Alibaba ’s net profit declines by 50%?Should Ali look at it?

Recently, major Internet giants have announced their latest financial reports. Just when everyone pays attention to the major Internet giants' financial reports, Alibaba's financial report has surprised many people. The net profit fell by 50%, but many people found that although Alibaba's net profit has fallen, many institutions and analysts said that Ali's performance exceeded expectations. What should we think of Alibaba's performance?

1. The net profit of Alibaba quarterly declines by 50%?

According to the China Industry and Commerce Times, on the evening of August 4, Alibaba released the first quarter of the first quarter of fiscal year in fiscal year as of June 30, 2022. In the first quarter of fiscal year in fiscal year, revenue was 205.555 billion yuan, which remained stable year -on -year and higher than that, higher than that, higher than that, higher than that, higher than that, higher than that, higher than that, higher than that, higher than the year -on -year, higher than that, higher than that, higher than that, higher than the year -on -year, higher than that, higher than the year -on -year. market expectation. The net profit attributable to ordinary shareholders in the first quarter was 22.739 billion yuan, a decrease of 50%year -on -year. In the first quarter, the net profit under non -American GAAP was 30.252 billion yuan, a decrease of 30%year -on -year. After adjustment, EBITA was 34.419 billion yuan, a year -on -year decrease of 18%, exceeding market expectations.

In the first quarter, Ali's revenue remained stable year -on -year, mainly due to the year -on -year decrease of China's commercial branch revenue by 1%to 141.935 billion yuan, and some of the cloud business revenue increased by 10%year -on -year to 17.685 billion yuan.

According to the Bloomberg News website, Alibaba Group's latest performance is better than many investors' expectations, avoiding the situation of great shrinking sales.

It is reported that Alibaba Group's stock price in New York rose more than 6%. Alibaba's revenue has fallen for the first time in the first quarter of June, but the decline is only a point, unlike the analysts predicted.

Ling Weisen, an analyst at the United Private Bank of Switzerland, said: "Although Alibaba said it will focus on cost, I think the size of its influence still surprises the market. Said, this will cause positive response. "

2. What should Alibaba think about the decline?

We saw that Alibaba's overall financial report performance declined, but many institutional investors showed confidence in Alibaba, and even said that Alibaba's performance was far beyond market expectations. What should we think of this? What is it?

First of all, Alibaba's performance decline in performance is what everyone expects. After all, due to the impact of the epidemic, especially this year's epidemic, it also directly impacts the logistics industry in various places. This will inevitably lead to e -commerce represented by Alibaba. Enterprises are facing large market pressures, so the phenomenon of downturn in Alibaba is with the current macroeconomic environment, especially the economic pressure brought about by the epidemic is inseparable. We can also think that the problem of unsatisfactory performance in Alibaba is actually the direct result of the restrictions of objective factors. This is the core reason for Alibaba's unsatisfactory performance.

Secondly, Alibaba's unsatisfactory performance exceeds analysts' expectations. The reason is that analysts feel that Alibaba will hand over a very unsatisfactory answer sheet. The overall market performance is very pessimistic Although the current performance of Alibaba has a certain degree of market decline, the overall market performance exceeds the expectations of investors and analysts. For most investors and analysts, Alibaba at this time instead With a better market imagination space, since such difficulties, Alibaba can maintain a good business development. Although it has declined, it can be relatively conducive to market development, especially the overall development of the market's expected development. Essence This undoubtedly injected Alibaba a very strong heart -stress agent, which is also the market advantage formed by Alibaba in the development process.

Third, from the perspective of long -term market development, Alibaba's overall market is expected to be very good, but we should not forget that companies like Alibaba are actually undergoing a huge transformation and upgrading. The current Alibaba At the critical stage of transformation and upgrading, there is a need to grow from the quantitative growth of the original market development in the early stage of the market, and gradually transform into a state of quality -based development as the core. This is actually a relatively large market pressure for the current Ali. Ali must try to improve himself, the status in the minds of a single user, especially the active users, and seize the user's mind, and use the continuous deepening user services to improve its market development advantage. Only in this way, Ali may further transform the current pressure on the current opportunities to develop, gradually exert its own advantages, and achieve long -term sustainable development. Therefore, Alibaba's current performance decline is not terrible. The key is Ali Whether it can give the market better market expectations, so that the market is more confident in Ali.

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