异动解读|阿里巴巴盘中下跌3.15%,钉钉管理层调整叠加监管约谈多重利空

行情直击
Jun 11

6月11日,阿里巴巴盘中下跌3.15%,报111.165美元/股,成交额2.71亿美元。

消息面上,阿里巴巴当日宣布钉钉管理层调整,陈航卸任钉钉CEO,阿里合伙人委员会以严厉措辞批评钉钉团队管理方式,引发市场对内部治理的担忧。同日,北京市场监管局约谈淘宝(天猫)等五家电商平台,防范"6·18"期间"内卷式"竞争风险,加重市场情绪。此外,阿里CEO吴泳铭此前释放未来三年资本开支或远超3800亿元的信号,高额折旧费用短期将持续压制利润表现。高盛维持"买入"评级及目标价180港元,认为每股盈利下调周期正在见底,下半年盈利有望改善。

(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。)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10