5月21日，阿里巴巴盘前下跌4.08%，报128.98美元/股，成交额约1345万美元。
消息面上，知名投资人段永平管理的H&H International Investment向美国SEC提交的一季度13F报告显示，其已彻底清空阿里巴巴持仓，同时大幅加仓英伟达、拼多多并新建仓特斯拉。该消息加剧了市场抛售情绪。
此外，阿里此前发布的财年Q4财报显示经调整EBITA同比暴跌84%至51亿元，经调整净利润同比下降100%至0.86亿元，AI基础设施和即时零售的高强度投入将利润压至近乎清零水平。尽管云业务收入同比增长38%、AI相关收入保持三位数增长，但盈利端的持续压力叠加标杆投资人离场，令股价承受多重利空共振。
（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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