2.5亿美元可转债落地:阿里押注美图(1357.HK)背后的逻辑

格隆汇
22 May

5月20日盘后,美图公司(1357.HK)宣布与阿里巴巴签署2.5亿美元可转债协议(以下简称:可转债协议),同时,双方还将在电商平台、AI技术、云计算等领域展开战略合作。次日,美图股价强势上涨,截至收盘涨幅近19%,报7.02港元,创下近7年新高。这波资本热度的背后,不只是短期融资带来的情绪提振,更体现了市场对双方长期协同效应的积极定价。图表来源:东方财富网国际投行摩根士丹利也随即重申对美图的“...

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