马云、蔡崇信接连增持阿里(09988) 易方达AI ETF(03489)覆盖“美股算力+中国应用”双极布局

智通财经网08-25

智通财经APP获悉，港交所文件显示，阿里巴巴集团(09988)主席蔡崇信周二再度购入72万股阿里港股，耗资约8200万港元。此前创始人马云已连日增持阿里港股，总额超6亿港元。在8月23日阿里宣布800亿港元新股配售后，蔡崇信与CEO吴泳铭已合计增持约1.2亿港元，本次蔡崇信增持均价约112港元，与配售价基本持平。分析认为，这轮增持的看点在于"时点"与"方向"...

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港交所文件显示，阿里巴巴集团(09988)主席蔡崇信周二再度购入72万股阿里港股，耗资约8200万港元。此前创始人马云已连日增持阿里港股，总额超6亿港元。在8月23日阿里宣布800亿港元新股配售后，蔡崇信与CEO吴泳铭已合计增持约1.2亿港元，本次蔡崇信增持均价约112港元，与配售价基本持平。分析认为，这轮增持的看点在于&quot;时点&quot;与&quot;方向&quot;的高度一致。管理层选择在800亿港元配售落地、股价短期承压之际出手，而非在股价高位表态，信号意义更强，为公司的全栈AI战略投下信心票。&nbsp;从基本面看，本次配售获近3倍超额认购、订单超2000亿港元，主权与长线基金最终认购比例超40%，中东、欧洲、亚洲主要主权基金均参与，资金100%投向全栈AI基础设施建设。长线资本踊跃认购与管理层持续增持形成共振。AI基建的资本开支周期天然伴随盈利兑现的时滞，配售带来的摊薄与短期股价波动客观存在，投资者需权衡这一节奏差。但管理层在配售折价区间持续增持，至少说明产业内部人对AI投入回报的信心，高于当前交易盘的定价。易方达AI(03489)：覆盖阿里、腾讯(00700)等中国AI应用龙头与英伟达等美股算力核心，&quot;美股算力+中国应用&quot;双极布局，与阿里加码全栈AI的产业趋势直接呼应，是把握AI主线的一站式工具。易方达港交所科技(03456)：聚焦港股互联网大厂与科技龙头，7月南向资金净流入629亿港元(环比+120%)显示分母端持续改善，叠加AI商业化兑现预期，适合看好港股科技估值修复的投资者。更多港股重磅资讯，下载智通财经app更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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