今日阿裏巴巴港股大漲6% 軟銀發言人闢謠“減持阿裏”傳聞
2月9日,據路透社消息,軟銀集團發言人週三表示,阿裏巴巴最近註冊的額外美國存託股票(ADS)與軟銀集團未來的任何具體交易無關。
“ADR轉換工具(由阿裏巴巴提交的F6文件)的註冊,包括其規模,與SBG未來的任何具體交易無關”,軟銀在給路透社的一份聲明中表示。
這一聲明再次重錘此前“軟銀有潛在的出售阿裏意圖”的傳聞。受消息面影響,今日阿裏巴巴(09988.HK)在港股股價漲超6%。
此前,阿裏巴巴集團向SEC申請額外註冊10億份美股存託股份(ADS),花旗銀行的分析認爲此舉“可能表明”軟銀有潛在的出售意圖。受此影響,阿裏巴巴股價連續兩日下滑。
昨日,軟銀集團三季度業績會上,孫正義也表明了自己了態度。他表示,軟銀一直以來長期持有阿裏巴巴股票,約佔阿裏巴巴25%的股權。其中,超過90%的部分軟銀仍然長期持有,只有極小部分變現,用於支持願景基金的投資。
這一表達被市場認爲“孫正義近期無減持阿裏意願”。利好消息在美股率先反應。昨晚,在中概股總體跑贏大盤的情況下,阿裏巴巴(NYSE:BABA)漲超6%,市值上漲230億美元,約合人民幣1500億元。
此外,Jefferies分析師Atul Goyal在接受彭博電視臺的採訪時表示,孫正義和軟銀被問及阿裏巴巴近期註冊ADS一事時,也明確表示對註冊計劃不知情,軟銀也並沒有任何相關的售股計劃。
據市場研究公司MarketBeat統計,截至2月8日,28位分析師給予阿裏巴巴(NYSE:BABA)212.88美元目標價。
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