Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
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Examining the Future: Alibaba Group Holding's Earnings Outlook
jd.com's performance in the first three quarters increased by more than 50%, making significant contributions to the 'trade-in old for new' and white label retail.
JD.com executives stated that the consumption potential stimulated by national subsidies in the third quarter has not been fully unleashed yet. The continuation of this policy is very helpful in boosting consumption, and there are also hopes for consumer confidence to continue to strengthen. Looking at the whole year, the group is confident that profits will exceed double-digit growth.
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Express News | alibaba: On November 13, about 19.9842 million USD was spent to repurchase 1.7426 million shares.
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Earnings Snapshot: JD.com Beats Consensus in Q3; Non-GAAP Income Rose ~18% Y/Y
Express News | jd.com pre-market trading short-term decline, now down nearly 3%, previously up nearly 2%; Q3 revenue of the company was 260.4 billion yuan, a year-on-year increase of 5.1%.
jd.com's Q3 revenue was 260.4 billion yuan, an increase of 5.1% year-on-year.
Adjusted net income was 13.2 billion yuan, a year-on-year increase of 23.9%.
JD.com Q3 Adj EPS $1.24 Beats $1.09 Estimate, Sales $37.10B Beat $36.54B Estimate
Earnings Scheduled For November 14, 2024
Not only emphasizing low stock price competition, Douyin, Kuaishou, and Xiaohongshu are each seeking differentiated new paths | November 11 shopping festival-related observation.
① Professional analysts have pointed out that, unlike the past few years where the focus was purely on low stock price competition, both brand merchants and e-commerce platforms now pay more attention to attracting higher quality products through differentiated innovation. ② Some brand representatives have stated that there are more and more platforms and merchants, but the demand is limited; breaking free from traffic dependence depends on product quality, services, and whether the approach is user-centered.
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