文章核心观点 - 零售批发集团有很多优质股票，投资者应寻找表现优于同行的公司，阿里巴巴和玛莎百货集团可能是这样的股票，值得投资者关注 [1][6] 行业情况 - 零售批发集团包含210家不同公司，在Zacks板块排名中位列第10，该排名考虑16个不同板块，通过衡量板块内个股的平均Zacks排名来评估各板块实力 [2] - 互联网 - 商务行业包含37家公司，在Zacks行业排名中位列第47，今年迄今平均下跌13.6% [5] - 零售 - 超市行业有9只股票，目前排名第65，今年迄今上涨4% [6] 公司情况 阿里巴巴 - 阿里巴巴是零售批发集团成员，目前Zacks排名为1（强力买入），过去90天，Zacks对其全年收益的共识预期提高了9.2%，显示分析师情绪改善和积极的盈利前景趋势 [3] - 今年迄今阿里巴巴上涨约28.4%，表现优于零售批发板块（平均下跌8.1%）和互联网 - 商务行业 [4][5] 玛莎百货集团 - 玛莎百货集团今年迄今回报率为20.3%，表现优于零售批发板块，目前Zacks排名为2（买入） [4][5] - 过去三个月，玛莎百货集团对本年度的共识每股收益预期提高了3.9% [5]

Alibaba (NYSE: BABA ) is an incredibly fascinating company due to their strategic importance in China's massive economy and growing presence within the cloud infrastructure space. Over the past year, shares have risen substantially as investors regain confidence inHello and welcome to my Seeking Alpha page. My name is Jack Elias, and I am a dedicated business student with a fervent passion for the world of investing. With a solid foundation in both theoretical knowledge and practical experience, I bring a u ...

文章核心观点 公司2025年股价已显著上涨 基本面不断强化 核心业务增长、AI战略布局及良好财务状况与股东回报承诺 使其具备长期增长潜力 目前估值有吸引力 是值得投资的标的 [1][2][20] 各部分总结 股价表现 - 公司年初至今股价已上涨25.9% 跑赢Zacks互联网商务行业、Zacks零售批发板块和标准普尔500指数 三者分别下跌10.8%、6.7%和8.6% [1] 核心业务加速增长 - 12月季度财报显示公司战略调整成效显著 营收达383.8亿美元 同比增长8% 淘宝和天猫集团客户管理收入同比增长9% [5] - 2025财年营收预计达1370.3亿美元 同比增长5.01% 过去30天2025财年每股收益预期上调1.4%至8.92美元 [6] - AliExpress推出新自助选项 3月展会美国中小企业买家订单同比增长27% 体育用品尤其是匹克球相关产品增长197% [7] - 旅游子公司Fliggy推出AI旅行助手AskMe 有望在中国旅游市场反弹中抢占更多份额 2024年“先买后规划”旅游预订增长超20% [8][9] AI基础设施与应用推动增长 - Qwen AI模型家族全球衍生模型超9万 超29万家公司和开发者通过阿里云平台访问Qwen API AI相关产品收入连续六个季度三位数增长 [10][11] - 公司计划未来三年在云和AI基础设施上的投资超过去十年总和 [11] - AI驱动的B2B搜索引擎Accio上线五个月用户达百万 新增功能满足美、英、德、法64%采购决策者2025年将AI融入战略的需求 [12] - 关联公司蚂蚁集团通过结合中美半导体降低AI训练成本 计算成本降低20% [13] 资产负债表与股东友好型资本配置 - 公司净现金头寸达519亿美元 为战略投资和股东回报提供充足资金 [14] - 12月季度回购13亿美元股票 财年上半年回购约100亿美元 九个月内股份总数净减少5% 2027年3月前授权回购计划还有207亿美元 [15] - 出售非核心资产如高鑫零售和银泰 收益约26亿美元 简化公司结构 提高运营效率 [16] - 公司远期12个月市盈率9.8倍 低于行业的19.17倍 估值被低估 [17]

The entire market has turned sour on Chinese stocks despite what promise of upside they may have brought over the past two quarters. Asia’s powerhouse beat the S&P 500 index in terms of price action until talks of trade tariffs being rolled out by President Trump started to create fear and uncertainty for the future of China’s economy as its uneven stance with trade with the United States was placed in the spotlight. Today, however, that story may be about to change, as President Trump has decided to exempt ...

Steven Cress is VP of Quantitative Strategy and Market Data at Seeking Alpha. Steve is also the creator of the platform’s quantitative stock rating system and many of the analytical tools on Seeking Alpha. His contributions form the cornerstone of the Seeking Alpha Quant Rating system, designed to interpret data for investors and offer insights on investment directions, thereby saving valuable time for users. He is also the Founder and Co-Manager of Alpha Picks, a systematic stock recommendation tool design ...

文章核心观点 - 分析师专注于石油、天然气、能源和金属领域研究，分享投资见解并邀订阅 [1] 分析师背景 - 曾为工程师，2018 年转行专注资本管理 [1] - 从 NYU 教授 Damodaran 及相关书籍获取金融和估值知识 [1] 投资策略 - 擅长基本面分析，选股需有深度“安全边际”和“催化剂” [1] - 投资组合通常不超 10 只股票 [1] 写作目的 - 加入 Seeking Alpha 写作，助整理思路并与他人分享 [1]

U.S.-listed Chinese companies Alibaba Group Holding BABA, PDD Holdings Inc PDD, Baidu, Inc BIDU, NIO Inc NIO, Li Auto Inc LI, and XPeng Inc XPEV are trading lower Wednesday.President Donald Trump’s administration revealed on Tuesday a fact sheet citing tariffs on certain Chinese imports as high as 245%, citing its retaliatory actions.China’s gross domestic product grew 5.4% in the first quarter, topping the analyst estimate of 5.2% backed by consumer subsidies and aggressive export shipments to beat tariffs ...

The Internet-Commerce has been flourishing since the pandemic era, buoyed by the convenience of online shopping particularly true of Gen-Z. Many of these buyers have grown up on the Internet and are accustomed to a high level of digitization.Internet - Commerce continues to evolve as the technologies driving it progress. On the one hand, there are increasingly powerful and capable user devices, and on the other are sophisticated, artificial intelligence (AI)-enabled software platforms facilitating transacti ...

President Trump’s announcement of reciprocal tariffs, followed by a 90-day pause, caused major swings in the U.S. stock market. The S&P 500 dropped 9% in the first week of April, marking its worst week since 2020. It then rebounded 5.7% the next week, the best since 2023. A major one-day gain came last Wednesday after Trump paused most tariffs, which boosted investor confidence.Yesterday, markets were lifted by exemptions from reciprocal tariffs on items like smartphones, semiconductors and solar cells. Thi ...

The start of a new trading week was quite the boon for established Chinese tech stocks. A respite -- perhaps even a reversal -- in the recent trade conflict with the U.S. resulted in a surge of bullishness for the sector, and a host of known titles saw encouraging price boosts.Among these were Alibaba Group (BABA 5.87%), which notched a nearly 6% gain on the day. The more specialized Tencent Holdings (TCEHY 2.88%) and JD.com (JD 4.82%) didn't quite reach that height, but still enjoyed notable gains, rising ...