刚刚!蔡崇信、吴泳铭各增持8000万、4000万港元阿里股票

格隆汇
Aug 24
据港交所最新信息,在阿里巴巴宣布800亿港元新股配售计划后,集团主席蔡崇信、CEO吴泳铭出手增持合计约1.2亿港元阿里股票,对公司AI战略投下信心票。据了解,蔡崇信此次买入72万股阿里巴巴港股,均价约112港元,耗资约8000万港元;CEO吴泳铭买入35万股阿里巴巴港股,均价约111.6港元,耗资约4000万港元。两人合计增持107万股,总金额约1.2亿港元。 此前一日,阿里巴巴宣布800亿港元新股配售,所得款项将全部投入全栈AI能力和AI基础设施建设。据报道,配售获全球主权财富基金等长线投资者积极认购,最终实现近3倍超额认购。市场人士认为,管理层在配售公布次日以个人名义增持,体现对公司AI战略充满信心。 公开资料显示,阿里巴巴近年持续加大AI投入,构建起涵盖算力、芯片、模型、应用的全栈AI布局。最新财报显示,阿里AI相关产品年化收入已突破495亿元人民币,预计下季度达到100亿美元,预计2030年阿里云外部商业化收入将达1000亿美元,利润率达20%。管理层预计AI资本开支2至3年即可收回。与此同时,过去几年阿里已累计回购注销约11%的股份,以提升股东回报。

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