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马云出手增持阿里与管理层合计买入阿里巴巴超8亿港元_我的网站

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一 | With around 100 days to go before the 33rd APEC Economic Leaders' Meeting, the economic links between Shenzhen in South China's Guangdong province and members of the Asia-Pacific Economic Cooperation are strengthening across multiple dimensions, spanning maritime logistics, business expansion and international consumption. The APEC meeting will be held in Shenzhen on Nov 18 and 19, marking the third time that China hosts the event. At Yantian International Container Terminals, stronger connections with Asia-Pacific markets are visible through the expansion of shipping services and trade flows. "Yantian International operates an international shipping network with 100 weekly services, including 53 services connecting APEC members," said Pang Ning, general manager of carrier and intermodal transportation services in the commercial department of YICT. "This year, we have launched 11 new international routes connecting APEC economies, including services linking Jakarta and Surabaya in Indonesia and Laem Chabang in Thailand, providing efficient and stable logistics services for Chinese manufacturers expanding into Asia-Pacific and global markets," Pang said. In the first five months of this year, the value of imports and exports between enterprises on the Chinese mainland and in APEC economies through the Yantian Port reached nearly 400 billion yuan ($59 billion), accounting for about half of the port's total foreign trade value during the period. The port has also strengthened support for emerging trade models. It currently operates more than 10 cross-border e-commerce express sea routes, providing logistics support for exporters of smart home appliances, 3D printers and portable consumer electronics. Furthermore, Shenzhen is strengthening support for Chinese companies seeking to tap overseas markets. The Shenzhen International Business e-Station, the city's overseas business service platform, is supporting the "going global" drive of Chinese enterprises by integrating government resources and market services. The platform has gathered more than 200 professional service providers and covers 70 categories of overseas business services. "Taking advantage of the APEC meetings, we will further strengthen cooperation with APEC economies, including their governments and business groups," said Liu Yang, manager of Shenzhen International Business e-Station. Liu said the platform aims to promote investment and business exchanges in both directions, attracting companies from APEC economies to Shenzhen while supporting Shenzhen enterprises in exploring overseas markets. This year, the platform has organized promotion activities related to economies including Vietnam, Thailand and Malaysia, helping local companies learn about overseas opportunities, he added. Beyond trade and business expansion, new growth momentum is also seen in international consumption between Shenzhen and other APEC economies. Opened in August 2025, Shenzhen's first downtown duty-free shop has developed a retail model combining duty-free shopping, tax refund services and duty-paid retail, aiming to improve services for overseas visitors. Through measures including the "one order, one package, one code" system, the tax refund process for eligible customers has been shortened to just about five minutes. 。 K图 09988_0 K图 BABA_0 　　据消息人士向《科创板日报》透露，随着阿里发起配售融资，阿里巴巴创始人马云连日增持阿里港股，总额超6亿港元，以此表达对阿里AI发展的坚定信心。

二 | 　　加上此前披露，蔡崇信、吴泳铭连续两日已合计增持2亿港元，至此马云与阿里管理层近日已合计增持已超8亿港元。

三 | 其中，蔡崇信在买入72万股阿里巴巴港股后，今日再次增持约8200万港元阿里巴巴股票，两日累计增持金额已达1.6亿港元；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。　　8月23日，阿里宣布800亿港元新股配售，所得款项将全部投入AI建设。此次配售获全球主权财富基金等长线投资者追捧，实现近3倍超额认购。据接近交易的消息人士称，本次配售获近3倍超额认购，超2000亿港元。主权和长线基金最终认购比例超40%。

四 | 中东、欧洲、亚洲等地区的主要主权基金均积极参与了此次认购。

五 | 　　近年来，阿里巴巴加大AI投入。早在2025年2月，阿里巴巴集团CEO吴泳铭宣布未来三年投入3800亿元用于云与AI硬件基础设施建设，这一投入规模超过了当年阿里巴巴过去十年投入的总和。截至2026年6月，该计划资本开支进度已接近一半，约1900亿元；单看2026年6月结束的2027财年第一季度，阿里单季资本开支达677亿元，同比增长75%。　　最新财报显示，阿里AI相关产品年化收入超过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。