8月27日，阿里巴巴盘中下跌3.04%，报116.44美元/股，成交额3.69亿美元。
消息面上，花旗发布研报指出，阿里巴巴加大AI投资将影响短期盈利能力，小幅下调目标价至美股190美元、港股189港元，维持买入评级。此前阿里刚完成800亿港元配售，净筹约797亿港元全部用于AI基础设施建设，配售价折让约8.4%，对现有股东形成稀释压力。财报数据显示，截至6月季度资本开支达676.8亿元，同比增长75%，自由现金流净流出446.7亿元，净利润同比下降75%。尽管管理层集体增持超8亿港元、AI云外部收入同比增45%，但短期内重资产投入对利润的侵蚀仍主导市场情绪。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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