在管理层会议之前,BABA -5.6%和几个买方的朋友快速校对了一下,业绩其实不赖;电商CRM (+12% vs 9-10%, 超预期),take rate驱动;云计算( +18% vs 20% bogey,不及预期),现在留在BABA的买方,对云期待很高;capex (24.6b vs 35-40b cons,不及预期),这里甚至低于腾讯的27b,有些人表示失望,尤其是算力圈的老师们;管理层的...
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