阿里巴巴集團預計今年收入將大幅提高60%，超過預期，主要因為海外擴張以及云計算、超市等新業(yè)務收入繼續(xù)快速上升。

電商巨頭阿里巴巴預測，在截至3月的財年中業(yè)務增長將達42%，超過預期。此前公布的季度業(yè)績同樣好于外界預測。今年1-3月，阿里巴巴實現(xiàn)收入619億元人民幣（97億美元），增長61%，而分析師平均預測值為590億元人民幣。紐約股市盤前交易中，阿里巴巴股價上漲逾4%。

由于支出激增，凈利潤下降了29%。阿里巴巴一直想調(diào)整賣家廣告模式，大力投資云計算，收購并重組便利超市和購物中心而且海外積極擴張。目前阿里已全資收購訂餐平臺餓了么以及東南亞電商Lazada Group，在核心業(yè)務成熟的情況下繼續(xù)推動收入增長。但今年1-3月營業(yè)利潤率從上年同期的25%下滑至15%。

劉源領銜的瑞銀集團分析師團隊在阿里巴巴披露業(yè)績前發(fā)布報告稱：“收集到海量用戶數(shù)據(jù)后，阿里巴巴可通過有效快捷的廣告為商家提供更多價值。其中國電商核心業(yè)務依然強大。”

今年以來阿里巴巴股價累計上漲5.8%，同期紐交所綜指則下跌了3.3%。

阿里巴巴董事長、億萬富翁馬云的“大目標”是改變價值4萬億美元的零售行業(yè)，各種積極收購就是行動一部分。亞馬遜創(chuàng)始人杰夫·的主要對手騰訊近幾個月也投資了一系列超市和零售企業(yè)。

4月份阿里巴巴曾表示將全資收購餓了么，估值為95億美元?，F(xiàn)在餓了么正與騰訊支持的美團點評展開正面交鋒。雙方都在本地和社區(qū)服務領域擴張，并為餐廳外賣提供大量補貼。

如果菜鳥網(wǎng)絡和餓了么等新業(yè)務不算在內(nèi)，阿里巴巴預計今年收入將增長50%，仍遠高于預期。今年前三個月，核心電商業(yè)務銷售額上升62%，達到513億元人民幣，云業(yè)務收入為44億元，增逾一倍。數(shù)字傳媒和娛樂業(yè)務銷售額為53億元，增長34%。阿里巴巴公布調(diào)整后每股收益為5.73元，而平均預期為5.5元。（財富中文網(wǎng)）

譯者：Charlie

審校：夏林

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Alibaba Group Holding is forecasting a better-than-expected 60% surge in revenue this year, counting on an international expansion and new businesses from cloud computing to supermarkets to sustain a sizzling pace of top-line growth.

The e-commerce giant’s outlook for the year ending March outstripped projections for growth of 42%, and came after it reported quarterly results that also beat estimates. Revenue rose 61% to 61.9 billion yuan ($9.7 billion) in the three months ended March, compared with the 59 billion-yuan average estimate. Its shares rose more than 4% in pre-market trading in New York.

Net income fell 29% as spending ballooned. Alibaba’s been improving on advertising formats for merchants who sell on its platform, investing in cloud computing, buying and revamping grocers and shopping malls and expanding overseas. The company’s taking full control of food delivery platform Ele.me and Southeast Asian e-commerce site Lazada Group. That’s bolstering revenue growth even as its core business matures, but its operating margin consequently slid to 15% in the March quarter from 25 percent a year earlier.

“Alibaba is offering more value to merchants through effective and efficient ads that leverage all the user data it collects,” UBS Group analysts led by Jerry Liu wrote in a research note ahead of the earnings. “The core China e-commerce business remains strong.”

Shares of Alibaba have gained 5.8% this year compared with a 3.3% decline for the NYSE Composite Index.

The company’s deals are part of billionaire Chairman Jack Ma’s ambition to revamp a $4 trillion retail sector, a vision echoed by Amazon’s Jeff Bezos via the acquisition of Whole Foods Market. Arch-foe Tencent Holdings has also invested in a slew of supermarkets and retailers in recent months.

Alibaba said in April it would seek full control of Ele.me, conferring a value of $9.5 billion on a company now at the forefront of a battle with Tencent-backed Meituan Dianping. Both are expanding into local and neighborhood services and heavily subsidizing restaurant deliveries.

Alibaba is predicting revenue growth of 50% in the current year if newer businesses such as Cainiao and Ele.me were to be excluded — still handily beating estimates. In the March quarter, sales from core commerce rose 62% to 51.3 billion yuan while cloud unit revenue more than doubled to 4.4 billion yuan. The digital media and entertainment unit boosted sales 34 percent to 5.3 billion yuan. It reported adjusted earnings per share of 5.73 yuan versus the 5.5 yuan average estimate.