“大空头”迈克尔·伯里认为阿里巴巴目前估值过高

格隆汇
5 hours ago
电影“大空头”原形迈克尔·伯里透露,阿里巴巴(BABA.N)的估值已过高,他近期已卖出所有持仓,以换仓京东(JD.O)。其原本计划在一两个月后把大部分阿里股票卖回来,但现在计划改变了,除非阿里的股价跌一半,否则他不会再感兴趣。对于阿里刚宣布配股集资约800亿港元,用于投资人工智能,伯里坦言无法支持这次配股。

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