2026年2月20日,港股迎来马年首个交易日,阿里巴巴股价下跌近4%,延续了近期疲软走势。这一下跌恰逢知名投资人段永平管理的H&H International Investment在2025年四季度大幅减持阿里巴巴、同时大手笔加仓英伟达的操作曝光。为什么阿里巴巴选择重金投入即时零售而非大举进军AI?这背后是AI在中国市场变现困难,还是阿里面临更深层的战略困境?01.段永平不看好阿里了?段永平的投资...
Source Link2026年2月20日,港股迎来马年首个交易日,阿里巴巴股价下跌近4%,延续了近期疲软走势。这一下跌恰逢知名投资人段永平管理的H&H International Investment在2025年四季度大幅减持阿里巴巴、同时大手笔加仓英伟达的操作曝光。为什么阿里巴巴选择重金投入即时零售而非大举进军AI?这背后是AI在中国市场变现困难,还是阿里面临更深层的战略困境?01.段永平不看好阿里了?段永平的投资...
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