阿里巴巴季度盈利突破20億美元

Alibaba reported a near doubling in net income to more than $2bn in its first fiscal quarter, beating analyst expectations as the boom in Chinese online shopping shows little sign of slowing.

阿里巴巴(Alibaba)報告在本財年第一財季凈利潤增長近一倍，至逾20億美元，超過分析師預期。中國在線購物的繁榮沒有放緩跡象。

The Chinese ecommerce group said that revenues rose 56 per cent to $7.4bn in the three months to the end of June, keeping the company easily ahead of bullish guidance released in June for full-year sales to rise by 45-49 per cent.

這家中國電商集團稱，在截至6月底的3個月內(nèi)營收增長56%，至74億美元，使該公司輕松超出6月發(fā)布的全年銷售額增長45%-49%的樂觀指引。

Shares in Alibaba have risen more than 70 per cent this year, taking its market capitalisation above $400bn.

今年以來阿里巴巴股價上漲超過70%，市值被推高至4000億美元以上。

Unlike some tech-focused peers, which have also seen share price surges, Alibaba managed to lift its operating margins from 27 per cent a year ago to 35 per cent in the latest quarter. Mobile monthly active users rose by 22m to 529m.

與一些以科技為重點的企業(yè)(股價也出現(xiàn)了飆漲)不同，阿里巴巴成功地把運營利潤率從一年前的27%提高至最新財季的35%。移動端月活躍客戶數(shù)量增長2200萬，至5.29億。

The company benefited from strong growth in its core ecommerce business, riding the boom of Chinese online shopping. Newer businesses are also expanding fast: cloud revenues doubled to $359m and it now boasts more 1m paying customers.

借助中國在線購物的繁榮，該公司的核心電商業(yè)務(wù)給整個公司帶來強勁增長。較新的業(yè)務(wù)也在迅速擴張：云計算營收增長一倍，至3.59億美元，該業(yè)務(wù)如今擁有超過100萬付費客戶。

However, the cloud division, like its digital entertainment business, made an even bigger operating loss in the latest quarter than in the year ago period.

然而，就像其數(shù)字娛樂業(yè)務(wù)一樣，最新財季云計算業(yè)務(wù)的運營虧損甚至超過一年前同期水平。

Maggie Wu, chief financial officer, stressed that Alibaba would continue to reinvest in its businesses to keep users coming back to the platform.

阿里巴巴首席財政官武衛(wèi)(Maggie Wu)強調(diào)，阿里巴巴會繼續(xù)對其業(yè)務(wù)進行再投資，使用戶不斷重返其平臺。

The leap in revenues, far surpassing analysts’ estimates, was partly due to technology advances, introduced in September last year, that improve personalisation of pages seen by shoppers. As the impact of that diminished this quarter, Ms Wu said, revenue growth would return to more normal levels.

營收增長遠遠超過分析師預期，這部分是由于去年9月引入的技術(shù)進步改善了購物者瀏覽網(wǎng)頁時的個性化內(nèi)容。武衛(wèi)稱，隨著這種影響在本財季減弱，營收增長將回到較為正常的水平。

Steven Zhu, analyst at Pacific Epoch in Shanghai, said the improved technology — which means shoppers see only relevant items — was similar to that of Amazon, the US-based ecommerce group. He added: “But what’s different with Alibaba is they have a huge customer base using their platforms and they have access to all the transactions on [platforms] Taobao and Tmall.”

上海弘亞世代(Pacific Epoch)的分析師Steven Zhu表示，經(jīng)過改進的技術(shù)——意味著購物者只看到相關(guān)商品——與美國電商集團亞馬遜(Amazon)的技術(shù)類似。他補充稱：“但阿里巴巴不同的地方在于，他們擁有使用其平臺的龐大的客戶基數(shù)，并且可以訪問淘寶(Taobao)和天貓(Tmall)平臺上的所有交易。”

“This company has so many levers to hit the numbers,” said Mitchell Green, managing partner at Lead Edge Capital and a long-time owner of the stock, pointing to scope for more advertising and tools to sell to merchants.

“該公司擁有那么多手段來實現(xiàn)這些數(shù)字，”Lead Edge Capital的管理合伙人、長期持有阿里巴巴股票的米切爾•格林(Mitchell Green)表示。他指出了更多廣告和向商家銷售的工具。

Alibaba has come under pressure for fake goods sold on its sites, and remains under investigation by the Securities and Exchange Commission in the US over some of its accounting.

阿里巴巴因其網(wǎng)站上出售假冒商品而承壓，目前美國證交會(SEC)仍然在對其某些會計行為進行調(diào)查。

Yesterday it became the latest company to feel Beijing’s tightening crackdown on the internet sector.

昨天，阿里巴巴成為了最新一家感受到北京加強對互聯(lián)網(wǎng)打擊力度的公司。

Alibaba was warned by China’s top cyber space regulator against carrying illicit content, substances and tools to help users circumvent the nation’s internet content barriers — specifically recently banned VPN tokens.

中國最高網(wǎng)絡(luò)監(jiān)管部門就其銷售不法內(nèi)容、物質(zhì)以及幫助用戶規(guī)避中國互聯(lián)網(wǎng)內(nèi)容屏障的工具(也就是最近被禁用的VPN)，警告了阿里巴巴。