8月24日，腾讯控股盘中下跌3.06%，报443.2港元，成交额23.31亿港元。
消息面上，阿里巴巴宣布以112.70港元/股配售7.1亿股新股，募资约800亿港元用于AI基建，配售价较前一交易日收盘折让约8.4%，阿里开盘大跌逾8%，拖累整个科网板块集体走低。此外，美国30年期国债收益率升至5.29%创2007年以来新高，压制风险资产估值；加美贸易谈判破裂加剧市场不确定性。
腾讯自身方面，此前多家券商因其加速AI投资导致自由现金流转负而下调目标价，海通国际将目标价下调至480港元，大和降至660港元。不过中信建投、东方证券等维持买入评级，认为核心业务盈利能力仍强劲。
（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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