异动解读｜阿里巴巴盘前下跌3.02%，美科技巨头AI支出膨胀担忧拖累中概股

行情直击07-24

7月24日，阿里巴巴盘前下跌3.02%，报112.15美元/股，成交额333.72万美元。

消息面上，谷歌母公司Alphabet财报显示二季度资本支出高达449亿美元，历史首次出现负自由现金流，并将全年资本支出预期上调至1950亿至2050亿美元，引发市场对AI投资持续膨胀、盈利兑现过慢的担忧，美股科技七巨头集体走低，中概股承压。同日港股交易时段阿里巴巴已跌超5%，叠加南向资金近期持续净卖出及公募基金二季度大幅减持港股互联网，机构抛压明显。

（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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