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Today's focus:
● Tonight (February 25) before the US stock market continued to retreat due to the tension between Russia and Ukraine.At 8 o'clock, the standard fell 27.70 points or 0.65 % to 4261.00 points at 8:00 to 4261.00.It was 222.60 points, and at 33001.20 points.
● The dramatic reversal of the US stock market overnight (Thursday) has removed the negative pressure on Russia's unreasonable invasion of Ukraine. The comprehensive recovery has recovered, and technology stocks have led.The standard and the Pur 500 index rebounded 63.20 points overnight, and the closure of 4288.70 points.The heavyweight Dow Jones Index also increased by 92.07 points, and the closed market reported 33223.83 points.The Nasdaq 100 Index rebounded a significant rebound of 3.44 % or 465.23 points to collect the market at 13974.83 points.
● The US stock market began to change after President Biden announced a severe new sanctions on Russia.
● The Nasdaq Comprehensive Index once fell 3.45 % in the overnight market.However, driven by the significant recovery of information technology stocks and network security stocks in the market, the index reversed the entire trend, but closed the market with an increase of more than 3 %.The stock market fluctuates overnight, and it can be imagined.
● The US exchanges are active overnight, with a transaction volume of 17.5 million shares, which is much higher than the average transaction volume of 12.1 billion shares in the past 20 trading days.
Before the market, the focus:
● Advanced Micro Devices announced overnight that the board of directors has approved the new 8 billion U.S. stock repurchase plan to support the stock increase of 6.24 %, closing the market newspaper, closed market newspaper$ 116.61.Tonight, the stock also rose 0.46 US dollars, and the deadline was $ 117.07.In May last year, Chaowei announced a $ 4 billion stock repurchase plan.According to the old plan, the company has repurchased about $ 3 billion in super shares.
● The US luxury trading platform Farfetch released the performance report overnight that the profit per share in the fourth quarter was $ 0.03, which is consistent with the estimated estimation of the general analysts of Wall Street.The turnover of this quarter was US $ 666 million, while the market predicted was US $ 676.9 million.After announcing the performance, the stock raised $ 4.00 or 26.65 % after the market to $ 19.01.The stock continued to rise by 4.57 US dollars tonight, and the time of the draft report was $ 19.58.
● Dell Technologies' stock price fell by about 9.04 % after the company's fourth quarter performance was disappointing to $ 50.79.Its profit per share is $ 1.72, which is also lower than the market's general predicted $ 1.94.Tonight, the stock also continued to fall 5.20 US dollars, and the time of the deadline was $ 50.64.
● Alibaba's performance released after closing over the market overnight shows that its turnover has grown this time the slowest in ten years.Let's take a look at the performance report just released by this Chinese technology giant.
● Active stocks before the market: Tesla, Apple, Advanced Micro Devices, Nvidia, and Palantir TechNologies.At the time of the draft, the stock prices of these active stocks took off.
Alibaba (Alibaba)
(New York Stock Exchange, stock code: BABA)
Chinese technology giant Alibaba released overnight released overnight releasedThe performance is actually average, but the stock price has been falling.The stock continued to retreat tonight tonight.In fact, Alibaba investors lived hard last year.
Alibaba has fallen 6.5 % in the United States overnight.The group's stocks listed in Hong Kong also fell 6.7 % before the performance was announced.The reason why investors can fall into the decline in their shares on investors to respond to Russia's invasion of Ukraine. The global stock market has a continuous impact on the plunge of the stock market, or investors are selling stocks to seek gold and bonds as shelter.After all, the performance report has not yet been released.
But after the closing of the stock market overnight, Alibaba's shares did not mean to rebound.
Alibaba's performance report shows that its turnover is $ 38.1 billion, and its profit per share is $ 2.65.EBITA (EBITA) was $ 7 billion, which was $ 1 billion less than the previously estimated profit.However, its profit per share is higher than the estimated $ 2.52.
Although Alibaba's turnover increased by 10 % year -on -year, this is the slowest increase in turnover since Alibaba's listing nearly ten years ago.This also shows that the technology giant began to face a significant slowdown in business growth at the end of last year.This message is also the most worrying part of investors in the performance released on Thursday.
As of the end of last year, China's sluggish macroeconomic status and the resurgence of the crown disease epidemic was under pressure, which caused pressure on consumer expenditure.Most of Alibaba's income is an advertisement from merchants on the platform.Therefore, if the seller cuts the budget with the decline in consumer expenses, Alibaba's revenue will also decline.
and Alibaba's revenue in this area has actually decreased by 1 % to 15.7 billion US dollars a year ago, which is a rare phenomenon of the group.The adjusted profit decreased by 27 % a year ago.
However, Alibaba International Business is still an area of growth.Analysts of Goldman Sachs are also optimistic about the future development of this field.The turnover of the business in the previous quarter increased by 18 % to 2.6 billion US dollars year -on -year, which was higher than the expected $ 2.5 billion.
The field of clouds is also another increasingly important business in Alibaba.According to the performance report, the annual growth rate of its cloud business reached 20 %, and the turnover reached 3.1 billion US dollars.
In May last year, Alibaba estimated that the annual turnover as of the end of March this year would exceed $ 146 billion, an increase of nearly 30 % year -on -year.But in November last year, Alibaba announced a significant reduction in this number to 20 % to 23 %.At the conference just now, Alibaba did not speak further to this number, which disappointed investors.
In the past one or two years, Alibaba's shareholders have been walking all the way during the rise and falling journey.Since the stock reached a peak of nearly $ 310 in October 2020, the next road has been going downhill.Investors witnessed the market value of Alibaba halfway last year, and this Thursday only closed at a price of more than $ 100, which was the lowest level since 2017.
Although the main responsibility of this overall dilemma can be blamed on China's supervisionStrict measures, but this also shows that Alibaba and many Chinese technology peers are the same as "standing on the wrong side".
In addition to the pressure from Beijing, Alibaba and other Chinese technology stocks listed in the United States are also facing pressure from Washington.Make these Chinese -funded companies "not people inside and outside."
Nevertheless, many analysts are still optimistic about Alibaba.According to FACTSET analysts, most brokers rated the stock as a buy, with an average target price of $ 188.72.Among the 20 analysts of Tipranks, 18 were rated to "buy" the stock, and the two were given a "guard" rating. The average target price of the first -year period was $ 188.56.Judging from the closing price of $ 100.07 on Thursday, this seems to mean that this stock may still have 80 % of room to rise.
