EPISODE · Aug 25, 2026 · 5 MIN
2026-08-25：阿里800亿港元“化缘”投AI，蔡吴自掏腰包托底——这不是扩张，而是中国科技巨头的生存税
from 深度市场: 港股
阿里为何以八折多配售筹集800亿港元，管理层又为何亲自买回股票？当AI巨额投入开始侵蚀现金流，真正受益的会不会是手握黄金和铜矿、正在大额分红的紫金矿业？本期还将拆解Shein IPO的资金虹吸、小米利润承压，以及小马智行收入暴增背后的估值疑问。完整研报：https://deepmarket.report/zh/report/hk_stocks/2026-08-25?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-hk_stocks-zh&utm_content=2026-08-25-zh-CN&utm_term=report_link
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2026-08-25：阿里800亿港元“化缘”投AI，蔡吴自掏腰包托底——这不是扩张，而是中国科技巨头的生存税
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