异动解读｜阿里巴巴-W盘中下跌3.08%，公募基金二季报披露遭顶流大幅减持

行情直击07-22

7月22日，阿里巴巴-W盘中下跌3.08%，报113.5港元，成交额99.04亿港元。

消息面上，公募基金二季报密集披露，多位顶流基金经理大幅减持阿里巴巴-W。其中，张坤管理的易方达蓝筹精选对阿里巴巴-W减持幅度高达75.40%，持仓市值仅剩4.66亿元；易方达优质企业三年持有期混合同样减持51万股，减仓幅度达27.42%。谢治宇管理的兴全合宜也将阿里巴巴-W移出前十大重仓股。整体来看，多数基金降低了互联网平台股配置比例，呈现"赎港回A"趋势。

板块层面，科网股集体下挫，恒生科技指数跌超2%，腾讯跌近4%、网易跌超4%，行业承压明显。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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