将于 2 月 24 日公布第三季度财报。过去一年，该股下跌超过 50%，目前价格为 114 美元。分析师对其前景持积极态度，指出云计算利润率和收入增长上升。巴克莱、花旗集团和瑞穗证券设定了较高的目标价格。软银决定不出售股份为其提供了支持。强劲的第三季度业绩可能会推动股价上涨，而疲弱的业绩则可能导致进一步下跌</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2020/04/Alibaba-will-use-the-blockchain-to-track-down-copyrighted-music-740x416.jpg" alt="" original-src="https://invezz.com/wp-content/uploads/2020/04/Alibaba-will-use-the-blockchain-to-track-down-copyrighted-music-740x416.jpg"/></p>
<p>Alibaba Group Holding Ltd (NYSE: BABA) will announce third-quarter earnings results this Thursday, February 24, before the market opens.</p>
<div class="lb-trans"><p>阿里巴巴集团控股有限公司（NYSE: BABA）将于本周四，2 月 24 日，在市场开盘前公布第三季度财报。</p>
</div><p>Alibaba shares have weakened more than 50% in the period of the last twelve months, and the current price stands at $114.</p>
<div class="lb-trans"><p>阿里巴巴的股价在过去十二个月内下跌超过 50%，目前价格为 114 美元。</p>
</div><h2>Analysts have a positive view</h2>
<div class="lb-trans"><h2>分析师持积极观点</h2>
</div><p>Alibaba will announce third-quarter earnings results this Thursday, and it is important to say that cloud computing profit margins have been rising and recently crossed the profitability threshold.</p>
<div class="lb-trans"><p>阿里巴巴将在本周四公布第三季度财报，值得一提的是，云计算的利润率正在上升，并且最近已超过盈利门槛。</p>
</div><p>The Cloud computing segment has been one of the key drivers of revenue growth for Alibaba, growing from 4% to 10% of revenue in less than five years, and the rising trend should continue.</p>
<div class="lb-trans"><p>云计算部门已成为阿里巴巴收入增长的关键驱动力之一，在不到五年的时间里，其收入占比从 4% 增长到 10%，这一上升趋势预计将持续。</p>
</div><p>Alibaba should deliver a year-over-year increase in revenues while the consensus earnings per share estimate stand at $2.54 (-24% Y/Y). The stock might move higher if the third-quarter results top expectations, but management’s discussion of business conditions and future earnings expectations will also have an important influence on the stock price.</p>
<div class="lb-trans"><p>阿里巴巴预计将实现同比收入增长，而市场共识的每股收益预期为 2.54 美元（同比下降 24%）。如果第三季度的业绩超出预期，股价可能会上涨，但管理层对商业状况和未来收益预期的讨论也将对股价产生重要影响。</p>
</div><p>Alibaba continues to dominate the Chinese e-commerce market even though the company still faces investigation issues that put Alibaba’s collective businesses in the crosshairs of significant regulatory risk.</p>
<div class="lb-trans"><p>尽管阿里巴巴仍面临调查问题，使其整体业务面临重大监管风险，但该公司仍在中国电子商务市场中占据主导地位。</p>
</div><p>The positive news is that SoftBank reported this month that it would not sell shares of Alibaba, which established near-term support. SoftBank’s stake in BABA is close to 24%, and in the past, SoftBank has used its Alibaba shares as collateral for loans.</p>
<div class="lb-trans"><p>好消息是，软银本月报告称不会出售阿里巴巴的股份，这为短期内提供了支撑。软银在阿里巴巴的持股接近 24%，过去软银曾将其阿里巴巴股份作为贷款的抵押品。</p>
</div><p>Many analysts, banks, and research companies have a positive view of the shares of Alibaba and reported that this company is stronger in relation to its competitors and also cheaper than its U.S. counterparts.</p>
<div class="lb-trans"><p>许多分析师、银行和研究公司对阿里巴巴的股票持积极看法，并报告称该公司在与竞争对手相比时更具实力，且相较于美国同行更便宜。</p>
</div><p>Barclays assigned a buy rating on shares with a $275 target price which implies more than 100% upside potential. Alicia Yap, the analyst at Citigroup, has a $216 price target on Alibaba, while analyst James Lee from Mizuho Securities assigned a $180 target price. Jiong Shao, an analyst from Barclays, added:</p>
<div class="lb-trans"><p>巴克莱对阿里巴巴的股票给予买入评级，目标价为 275 美元，意味着超过 100% 的上涨潜力。花旗的分析师 Alicia Yap 对阿里巴巴的目标价为 216 美元，而瑞穗证券的分析师 James Lee 则设定了 180 美元的目标价。巴克莱的分析师 Jiong Shao 补充道：</p>
</div><blockquote>
<p>BABA stock trades at a massive discount, especially when compared to its FAANG peers. However, as with the FAANGs, Alibaba can’t afford to disappoint the market with weak earnings and guidance.</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>BABA 股票的交易价格大幅折扣，尤其是与 FAANG 同行相比。然而，与 FAANG 一样，阿里巴巴不能以疲弱的收益和指引让市场失望。</p>
</blockquote>
</div><h2>Bears in control of Alibaba</h2>
<div class="lb-trans"><h2>空头控制阿里巴巴</h2>
</div><p>Alibaba shares weakened more than 50% since the beginning of the 2021 year, but if the company posts strong third-quarter earnings results, the share price could be above the current levels.</p>
<div class="lb-trans"><p>自 2021 年初以来，阿里巴巴的股价下跌超过 50%，但如果公司公布强劲的第三季度财报，股价可能会高于当前水平。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2022/02/alibaba-price-analysis-1024x439.jpg" alt="" original-src="https://invezz.com/wp-content/uploads/2022/02/alibaba-price-analysis-1024x439.jpg"/></p>
<p>Data source: tradingview.com</p>
<div class="lb-trans"><p>数据来源：tradingview.com</p>
</div><p>If the price jumps above $130, it will signal to trade Alibaba shares, and the next target could be $140.</p>
<div class="lb-trans"><p>如果价格突破 130 美元，将发出交易阿里巴巴股票的信号，下一个目标可能是 140 美元。</p>
</div><p>On the other side, if the price falls below support at $100, it would be a strong “sell” signal, and we have the open way to $80.</p>
<div class="lb-trans"><p>另一方面，如果价格跌破 100 美元的支撑位，将是一个强烈的 “卖出” 信号，股价可能会跌至 80 美元。</p>
</div><h2>Summary</h2>
<div class="lb-trans"><h2>总结</h2>
</div><p>Alibaba will announce third-quarter earnings results this Thursday, and if the company posts strong fourth-quarter earnings results, the share price could be above the current levels. Barclays assigned a buy rating on shares with a $275 target price which implies more than 100% upside potential.</p>
<div class="lb-trans"><p>阿里巴巴将在本周四公布第三季度财报，如果公司公布强劲的第四季度财报，股价可能会高于当前水平。巴克莱对阿里巴巴的股票给予买入评级，目标价为 275 美元，意味着超过 100% 的上涨潜力。</p>
</div><p>The post Alibaba share price forecast ahead Q3 results appeared first on Invezz</p>
<div class="lb-trans"><p>该文章最初发布于 Invezz，标题为《阿里巴巴股价预测：第三季度财报前景》。</p>
</div>

阿里巴巴股价预测：第三季度业绩公布前的展望