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- 想找到合适的机会投资美股想找到合适的机会投资美股
  ·10-19
  实在！
  394 评论
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- 想找到合适的机会投资美股想找到合适的机会投资美股
  ·10-17
  坚信价值
  315 评论
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- 想找到合适的机会投资美股想找到合适的机会投资美股
  ·09-15
  牛人还是真厉害！
  661 评论
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- 想找到合适的机会投资美股想找到合适的机会投资美股
  ·09-13
  会是这样吗？
  1,428 评论
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- 想找到合适的机会投资美股想找到合适的机会投资美股
  ·09-10
  这个有意义
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- 想找到合适的机会投资美股想找到合适的机会投资美股
  ·09-02
  我相信事这样的
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- 想找到合适的机会投资美股想找到合适的机会投资美股
  ·09-02
  这个才是事实
  664 评论
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- 想找到合适的机会投资美股想找到合适的机会投资美股
  ·08-31
  新知识
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- 想找到合适的机会投资美股想找到合适的机会投资美股
  ·08-28
  这个有意思
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- 想找到合适的机会投资美股想找到合适的机会投资美股
  ·08-23
  支持！
  阿里巴巴拟在香港配售新股，配售总额为800亿港元，资金全部投入AI建设
  8月23日，据businesswire，阿里巴巴宣布拟向美国境外的非美国人士配售新股，配售总金额为800亿港元，这也是阿里巴巴2019年港股上市以来首次启动新股配售。本次配售所得款项净额将100%用于投资全栈AI能力，加强AI基础设施建设，进一步巩固阿里在AI领域的全球领先地位。近期，全球投资者纷纷看多阿里巴巴作为国内AI领导者地位并上调目标价。
  阿里巴巴拟在香港配售新股，配售总额为800亿港元，资金全部投入AI建设
  594 评论
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13:29","market":"us","language":"zh","title":"阿里巴巴拟在香港配售新股，配售总额为800亿港元，资金全部投入AI建设","url":"https://stock-news.laohu8.com/highlight/detail?id=1162448775","media":"格隆汇","summary":"8月23日，据businesswire，阿里巴巴宣布拟向美国境外的非美国人士配售新股，配售总金额为800亿港元，这也是阿里巴巴2019年港股上市以来首次启动新股配售。本次配售所得款项净额将100%用于投资全栈AI能力，加强AI基础设施建设，进一步巩固阿里在AI领域的全球领先地位。近期，全球投资者纷纷看多阿里巴巴作为国内AI领导者地位并上调目标价。","content":"<html><head></head><body><p style=\"text-align: left;\">8月23日，据businesswire，阿里巴巴宣布拟向美国境外的非美国人士配售新股，配售总金额为800亿港元，这也是阿里巴巴2019年港股上市以来首次启动新股配售。本次配售所得款项净额将100%用于投资全栈AI能力，加强AI基础设施建设，进一步巩固阿里在AI领域的全球领先地位。</p><p style=\"text-align: justify;\">AI正在成为驱动阿里加速增长的核心引擎，8月20日阿里发布的最新财报显示，阿里巴巴AI相关产品年化收入（ARR）已突破495亿元人民币（73亿美元），预计下季度达到100亿美元。阿里云2030年外部商业化收入预计达1000亿美元，利润率有望突破20%。近期，全球投资者纷纷看多阿里巴巴作为国内AI领导者地位并上调目标价。</p><p style=\"text-align: justify;\">阿里方面对AI算力投资回报积极乐观，其在财报分析师电话会提到“Capex投入有望3年内回本，甚至缩短到2.5年至2年”。目前，阿里巴巴账上拥有465亿美元净现金头寸，资产负债表稳健。此时启动新股配售融资，显示对算力投资回报的坚定看好。</p><p style=\"text-align: justify;\">算力市场持续供不应求，正带动全球头部AI科技公司以多种方式募资加码AI基建：2026年6月，谷歌母公司Alphabet宣布通过一揽子股票发行募集847.5亿美元，用于支持AI基础设施建设；同月，SpaceX IPO融资860亿美元并在IPO后即完成了首次投资级债券发行，融资250亿美元；8月，英特尔200亿美元普通股增发获长期投资者和主权财富基金积极认购，字节跳动也据传拟境外融资200亿美元。</p><p style=\"text-align: justify;\">市场分析人士表示，发行窗口的选择同样体现了审慎考量。当前香港市场流动性充沛，国际投资者普遍看好国内AI领先企业。随着OpenAI、Anthropic等头部AI公司预计年底陆续上市，全球AI主题资金将迎来分流高峰。阿里选择抓住这个窗口期配售新股，有助于锁定有利的定价环境，也让本次配售成为当前全球资本做多中国AI资产的稀缺入口。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里巴巴拟在香港配售新股，配售总额为800亿港元，资金全部投入AI建设</title>\n<style 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href=\"https://www.gelonghui.com/news/5292108\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"BABC":"Corgi BABA 2x Daily ETF","BABA":"阿里巴巴","KBAB":"2倍做多BABA ETF-KraneShares","BABW":"Roundhill BABA WeeklyPay ETF","BABO":"BABA期权收益策略ETF-YieldMax","BBYY":"GraniteShares YieldBOOST BABA ETF","BABX":"2倍做多BABA ETF-GraniteShares","09988":"阿里巴巴-W","BABU":"Direxion Daily BABA Bull 2X ETF"},"source_url":"https://www.gelonghui.com/news/5292108","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1162448775","content_text":"8月23日，据businesswire，阿里巴巴宣布拟向美国境外的非美国人士配售新股，配售总金额为800亿港元，这也是阿里巴巴2019年港股上市以来首次启动新股配售。本次配售所得款项净额将100%用于投资全栈AI能力，加强AI基础设施建设，进一步巩固阿里在AI领域的全球领先地位。AI正在成为驱动阿里加速增长的核心引擎，8月20日阿里发布的最新财报显示，阿里巴巴AI相关产品年化收入（ARR）已突破495亿元人民币（73亿美元），预计下季度达到100亿美元。阿里云2030年外部商业化收入预计达1000亿美元，利润率有望突破20%。近期，全球投资者纷纷看多阿里巴巴作为国内AI领导者地位并上调目标价。阿里方面对AI算力投资回报积极乐观，其在财报分析师电话会提到“Capex投入有望3年内回本，甚至缩短到2.5年至2年”。目前，阿里巴巴账上拥有465亿美元净现金头寸，资产负债表稳健。此时启动新股配售融资，显示对算力投资回报的坚定看好。算力市场持续供不应求，正带动全球头部AI科技公司以多种方式募资加码AI基建：2026年6月，谷歌母公司Alphabet宣布通过一揽子股票发行募集847.5亿美元，用于支持AI基础设施建设；同月，SpaceX 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