Arkest Invest的16.3M Alibaba购买信号在AI和云层增长中再次引起对中国科技部门的机构兴趣。 Ark Invest's $16.3M Alibaba purchase signals renewed institutional interest in China’s tech sector amid AI and cloud growth.

由Cathie Wood领导的Ark Invest在Alibaba两家电子信托基金的股份上购买了约1 630万美元,这是自2021年以来首次进行此类投资。 Ark Invest, led by Cathie Wood, purchased about $16.3 million in Alibaba shares across two ETFs, its first such investment since 2021. 这一举动虽然与Ark的资产相比规模较小,但在基本面的改善,特别是在AI和云计算(Alibaba报告全年收入增长26 % 、 三位数的AI产品增长连续八季度)中,标志着对中国技术部门重新产生机构兴趣。 The move, though small relative to Ark’s assets, signals renewed institutional interest in China’s tech sector amid improving fundamentals, particularly in AI and cloud computing, where Alibaba reported 26% year-over-year revenue growth and eight consecutive quarters of triple-digit AI product growth. Alibaba上市的香港股位上升近9%, 达到四年来的最高点。 Alibaba’s Hong Kong-listed shares rose nearly 9%, hitting a four-year high. 投资反映了市场情绪的转变,因为监管压力放松,外国投资者谨慎地重新进入选定的中国技术股票,尽管风险仍然存在。 The investment reflects shifting market sentiment as regulatory pressures ease and foreign investors cautiously re-enter select Chinese tech stocks, though risks remain.