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大哥大BNF
08-31

垃圾公司

异动解读｜阿里巴巴夜盘下跌3.14%，800亿配股稀释效应持续发酵叠加重资本开支压制盈利

8月31日，阿里巴巴美股夜盘下跌3.14%，报114.96美元/股，成交额1377.82万美元。消息面上，阿里巴巴近期完成800亿港元新股配售，以每股112.70港元配售7.1亿股，股权稀释约3.7%，所得资金100%投向全栈AI基础设施。配股公布后阿里港股单周累计下跌约7.5%，市场对高强度资本开支的回报周期持续存疑。最新一季财报显示，公司归母净利润同比大降75.56%至105.37亿元，资本开支同比增长75%至676.8亿元，自由现金流出现约446.7亿元净流出。

异动解读｜阿里巴巴夜盘下跌3.14%，800亿配股稀释效应持续发酵叠加重资本开支压制盈利

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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