5月21日，阿里巴巴盘中下跌3.67%，报129.0美元/股，成交额1.57亿美元。
消息面上，知名投资人段永平管理的H&H International Investment最新13F文件显示，其已于一季度彻底清仓阿里巴巴，这是其连续第三个季度减持后的最终离场。段永平同期大幅加仓英伟达、拼多多并新建仓特斯拉，资金明显向AI及高成长赛道转移。此外，阿里此前发布的2026财年Q4财报显示调整后EBITA同比大幅下滑84%，营收增速放缓至3%，大量AI基础设施支出持续拖累利润率，市场对其盈利前景担忧加剧，多重利空共振下股价承压。
（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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