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华尔街明星基金经理“木头姐”四年来首次持有阿里巴巴,买入超1600万美元
Xin Lang Cai Jing·2025-09-24 02:03

Group 1 - Cathie Wood's Ark Investment has resumed its position in Alibaba for the first time in four years, purchasing 99,090 shares valued at $16.13 million through two ETFs [1] - The investment in Alibaba follows a trend of increasing interest from international investors in Chinese assets, particularly in technology companies like Alibaba and Baidu due to advancements in artificial intelligence [3] - Alibaba's ADR reached its highest level since November 2021, driven by investor confidence in its AI business, with the company having invested over 100 billion yuan in AI infrastructure and product development over the past four quarters [4] Group 2 - Alibaba's cloud revenue growth accelerated to 26%, marking a three-year high, with AI-related revenue contributing over 20% to external commercialization revenue [4] - Baidu's intelligent cloud revenue grew by 42% year-on-year, with AI-related revenue also experiencing significant growth, indicating strong performance in the AI sector [4] - Pony.ai, a self-driving technology company, has expanded its operations internationally and recently obtained new licenses for smart connected vehicle demonstration operations [4]