在“外卖三傻”中前两家京东和美团的业绩表现都堪称爆雷后,阿里巴巴于8月29日美股盘前也公布了最新一季业绩,整体来看虽因外卖大战导致的亏损同样比预期要高,但相比京东、美团两家的利润清空,明显要好。且除此之外几乎没有缺点,CMR保持不俗增长,阿里云增长和利润率双提升,国际电商板块也超预期近乎扭亏,整体来看无疑不错。1、CMR保持10%以上增长:反映原淘天业务表现的核心指标CMR本季同比增长10.1%到...
Source Link在“外卖三傻”中前两家京东和美团的业绩表现都堪称爆雷后,阿里巴巴于8月29日美股盘前也公布了最新一季业绩,整体来看虽因外卖大战导致的亏损同样比预期要高,但相比京东、美团两家的利润清空,明显要好。且除此之外几乎没有缺点,CMR保持不俗增长,阿里云增长和利润率双提升,国际电商板块也超预期近乎扭亏,整体来看无疑不错。1、CMR保持10%以上增长:反映原淘天业务表现的核心指标CMR本季同比增长10.1%到...
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