消费板块与宏观经济 - 消费板块作为顺周期行业，其行情往往同步于宏观经济拐点出现，在经济见底后半年内及经济回升期表现优于其他板块[2] - 2023年消费对经济增长贡献率达82.5%，2024年虽降至44.5%但仍为最大贡献力量[4] - 2025年呼和浩特推出全国最强育儿补贴政策后，消费板块全面爆发，食品饮料ETF单日涨幅达5.09%[2] 新消费结构性增长 - 2024年老铺黄金、泡泡玛特等新消费公司股价大幅上涨，永辉超市调改后首店日均销量达调改前13.9倍，客流增长5.3倍[8] - 2019-2021年新消费投资热潮中，一级市场投融资事件从145起激增至525起，二级市场港股新消费涨幅媲美白酒[8] - 钟薛高陷入债务危机，虎头局渣打饼破产清算，奈雪的茶三年累计亏损5.85亿元且股价较峰值跌超80%[13] 互联网与消费品牌联动 - 互联网平台加速品牌传播，完美日记两年达成传统品牌10年销售额，2020-2022年逸仙电商营销费用占比超60%[16] - 2024年中国线上外卖用户达5.92亿占网民53.4%，潮玩市场规模764亿元远低于餐饮外卖1.2万亿元规模[17] - 2023年Q3支付宝与微信支付合计占移动支付市场份额94%，交易量分别达118.19万亿元和67.81万亿元[17] 投资工具与策略 - 港股消费ETF（513230）包含美团、阿里、腾讯等互联网巨头及理想、百盛中国等企业，覆盖日常生活多方面[21][22] - 食品饮料ETF（515170）跟踪指数2021-2023年营收与净利润复合增长率达11.8%和17.22%，股息支付率65.64%[23] - 中证细分食品饮料指数估值处于历史6.67%分位数，低于2018年底水平，具备防守属性[24]

Alibaba (BABA -3.55%) investors have had to endure a lot over the last few years. After founder Jack Ma made insulting comments about Chinese finance ministers, the tech giant bore the brunt of Beijing's crackdown on the tech sector, which led to a multibillion-dollar fine for Alibaba and a number of divestments to assuage Beijing's fears of tech monopolies taking over.Heading into 2024, some investors were hopeful that a turnaround could be afoot, but Alibaba shares were moving in the opposite direction to ...

Fool.com contributor Parkev Tatevosian has started making his list of top growth stocks to buy for 2024. In this video, he will highlight one growth stock from that list. *Stock prices used were the afternoon prices of Dec. 19, 2023. The video was published on Dec. 21, 2023. ...

Alibaba Group Holding Limited (NYSE:BABA) Q1 2024 Results Conference Call August 10, 2023 7:30 AM ET Company Participants Rob Lin - Head of Investor Relations Daniel Zhang - Chairman & CEO Joe Tsai - Executive Vice Chairman Toby Xu - Chief Financial Officer Trudy Dai - CEO, Taobao & Tmall Group Conference Call Participants Ronald Keung - Goldman Sachs Alicia Yap - Citigroup Gary Yu - Morgan Stanley Jiong Shao - Barclays Thomas Chong - Jefferies James Lee - Mizuho Jialong Shi - Nomura Operator Good day, ladi ...

Exhibit 99.1 Alibaba Group Announces June Quarter 2023 Results Hangzhou, China, August 10, 2023 – Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988 (HKD Counter) and 89988 (RMB Counter), "Alibaba" or "Alibaba Group") today announced its financial results for the quarter ended June 30, 2023. "Alibaba delivered a solid quarter as we continue to execute our Reorganization, which is beginning to unleash new energy across our businesses," said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) (cid:0) REGISTRATION STATEMENT PURSUANT TO SECTION 12(B) OR 12(G) OF THE SECURITIES EXCHANGE ACT OF 1934 OR (cid:0) ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2023 OR (cid:0) TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 OR (cid:0) SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURI ...

Alibaba Group Holding Limited (NYSE:BABA) Q4 2023 Earnings Conference Call May 18, 2023 7:30 AM ET Company Participants Robert Lin - IR Daniel Zhang - Chairman & CEO Joe Tai - Executive Vice Chairman Toby Xu - CFO Trudy Dai - CEO, Taobao & Tmall Group Jiang Fan - CEO, Alibaba International Digital Commerce Group Conference Call Participants Ronald Keung - Goldman Sachs Alicia Yap - Citi Alex Yao - JPMorgan Gary Yu - Morgan Stanley Jerry Liu - UBS Operator Good day, ladies and gentlemen. Thank you for standi ...

Good day, ladies and gentlemen. Thank you for standing by. Welcome to Alibaba Group's conference call. At this time, all participants are on listen-only mode. After management's prepared remarks, there will be a Q&A session. I would now like to turn the call over to Rob Lin, Head of Investor Relations of Alibaba Group. Please go ahead. Thank you. Good day, everyone, and welcome to Alibaba Group's conference call. With us today are Daniel Zhang, Chairman and CEO, Toby Xu, Chief Financial Officer. This call i ...

Exhibit 99.1 Alibaba Group Announces December Quarter 2022 Results Hangzhou, China, February 23, 2023 – Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988, "Alibaba" or "Alibaba Group") today announced its financial results for the quarter ended December 31, 2022. "We delivered a solid quarter despite softer demand, supply chain and logistics disruptions due to impact of changes in COVID-19 measures," said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. "Looking ahead, we expect c ...

안녕하세요. 여러분, 좋은 아침입니다. 이곳은 2022 윤기대회의 특별 프로그램입니다. 지금 방송중인 윤기시간입니다. 저는 주최자 황하입니다. 저는 항주에서 여러분께 인사드립니다. 1년 1회의 수많은 기술 생일, 윤기대회. 어제는 항주의 윤기마을에서 정식으로 열렸습니다. 수천 명의 기술 분야의 위대한 학자들, 기술領袖, 생산 전문가와 개발자 모두가 윤기대회에 참여하여 생각 생일을 준비했습니다. 이번 윈크 대회는 3일간의 기술, 혁신, 미래를 주제으로 72시간의 연결과 개발 숫자科技 대회와 4만평평미의智能科技 대회를 통해 1,000개 이상의 최신科技 신품을 발표합니다. 위선과 밖에서 동시에 공개합니다. 산업자와 기술로서의 새로운 진정적인 경험을 창출하고, 기술 창출의 미래를 발전시킬 것입니다. 저희는 오늘 8시간 동안 방송을 진행할 예정입니다. 2022 윤치 대회의 상황을 알려드리겠습니다. 윤치 대회의 상황을 전국적으로 보여줄 예정입니다. 윤치 대회의 첫날에는 어떤 큰 사건이 있었을까요? 2022 윤지 대 ...