[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio9f2e3583":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio9f2e3583","清仓阿里(BABA)转战京东(JD)-“大空头”伯里直言：无法支持阿里巨额融资-转投中国配送赛道","\u002Fdoc\u002Fdcio9f2e3583","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，知名投资人、电影《大空头》原型迈克尔·伯里认为，阿里巴巴(BABA)股票估值过高，并透露他最近已清仓这家中国科技巨头的股份，转而大幅增持京东(JD)。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>伯里于8月23日(周日)在Substack上发帖称“我原本计划一两个月后将大部分资金移回阿里，但现在不会了。阿里巴巴的股价必须下跌一半，我才会重新感兴趣。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>作为Scion Capital Management创始人，伯里因在2008年全球金融危机前成功做空美国房地产市场而闻名。他此番言论，正值阿里巴巴宣布计划通过股份发售筹资约800亿港元(合102亿美元)以支持其人工智能投资之际。据阿里巴巴披露，此次交易将成为香港上市公司有史以来规模最大的一级后续发行，同时也是继Alphabet和英特尔之后，今年全球规模第三大的一级后续股票发行。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>伯里表示“我无法支持这种股份发行。”他预计该公司的投资回报率将继续下降。伯里同时表示，看好中国配送行业竞争缓和、利润率回升，这很可能会改变京东和美团的市场叙事。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>阿里巴巴报告称，截至6月的季度利润下降了75%，原因是公司加大了与人工智能相关的资本支出。财报还显示，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。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>今年以来，阿里巴巴美国存托凭证(ADR)下跌18.6%，上周五单日下跌8.6%。其香港上市股份今年迄今下跌13.9%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>伯里曾在四月份披露，他已建仓阿里巴巴。阿里巴巴方面周日另行公告称，此次发售定价为每股112.70港元，较上周五香港市场收盘价123港元有所折让。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]