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杰克船长宏观策略
@macrotradecn
Joined September 2011
95 Following    159.3K Followers
杰克船长宏观策略@macrotradecn
2026.03.19 10:01
阿里巴巴业绩quick check： CMR 1%，按照电商利润-5yoy假设，淘宝闪购亏损在220~230亿 云整体36%yoy，外部35%yoy，ebita margin 9% 总体外卖inline，电商略弱，云还不错
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