4月16日,阿里巴巴-W(09988.HK)股价在盘中大跌5.10%,引发市场广泛关注。此次下跌可能与美国最新加征的关税政策以及港股科技股整体走弱有关。
消息面上,美国政府近期宣布对中国制造商品征收145%的关税,这一政策引发了市场对中国出口企业前景的担忧。作为中国电商巨头,阿里巴巴的业务inevitably受到影响。然而,值得注意的是,阿里巴巴旗下的淘宝平台在海外市场的下载量出现大幅增长,特别是在美国、加拿大、英国等国家的应用商店排名迅速攀升,这或许为公司带来新的增长机遇。
与此同时,港股科技股整体表现疲软,京东、小米集团等同行均出现不同程度的下跌。多笔大额卖单的出现也加剧了阿里巴巴股价的跌势。分析人士认为,当前市场对中美贸易关系的担忧情绪较重,投资者需密切关注后续发展。尽管短期内股价承压,但阿里巴巴在国内外市场的布局或将为其长期发展提供支撑。
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