Traditional Culture Encyclopedia - Traditional festivals - The market value evaporated by 3 trillion yuan, and Ali's share price plummeted by 36%. Where is its future?
The market value evaporated by 3 trillion yuan, and Ali's share price plummeted by 36%. Where is its future?
Personally, I think Ali's current risk comes from the policy level. As long as Ali actively faces this hurdle, it is only a matter of time. There is still a big gap between Ali's current scale and its American counterparts. The management will not suppress Ali, but let it develop in strict accordance with the rules and regulations. In the long run, this is good for Ali itself.
There is no problem with the fundamentals of Ali, and the growth of e-commerce performance is also good. High-end rivals have ceilings because of Liu's resignation, and they will not pose a threat in the short term. Although the low-end Pinduoduo has certain threats, it is more of a market below Taobao. It is not easy to develop upward. Many users have begun to resent Pinduoduo's consumer circle of friends. In addition, the threat of Huang Zheng's resignation to Ali is limited. Due to regulatory factors, ants will not forget to go public in the short term and actively rectify their operations.
Hungry? As the only rival of Meituan, although its share is small, its existence is of great significance. Ali's Nail, Box Horse, Gaode and Taobao movies all have their own market share. These are Ali's current routine business. Ali's real future-oriented layout is Alibaba Cloud, Dharma Institute, Pingtou Ge and Alibaba Cloud, all of which are relatively large at present. Dharma Institute has introduced many scientists from abroad to form several laboratories, and its ai identification chest X-ray saved many doctors' precious time during the epidemic.
As an investment, if Ali is in the A-share market, I will definitely enter the market in Man Cang, which is definitely a bargain-hunting opportunity. Optimistic about Ali in the future. No world power can be supported by one or two enterprises, but China needs more and more powerful enterprises, whether it is Alibaba Tencent, Baidu or Huawei. All these contribute to the rise of China. If there are ten more companies from Ali, Tencent, Baidu and Huawei in China, it will give the United States a headache. The growth of enterprises in China needs the tolerance and support of the people of China. No enterprise in such a big country can become better.
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