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连买两天！蔡崇信再增持约8200万港元阿里股票 两天累计增持1.6亿港元_我的网站

A |     （ECNS） -- A 4,285-meter canal carved into a karst cliff in southwest China’s Chongqing has become a social media sensation, attracting photographers and hikers to Qianjin village in Wulong district.    Nearly 1,000 meters of the canal runs flush against a precipice hundreds of meters high, with spring water still trickling through its channels.    Villagers began hacking the waterway out of solid rock in 1999 using chisels and hammers, completing it three years later to bring water and electricity to mountain communities.        From lifeline to hiking destination    As modern irrigation improved, the canal’s role faded, but its dramatic setting has turned it into a magnet for outdoor enthusiasts.      "The trickling sound of spring water runs on one side and a green canyon on the other. It was well worth the trip," said Liu Zhengchun, a hiking enthusiast from Chongqing, who came with friends after watching videos shared by bloggers on social media.    He noted that the narrowest section of the canal is barely wide enough for one person to pass by bending forward, and that the chisel marks left by the builders remain clearly visible on the rock face.    A waterfall near a hydropower station along the route has also become a highlight.    Builder-turned-guardian    Builder Li Wufeng, now in his 60s, continues to maintain the canal and volunteers as a safety monitor as visitor numbers grow.     "In the past, I was basically the only person walking on the canal," Li said. "Now more and more young people come to explore, hike and take photos. On peak days, I can run into more than 200 visitors."    Local government eyes tourism development    As the site's popularity grows, authorities are paying increasing attention to outdoor safety and ecological protection. Local officials are planning a loop-shaped scenic area that integrates sightseeing, experiential activities and leisure, with supporting facilities including a parking structure, a visitor center, cliffside plank roads and a glass observation deck.    The goal is to give the cliffside canal, once a hard-won lifeline for a mountain village, a renewed purpose in the era of cultural tourism.                    。

B |     　　8月25日，据港交所信息，阿里巴巴集团主席蔡崇信再次增持约8200万港元阿里巴巴股票。

C | 这是阿里新股配售后，蔡崇信个人连续第二个交易日出手，两日累计增持已达1.6亿港元。　　前一日，蔡崇信、阿里巴巴CEO吴泳铭出手增持合计约1.2亿港元阿里股票，其中蔡崇信买入72万股阿里巴巴港股，均价约112港元，耗资约8000万港元。　　8月23日，阿里巴巴宣布800亿港元新股配售，所得款项将全部投入全栈AI能力和AI基础设施建设。据报道，配售获全球主权财富基金等长线投资者积极认购，最终实现近3倍超额认购。市场人士认为，管理层在配售公布次日以个人名义增持，体现对公司AI战略充满信心。　　受新股配售影响，在8月24日这天，阿里港股跌8.54%，报收112.5港元。截至8月25日收盘，阿里港股收涨1.51%，报114.2港元/股。　　公开资料显示，阿里巴巴近年持续加大AI投入，构建起涵盖算力、芯片、模型、应用的全栈AI布局。

D | 最新财报显示，阿里AI相关产品年化收入已突破495亿元人民币，预计下季度达到100亿美元，预计2030年阿里云外部商业化收入将达1000亿美元，利润率达20%。管理层预计AI资本开支2至3年即可收回。与此同时，过去几年阿里已累计回购注销约11%的股份，以提升股东回报。　　虽然公司高管态度坚定，但围绕阿里的这场大规模融资，市场情绪呈现出较为复杂的分化。　　美股知名“大空头”迈克尔·伯里（Michael Burry）公开表示，自己并不看好阿里巴巴最新的新股配售做法，并认为其当前股价已经过高，公司的投入资本回报率（ROIC）将会继续下降。他已经清仓了对阿里巴巴的持仓，转而布局其竞争对手京东集团。　　伯里在内容平台Substack上写道：“不久前，我把所有阿里巴巴的仓位都转移到了京东。这大幅增加了我在京东的持仓。

E | 我原本计划一两个月后把大部分仓位转回阿里巴巴。但我改变了主意。除非阿里巴巴的股价跌一半，否则我不会再感兴趣。”　　并非所有分析师都如此悲观。

F | 一些机构认为，尽管资本市场短期出现阵痛，但市场过度放大了稀释效应，忽视了阿里在资产负债表与战略主动性方面的强化。　　美银证券指出，本次配售将使阿里的净现金由310亿美元大幅提升至410亿美元以上（现金及现金等价物总量增至约800亿美元）。这不仅能预先强化资产负债表、拓宽资金来源，更能为其云业务的强劲增长与AI投资效益的改善提供充裕的资金保障。

G | 美银维持其美股172美元及港股168港元的目标价与“买入”评级。　　野村证券也认为，阿里此次约7.1亿股的新股发行对现有股东的股权摊薄仅约3.7%，实际冲击远低于市场预期，且本次融资一举清除了长期悬在股价头上的资金不确定性。（文章来源：第一财经）。

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Published on:12:16:28