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阿里70亿扫香港13层楼,香港这波“抢房潮”,是New Money的狂欢?
BABABABA(US:BABA) Sou Hu Cai Jing·2025-10-22 12:11

Core Insights - Alibaba and Ant Group have acquired the top 13 floors of the One Island East building in Causeway Bay for HKD 7 billion, marking a significant investment in Hong Kong's office market [1][3] - This acquisition is seen as a strong statement of confidence in Hong Kong, especially as it is the largest transaction in the office market since 2021 [3][4] - The move reflects Alibaba's long-standing relationship with Hong Kong, having established operations there since its inception in 1999 [4][6] Company Strategy - The purchase is part of Alibaba's strategy to consolidate its presence in Hong Kong, moving from renting large office spaces to owning a landmark property [3][4] - The investment is supported by Alibaba's strong financial performance, with a market capitalization recently surpassing HKD 3 trillion and significant stock price increases [4][6] - The company's focus on AI has driven its stock price up over 130% in the US and 90% in Hong Kong, contributing to its financial capability for such acquisitions [6][10] Market Trends - The office rental market in Hong Kong is experiencing a shift, with high demand for new, scenic office spaces, leading to a decrease in vacancy rates [8][10] - There is a notable influx of foreign investment in Chinese assets, with over 200 companies queued for IPOs, half of which are tech firms [8][10] - The changing landscape indicates a transition from traditional industries to AI and tech companies dominating the market, reflecting a broader trend of "New Money" investing in the future [10]