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(bào)告在本財(cái)年第一財(cái)季凈利潤(rùn)增長(zhǎng)近一倍，至逾20億美元，超過(guò)分析師預(yù)期。中國(guó)在線購(gòu)物的繁榮沒(méi)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(guó)電商集團(tuán)稱，在截至6月底的3個(gè)月內(nèi)營(yíng)收增長(zhǎng)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(zhǎng)45%-49%的樂(lè)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(lái)阿里巴巴股價(jià)上漲超過(guò)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(diǎn)的企業(yè)(股價(jià)也出現(xiàn)了飆漲)不同，阿里巴巴成功地把運(yùn)營(yíng)利潤(rùn)率從一年前的27%提高至最新財(cái)季的35%。移動(dòng)端月活躍客戶數(shù)量增長(zhǎng)2200萬(wàn)，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(guó)在線購(gòu)物的繁榮，該公司的核心電商業(yè)務(wù)給整個(gè)公司帶來(lái)強(qiáng)勁增長(zhǎng)。較新的業(yè)務(wù)也在迅速擴(kuò)張：云計(jì)算營(yíng)收增長(zhǎng)一倍，至3.59億美元，該業(yè)務(wù)如今擁有超過(guò)100萬(wàn)付費(fèi)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(lè)業(yè)務(wù)一樣，最新財(cái)季云計(jì)算業(yè)務(wù)的運(yùn)營(yíng)虧損甚至超過(guò)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(cái)政官武衛(wèi)(Maggie Wu)強(qiáng)調(diào)，阿里巴巴會(huì)繼續(xù)對(duì)其業(yè)務(wù)進(jìn)行再投資，使用戶不斷重返其平臺(tái)。

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(yíng)收增長(zhǎng)遠(yuǎn)遠(yuǎn)超過(guò)分析師預(yù)期，這部分是由于去年9月引入的技術(shù)進(jìn)步改善了購(gòu)物者瀏覽網(wǎng)頁(yè)時(shí)的個(gè)性化內(nèi)容。武衛(wèi)稱，隨著這種影響在本財(cái)季減弱，營(yíng)收增長(zhǎng)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(guò)改進(jìn)的技術(shù)——意味著購(gòu)物者只看到相關(guān)商品——與美國(guó)電商集團(tuán)亞馬遜(Amazon)的技術(shù)類似。他補(bǔ)充稱：“但阿里巴巴不同的地方在于，他們擁有使用其平臺(tái)的龐大的客戶基數(shù)，并且可以訪問(wèn)淘寶(Taobao)和天貓(Tmall)平臺(tái)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(lái)實(shí)現(xiàn)這些數(shù)字，”Lead Edge Capital的管理合伙人、長(zhǎng)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(guó)證交會(huì)(SEC)仍然在對(duì)其某些會(huì)計(jì)行為進(jìn)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(qiáng)對(duì)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(guó)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(guó)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。