<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>阿里巴巴集團控股有限公司（NYSE: BABA）將於本週四，2 月 24 日，在市場開盤前公佈第三季度財報。</p>
<p>阿里巴巴的股價在過去十二個月內下跌超過 50%，目前價格為 114 美元。</p>
<h2>分析師持積極觀點</h2>
<p>阿里巴巴將在本週四公佈第三季度財報，值得一提的是，雲計算的利潤率正在上升，並且最近已超過盈利門檻。</p>
<p>雲計算部門已成為阿里巴巴收入增長的關鍵驅動力之一，在不到五年的時間裏，其收入佔比從 4% 增長到 10%，這一上升趨勢預計將持續。</p>
<p>阿里巴巴預計將實現同比收入增長，而市場共識的每股收益預期為 2.54 美元（同比下降 24%）。如果第三季度的業績超出預期，股價可能會上漲，但管理層對商業狀況和未來收益預期的討論也將對股價產生重要影響。</p>
<p>儘管阿里巴巴仍面臨調查問題，使其整體業務面臨重大監管風險，但該公司仍在中國電子商務市場中佔據主導地位。</p>
<p>好消息是，軟銀本月報告稱不會出售阿里巴巴的股份，這為短期內提供了支撐。軟銀在阿里巴巴的持股接近 24%，過去軟銀曾將其阿里巴巴股份作為貸款的抵押品。</p>
<p>許多分析師、銀行和研究公司對阿里巴巴的股票持積極看法，並報告稱該公司在與競爭對手相比時更具實力，且相較於美國同行更便宜。</p>
<p>巴克萊對阿里巴巴的股票給予買入評級，目標價為 275 美元，意味着超過 100% 的上漲潛力。花旗的分析師 Alicia Yap 對阿里巴巴的目標價為 216 美元，而瑞穗證券的分析師 James Lee 則設定了 180 美元的目標價。巴克萊的分析師 Jiong Shao 補充道：</p>
<blockquote>
<p>BABA 股票的交易價格大幅折扣，尤其是與 FAANG 同行相比。然而，與 FAANG 一樣，阿里巴巴不能以疲弱的收益和指引讓市場失望。</p>
</blockquote>
<h2>空頭控制阿里巴巴</h2>
<p>自 2021 年初以來，阿里巴巴的股價下跌超過 50%，但如果公司公佈強勁的第三季度財報，股價可能會高於當前水平。</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>數據來源：tradingview.com</p>
<p>如果價格突破 130 美元，將發出交易阿里巴巴股票的信號，下一個目標可能是 140 美元。</p>
<p>另一方面，如果價格跌破 100 美元的支撐位，將是一個強烈的 “賣出” 信號，股價可能會跌至 80 美元。</p>
<h2>總結</h2>
<p>阿里巴巴將在本週四公佈第三季度財報，如果公司公佈強勁的第四季度財報，股價可能會高於當前水平。巴克萊對阿里巴巴的股票給予買入評級，目標價為 275 美元，意味着超過 100% 的上漲潛力。</p>
<p>該文章最初發佈於 Invezz，標題為《阿里巴巴股價預測：第三季度財報前景》。</p>

阿里財報，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>阿里巴巴集團控股有限公司（NYSE: BABA）將於 2 月 24 日公佈第三季度財報。過去一年，該股下跌超過 50%，目前價格為 114 美元。分析師對其前景持積極態度，指出雲計算利潤率和收入增長上升。巴克萊、花旗集團和瑞穗證券設定了較高的目標價格。軟銀決定不出售股份為其提供了支持。強勁的第三季度業績可能會推動股價上漲，而疲弱的業績則可能導致進一步下跌</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>阿里巴巴集團控股有限公司（NYSE: BABA）將於本週四，2 月 24 日，在市場開盤前公佈第三季度財報。</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>阿里巴巴的股價在過去十二個月內下跌超過 50%，目前價格為 114 美元。</p>
</div><h2>Analysts have a positive view</h2>
<div class="lb-trans"><h2>分析師持積極觀點</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>阿里巴巴將在本週四公佈第三季度財報，值得一提的是，雲計算的利潤率正在上升，並且最近已超過盈利門檻。</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>雲計算部門已成為阿里巴巴收入增長的關鍵驅動力之一，在不到五年的時間裏，其收入佔比從 4% 增長到 10%，這一上升趨勢預計將持續。</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>阿里巴巴預計將實現同比收入增長，而市場共識的每股收益預期為 2.54 美元（同比下降 24%）。如果第三季度的業績超出預期，股價可能會上漲，但管理層對商業狀況和未來收益預期的討論也將對股價產生重要影響。</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>儘管阿里巴巴仍面臨調查問題，使其整體業務面臨重大監管風險，但該公司仍在中國電子商務市場中佔據主導地位。</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，軟銀本月報告稱不會出售阿里巴巴的股份，這為短期內提供了支撐。軟銀在阿里巴巴的持股接近 24%，過去軟銀曾將其阿里巴巴股份作為貸款的抵押品。</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>許多分析師、銀行和研究公司對阿里巴巴的股票持積極看法，並報告稱該公司在與競爭對手相比時更具實力，且相較於美國同行更便宜。</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>巴克萊對阿里巴巴的股票給予買入評級，目標價為 275 美元，意味着超過 100% 的上漲潛力。花旗的分析師 Alicia Yap 對阿里巴巴的目標價為 216 美元，而瑞穗證券的分析師 James Lee 則設定了 180 美元的目標價。巴克萊的分析師 Jiong Shao 補充道：</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 股票的交易價格大幅折扣，尤其是與 FAANG 同行相比。然而，與 FAANG 一樣，阿里巴巴不能以疲弱的收益和指引讓市場失望。</p>
</blockquote>
</div><h2>Bears in control of Alibaba</h2>
<div class="lb-trans"><h2>空頭控制阿里巴巴</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 年初以來，阿里巴巴的股價下跌超過 50%，但如果公司公佈強勁的第三季度財報，股價可能會高於當前水平。</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>數據來源：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>如果價格突破 130 美元，將發出交易阿里巴巴股票的信號，下一個目標可能是 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，如果價格跌破 100 美元的支撐位，將是一個強烈的 “賣出” 信號，股價可能會跌至 80 美元。</p>
</div><h2>Summary</h2>
<div class="lb-trans"><h2>總結</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>阿里巴巴將在本週四公佈第三季度財報，如果公司公佈強勁的第四季度財報，股價可能會高於當前水平。巴克萊對阿里巴巴的股票給予買入評級，目標價為 275 美元，意味着超過 100% 的上漲潛力。</p>
</div><p>The post Alibaba share price forecast ahead Q3 results appeared first on Invezz</p>
<div class="lb-trans"><p>該文章最初發佈於 Invezz，標題為《阿里巴巴股價預測：第三季度財報前景》。</p>
</div>

阿里巴巴股價預測：第三季度業績公佈前的展望