SH_CR7
2026.04.30 13:10

Personally, I think the main reason for the decline is still due to the excessive number of Hong Kong stock IPOs this year. The company's transformation in recent years is evident to all, whether in terms of business layout or shareholder dividend payouts, share buybacks, and cancellations. Moreover, compared to heavyweight Hong Kong tech stocks like Tencent and Xiaomi, Alibaba's decline this year is still relatively small. I believe, as Alibaba's senior management said in this year's earnings call, that AI business and cloud annual revenue will reach over $100 billion within five years. I am very confident in Alibaba; doubling at the current price is not a dream.

LongPort - 仝志斌
仝志斌

阿里股价:跌完 20%,拐点还有多远?

最近投资圈特别爱聊阿里股价,这家公司自春节以来可以说是动作频频:成立新事业群 ATH(业务核心围绕 token),又推出视频生成大模型快乐马等等。在 AI 领域的强力布局让投资圈对今年阿里股价充满了希望,但迄今为止理论尚没有照进现实,当前阿里股价较之年初高点下跌了 20%。 那么究竟是什么因素阻碍了阿里股价的上行呢?本文核心观点:其一,投资者们多将阿里股价近期的波动归因为基本面...

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