异动解读｜阿里巴巴夜盘下跌3.14%，800亿配股稀释效应持续发酵叠加重资本开支压制盈利

行情直击08-31 09:51

8月31日，阿里巴巴美股夜盘下跌3.14%，报114.96美元/股，成交额1377.82万美元。

消息面上，阿里巴巴近期完成800亿港元新股配售，以每股112.70港元配售7.1亿股，股权稀释约3.7%，所得资金100%投向全栈AI基础设施。配股公布后阿里港股单周累计下跌约7.5%，市场对高强度资本开支的回报周期持续存疑。最新一季财报显示，公司归母净利润同比大降75.56%至105.37亿元，资本开支同比增长75%至676.8亿元，自由现金流出现约446.7亿元净流出。尽管马云、蔡崇信、吴泳铭合计增持超8亿港元以提振信心，但期权市场大单仍呈明显偏空倾向，知名对冲基金经理Burry亦公开清仓阿里，短期市场情绪承压。

（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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大哥大BNF
08-31 21:40
大哥大BNF
垃圾公司

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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读｜阿里巴巴夜盘下跌3.14%，800亿配股稀释效应持续发酵叠加重资本开支压制盈利\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-08-31 09:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>8月31日，阿里巴巴美股夜盘下跌3.14%，报114.96美元/股，成交额1377.82万美元。</p><p>消息面上，阿里巴巴近期完成800亿港元新股配售，以每股112.70港元配售7.1亿股，股权稀释约3.7%，所得资金100%投向全栈AI基础设施。配股公布后阿里港股单周累计下跌约7.5%，市场对高强度资本开支的回报周期持续存疑。最新一季财报显示，公司归母净利润同比大降75.56%至105.37亿元，资本开支同比增长75%至676.8亿元，自由现金流出现约446.7亿元净流出。尽管马云、蔡崇信、吴泳铭合计增持超8亿港元以提振信心，但期权市场大单仍呈明显偏空倾向，知名对冲基金经理Burry亦公开清仓阿里，短期市场情绪承压。</p><p>（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。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153191261","content_text":"8月31日，阿里巴巴美股夜盘下跌3.14%，报114.96美元/股，成交额1377.82万美元。消息面上，阿里巴巴近期完成800亿港元新股配售，以每股112.70港元配售7.1亿股，股权稀释约3.7%，所得资金100%投向全栈AI基础设施。配股公布后阿里港股单周累计下跌约7.5%，市场对高强度资本开支的回报周期持续存疑。最新一季财报显示，公司归母净利润同比大降75.56%至105.37亿元，资本开支同比增长75%至676.8亿元，自由现金流出现约446.7亿元净流出。尽管马云、蔡崇信、吴泳铭合计增持超8亿港元以提振信心，但期权市场大单仍呈明显偏空倾向，知名对冲基金经理Burry亦公开清仓阿里，短期市场情绪承压。（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。）","news_type":1,"symbols_score_info":{"BABA":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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