Group 1 - Cathie Wood's ARK Investment Management has restarted its position in Alibaba by purchasing approximately $16.3 million in American Depositary Receipts (ADRs) [2] - This marks the first time ARK has rebuilt its position in Alibaba since 2021, and it is also the first time in nearly four years that Wood has held shares in the company [2]

公开资料显示，方舟投资最早在2014年阿里巴巴IPO不久后即买入过该公司股票，并在之后数年间多次 调整仓位。根据美国证券交易委员会（SEC）的文件及第三方追踪工具，自2021年9月起未再出现相关 投资或代理投票记录，意味着其在当时已基本清仓。这次再度买入，标志着方舟投资重新进入中国互联 网龙头企业。 市场观察人士认为，伍德重启阿里巴巴持仓，正值美股中概股整体走强背景下。9月以来，纳斯达克中 国金龙指数持续攀升，百度等其他中概科技股近期亦显著反弹。 不过，从方舟投资一贯的操作风格来看，其ETF投资组合以高换手率著称，买入并不意味着长期持有。 此次阿里巴巴ADR能否继续扩张仓位、以及持有周期长短，仍有待观察。 （文章来源：第一财经） "木头姐"凯西·伍德（Cathie Wood）重启对阿里巴巴的配置。根据方舟投资管理公司（ARK Investment Management）公布的每日交易报告，其旗下两只交易所交易基金（ETF）ARKW和ARKF 于美国当地时 间周一（22日）买入阿里巴巴美国存托凭证（ADR），合计约1630万美元。这是该公司自2021年以来 首次重新建仓阿里巴巴，也是伍德近四年来首次持有该公司股 ...

Core Viewpoint - Recent trends indicate a significant increase in interest from international investors towards Chinese assets, with the Nasdaq Golden Dragon China Index reaching a six-month closing high, driven by factors such as advancements in technology and supportive government policies [3][4]. Group 1: Market Performance - The Nasdaq Golden Dragon China Index rose by 1.5% to 8230.86 points on September 9, marking a near six-month closing high [3]. - Alibaba's American Depository Receipts (ADR) increased by 4.18%, with a year-to-date gain approaching 75% [3]. Group 2: Investor Sentiment - Morgan Stanley reported that U.S. investor interest in the Chinese market has reached its highest level since 2021, with over 90% of investors expressing willingness to increase exposure to China [3][4]. - Interest is expanding beyond internet and ADR sectors to include Hong Kong stocks and onshore A-shares, focusing on areas like artificial intelligence, semiconductors, and new consumption [4]. Group 3: Future Projections - Citigroup forecasts that the Hang Seng Index could reach 26,800 points by the end of 2025, with further increases expected in 2026 [4]. - The focus of China's "14th Five-Year Plan" (2026-2030) will include economic development, technological innovation, and green development, with key industries identified as artificial intelligence, data centers, and renewable energy [4].