异动解读｜阿里巴巴-W盘中下跌3.11%，段永平清仓叠加利润承压拖累股价

行情直击05-21 13:05

5月21日，阿里巴巴-W盘中下跌3.11%，报127.7港元/股，成交额69.82亿港元。

消息面上，知名投资人段永平管理的H&H International Investment披露一季度13F持仓报告，显示已彻底清空阿里巴巴持仓，同时大幅加仓拼多多超800万股，引发市场对阿里竞争格局的担忧。段永平持仓总市值约200亿美元，其将中概股仓位从阿里转向拼多多，被市场解读为对阿里增长逻辑信心下降。此外，阿里此前披露的财年第四财季经调整EBITA同比骤降84.4%至51亿元，因AI大模型及即时零售投入大幅增加导致利润几近归零，持续压制市场情绪。当日港股科网板块整体走弱，哔哩哔哩跌超6%，快手跌超2%，板块联动加剧抛压。

（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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