Alibaba's Taobao Overhaul Boosts Growth: Analyst Expects 6% Quarterly Revenue Spike
Alibaba's Taobao Overhaul Boosts Growth: Analyst Expects 6% Quarterly Revenue Spike
Bank of America is bullish on Alibaba Group Holding Limited (NYSE:BABA) and expects a 6% spike in year-over-year revenue when the Chinese e-commerce company reports first-quarter earnings Thursday.
美國銀行看好baba n3411，預計這家中國電子商務公司在週四公佈第一季度收益報告時營業收入同比增長6%。
The expected a 6% increase in revenue to 248 billion yuan is in line with analyst consensus.
預計營業收入將增長6％至2480億元，符合分析師共識。
Analyst Joyce Ju said Alibaba's customer management revenue in the Chinese market is expected to rise 2.3% to 81.5 billion yuan ($114 billion). Gross merchandise value is forecasted to rise by a single-digit percentage after Alibaba overhauled its Taobao e-commerce platform in an initiative carried out by Taobao and Tmall, Alibaba's domestic e-commerce unit, the analyst said.
分析師Joyce Ju表示，預計阿里巴巴在中國市場的客戶管理收入將增長2.3％，達815億元（1140億美元）。 在阿里巴巴的電商平台淘寶和天貓推出的一項計劃中，淘寶和阿里巴巴的國內電商部門，預計商品總價值將增長個位數，分析師稱。
"We believe TT managed to slightly outgrow the industry as physical online goods sales reported by NBS was only 6.4% in 2Q24," she wrote in a note.
她在一篇筆記中寫道：「我們相信，Tt成功地在行業板塊內略微超越了NBS在第二季度實物在線商品銷售僅爲6.4％的數據。」
Ju reiterated an Outperform rating on Alibaba and raised the price target from $103 to $106.
Ju重申了對阿里巴巴的跑贏大盤評級，並將目標股價從103美元上調至106美元。
Alibaba revamped its webpage earlier this year in its most significant update in seven years to improve the shopping experience ahead of China's major 618 shopping festival in late May.
今年早些時候，阿里巴巴對其主頁進行了最重要的更新，以在5月底的中國618購物節前改善購物體驗。
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The upgrade focused on streamlining the layout and simplifying the search and buying process for users and merchants.
更新的重點是簡化佈局和簡化用戶和商家的搜索和購買流程。
Alibaba's full-year revenue is expected to grow to 125 billion yuan by 2025, according to BofA.
根據美國銀行的預測，阿里巴巴的全年營收預計將增長至1250億元。
BABA Price Action: Shares of Alibaba were down 1.8% to $79.60 at the time of publication Wednesday.
截至發佈時間，週三阿里巴巴的股票下跌1.8％，至79.60美元。
This decline was mirrored across several related ETFs:
多個所屬etf也出現下跌：
- Invesco Golden Dragon China ETFProShares Online Retail ETF (NASDAQ:PGJ) fell 1.91%.
- ProShares Online Retail ETF (NYSE:ONLN) slipped 0.24%.
- Global X E-commerce ETF (NASDAQ:EBIZ) decreased 1.09%.
- ProShares Long Online/Short Stores ETF (NYSE:CLIX) dropped 0.65%.
- Matthews Pacific Tiger Active ETF (NYSE:ASIA) slid 0.85%.
- 景順祥龍中國ETF、ProShares Online Retail ETF (NASDAQ:PGJ)下跌1.91％。
- ProShares Online Retail ETF (NYSE:ONLN)下跌0.24％。
- Global X電子商務ETF (NASDAQ:EBIZ)下跌1.09％。
- ProShares Long Online/Short Stores ETF (NYSE:CLIX)下跌0.65％。
- Matthews Pacific Tiger Active ETF (NYSE:ASIA)下跌0.85％。
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Photo courtesy Alibaba.
圖片提供：阿里巴巴。
譯文內容由第三人軟體翻譯。