"Discount" Spawned A Specific Consumer, Ali Shares Fell

The distance between us $eleven and US $eleven has passed for two days. Ali's stock price is still down, closing at 78.76 US dollars in November 13th, a decrease of 1.37%.

Overseas expansion is blocked, and the development space of Alibaba, which occupies the domestic market share, is limited. This means that the high growth of Alibaba's future performance is not sustainable. Ali's three quarter earnings report showed that the company's net profit was 9 billion 252 million yuan, up 36% over the same period last year, which is much less than that of last year, which benefited from the sharp rise in net profit of Ali pictures. Today, the lively "double 11" can still add a heavy color to the four seasons newspaper, which is still unknown.

In the industry view, Alibaba shares fell on the one hand, after the stock price upturn after high demand for shipment, on the one hand is Wall Street's concern about China's economic slowdown, but also because of double eleven overdraft consumer shopping demand, investors look empty after Ali trend.

Just last week, Jim Chanos, the famous big bull and hedge fund manager of Wall Street, also said that investors should be short of Alibaba, resulting in a sharp fall of nearly 5% in Ali's share price. US media analysis said that phased shipping Alibaba shares or one of the reasons for its continuous decline in share prices.

In fact, in July 15th of this year, Amazon held a celebration to establish 20th anniversary. Sales promotion After "Prime Day", its share price rose little. In July 10th, ~22 rose 12.4%. It can be seen that investors will not be driven by the rush of electricity providers.

Go back to Online retailers From the perspective of consumers themselves, the sales promotion itself generates a specific consumption, which is likely to disrupt the normal consumption plan and overdraw consumers for a long time. purchasing power Under the premise of constant demand, this is more like a consumer strategy for breaking the wall to make up for the west, which is inevitably referred to as a false prosperity.

As for branding providers, horsepower is fully open to large quantities of cash, and at the same time, a lot of money is needed to put advertisements on all kinds of booths and through trains.

Double eleven can be regarded as a symbol of Ali's domination of the domestic market. Besides, Mr Ma also has ambitions to boost overseas revenue of Alibaba group by serving more than 10 million overseas small businesses. But in March this year, he said in his Twitter account that the company's current revenue from Yu Hai's external market still accounts for less than 5% of the company's total revenue.