段永平繼續增持阿里巴巴，高盛上調阿里目標價
5月16日，有網友在投資社區雪球發文指出，被稱為"中國巴菲特"的投資大師段永平在一季度繼續增持阿里巴巴。
該雪球用户上傳截圖顯示，段永平管理的投資賬户H&H International Investment LLC提交的最新13F文件顯示，於2024年第一季度增持了88.6萬股阿里巴巴股份，持倉增幅17.87%，同時增持蘋果和西方石油，減持伯克希爾和谷歌。這是該賬户連續第二個季度增持阿里巴巴，目前阿里巴巴為其第四大持倉，佔投資組合比例為2.98%，持倉市值約為4.23億美元。
長期價值投資者David Tepper管理的Appaloosa本季度繼續增持阿里巴巴，目前持有1125萬股阿里巴巴股份，持倉市值約為8.14億美元。
電影《大空頭》的人物原型Michael Burry的Scion Asset Management LLC資產管理公司也於本季度加倉阿里巴巴。該機構對阿里巴巴持倉12.5萬股，持倉市值約為905萬美元，佔投資組合比例為8.74%，較上季度的持倉數量大幅增長66.67%。目前，阿里巴巴位列其第二大重倉股。
千億私募景林資產最新美股持倉也於日前出爐。2024年一季度，景林資產首度建倉阿里巴巴，加倉Meta、台積電，減持拼多多、微軟。
5月14日晚，阿里巴巴集團公佈最新財報顯示，季度收入2218.74億元，同比增長7%，超市場預期，但由於投資上市公司市值減少帶來的虧損，淨利潤同比下降。2024財年，阿里巴巴已回購125億美元股份，是回購力度最大的中國互聯網公司。阿里巴巴還宣佈，董事會已批准2024財年派發股息約40億美元。
高盛新發布研報，強調阿里巴巴2024財年表現穩健、恢復增長，本季度，淘天GMV實現雙位數增長，客户管理收入同比增長5%，均好於市場預期。高盛預計，下半財年阿里有望實現盈利保持穩定，加上持續加大股東回報和雙重主要上市轉換完成，都為估值修復提供巨大空間，維持"買入"評級，並上調阿里目標價。
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