$阿里巴巴(BABA_老虎社区_美港股上老虎 - 老虎社区

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好基友
08-24 15:46

$阿里巴巴(BABA)$ 阿里，计划配股融资800亿港币，全部投入AI建设。

今日阿里大跌近10%。

这件事儿产生较大争议。因为他们账上还有465亿美元的现金，大约是3645亿港币，所以并不需要用配股的方式去融资。

但他们的解释是，不愿意动用核心的现金安全垫，又想加大对ai的投入，所以只能用股权融资的方式补充现金。

这就有点尴尬了。

既然觉得自己缺钱，也清楚这几年是ai发展的关键时期，作为国内的AI科技领头羊，那为啥去年要烧800-1000亿，跟京东美团大干一场？

然后，没钱了又要股民来承担……关键这个钱跟外卖上烧掉的还差不多。所以，换个角度想，就跟从股东这边募资，去给别人送奶茶的感觉？

想想就窝火，股民用脚投票，今天砸了个大坑。

总的来说，外卖大战已经过去时，现在阿里全面聚焦AI，我认为还是中国最具备价值投资的企业之一。[DOGE]

# 拼多多 Q2 财报出炉，Temu 遭欧盟关税围剿？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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纳指起起伏伏
·08-24 18:49
就怕AI砸了大钱，最后又看不到实实在在收益
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价投大师兄
·08-24 17:28
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