12/20/2024, 09:00 AM UTC
我们所知的阿里巴巴新零售时代的终结？Alibaba: The End Of New Retail As We Know It?
1. 阿里巴巴出售了银泰，标志着其从新零售战略转向核心电商，并记录了13亿美元的亏损。2. 这次出售表明新零售的失败，我们认为阿里巴巴可能会出售更多非核心资产，如苏宁易购和鲜食期。3. 弱势的中国消费者需求和激烈的市场竞争导致阿里巴巴的战略转变；我们保持对阿里巴巴的看跌态度。4. 建议关注拼多多，因其低成本领导力和全球增长潜力，尤其是在其Temu平台上的表现。1. Alibaba sells Intime, marking a shift from its New Retail initiative to focus on core e-commerce, booking a $1.3bn loss. 2. The sale indicates New Retail's failure, with Alibaba likely to dispose of more non-core assets like Sun Art and Fresh Hippo. 3. Weak Chinese consumer demand and intense competition contribute to Alibaba's strategic shift; we remain bearish on Alibaba. 4. Recommend focusing on PDD for its low-cost leadership and global growth potential, especially through its Temu platform.---
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