<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/01/177039000-m.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="2508" height="1672" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/01/177039000-m.jpg"/></p>
<p>阿里巴巴集团控股有限公司（NYSE: BABA）在周二备受关注，因为有报道称瑞安·科亨已在这家跨国科技巨头中建立了股份。</p>
<h2>他为何会增持阿里巴巴的股份？</h2>
<p>这位激进投资者目前在这家中国综合企业中拥有价值数亿美元的股份——与公司超过 3000 亿美元的市值相比，这并不算太显著。</p>
<p>尽管如此，科亨在 2022 年下半年增持的股份，正如今天《华尔街日报》报道的那样，他正在推动这家电子商务巨头进一步扩大其股票回购计划。</p>
<p>针对阿里巴巴的投资对这位亿万富翁来说是一个相当大的变化，他以关注像 Bed Bath &amp; Beyond 这样的小公司而闻名。自去年十月底以来，阿里巴巴的股价已上涨近 85%。</p>
<h2>科亨希望回购增加 200 亿美元</h2>
<p>匿名消息人士还告诉《华尔街日报》，科亨在 2022 年 8 月首次联系董事会，并表示这家总部位于杭州的公司在未来五年内可以将自由现金流提高多达 20%。</p>
<p>随后，阿里巴巴在 11 月将其股票回购计划扩大了 150 亿美元，总额达到 400 亿美元，计划在 2025 年 3 月之前执行。</p>
<p>然而，现在科亨正在推动再增加 200 亿美元的股票回购，使总额达到 600 亿美元。阿里巴巴尚未正式回应《华尔街日报》的报道。</p>
<p>在其最新报告的季度中，阿里巴巴的销售年化增长仅为 3.0%。阿里巴巴的股价仍低于 2020 年最后一个季度的历史最高价的一半。在过去两年中，由于北京对科技巨头的监管打击，其股价遭受了重大打击。</p>
<p>瑞安·科亨已在阿里巴巴增持股份：他想要的是什么，最初出现在 Invezz 上。</p>

2 倍做多阿里巴巴 ETF - KraneShares

BABO

2 倍做多 BABA ETF - GraniteShares

<p>瑞安·科恩已获得阿里巴巴集团控股有限公司的重大股份，并倡导将公司的股票回购计划增加 200 亿美元，旨在在五年内将自由现金流提高 20%。阿里巴巴最近将其回购计划从 150 亿美元扩大至 400 亿美元，但科恩正在推动进一步扩展。尽管面临监管挑战和温和的销售增长，阿里巴巴的股价自十月以来已上涨 85%</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/01/177039000-m.jpg" alt="" original-src="https://invezz.com/wp-content/uploads/2023/01/177039000-m.jpg"/></p>
<p>Alibaba Group Holding Ltd (NYSE: BABA) is in focus on Tuesday after Ryan Cohen was reported to have built a stake in the multinational tech behemoth.</p>
<div class="lb-trans"><p>阿里巴巴集团控股有限公司（NYSE: BABA）在周二备受关注，因为有报道称瑞安·科亨已在这家跨国科技巨头中建立了股份。</p>
</div><h2>Why did he amass a stake in Alibaba?</h2>
<div class="lb-trans"><h2>他为何会增持阿里巴巴的股份？</h2>
</div><p>The activist investor now has hundreds of millions of dollars worth of stake in the Chinese conglomerate – not very significant versus the company’s market cap of just over $300 billion.</p>
<div class="lb-trans"><p>这位激进投资者目前在这家中国综合企业中拥有价值数亿美元的股份——与公司超过 3000 亿美元的市值相比，这并不算太显著。</p>
</div><p>Nonetheless, Cohen, who amassed the said stake in the back half of 2022, is pushing the eCommerce giant to further stretch its share repurchase programme, as per a WSJ report this morning.</p>
<div class="lb-trans"><p>尽管如此，科亨在 2022 年下半年增持的股份，正如今天《华尔街日报》报道的那样，他正在推动这家电子商务巨头进一步扩大其股票回购计划。</p>
</div><p>Targeting Alibaba is quite a change of pace for the billionaire who’s known to focus his activist ventures on smaller companies like Bed Bath &amp; Beyond. Alibaba shares have gained nearly 85% since late October.</p>
<div class="lb-trans"><p>针对阿里巴巴的投资对这位亿万富翁来说是一个相当大的变化，他以关注像 Bed Bath &amp; Beyond 这样的小公司而闻名。自去年十月底以来，阿里巴巴的股价已上涨近 85%。</p>
</div><h2>Cohen wants a $20 billion increase in buyback</h2>
<div class="lb-trans"><h2>科亨希望回购增加 200 亿美元</h2>
</div><p>Anonymous sources also told the Wall Street Journal that Cohen first contacted the board in August of 2022 and said the Hangzhou-headquartered firm could increase its free cash flow by up to 20% in the next five years.</p>
<div class="lb-trans"><p>匿名消息人士还告诉《华尔街日报》，科亨在 2022 年 8 月首次联系董事会，并表示这家总部位于杭州的公司在未来五年内可以将自由现金流提高多达 20%。</p>
</div><p>Subsequently, Alibaba expanded its stock buyback programme by $15 billion in November to a total of $40 billion to be executed by March 2025.</p>
<div class="lb-trans"><p>随后，阿里巴巴在 11 月将其股票回购计划扩大了 150 亿美元，总额达到 400 亿美元，计划在 2025 年 3 月之前执行。</p>
</div><p>Now, though, Cohen is pushing for another $20 billion increase in share repurchase to $60 billion. Alibaba is yet to officially respond to the WSJ report.</p>
<div class="lb-trans"><p>然而，现在科亨正在推动再增加 200 亿美元的股票回购，使总额达到 600 亿美元。阿里巴巴尚未正式回应《华尔街日报》的报道。</p>
</div><p>In its latest reported quarter, Alibaba came up with only a 3.0% annualised growth in sales. Alibaba shares are still trading at less than half their record price in the final quarter of 2020. They’ve taken a massive hit over the past two years due to Beijing’s regulatory crackdown on tech titans.</p>
<div class="lb-trans"><p>在其最新报告的季度中，阿里巴巴的销售年化增长仅为 3.0%。阿里巴巴的股价仍低于 2020 年最后一个季度的历史最高价的一半。在过去两年中，由于北京对科技巨头的监管打击，其股价遭受了重大打击。</p>
</div><p>The post Ryan Cohen has built a stake in Alibaba: here’s what he wants appeared first on Invezz</p>
<div class="lb-trans"><p>瑞安·科亨已在阿里巴巴增持股份：他想要的是什么，最初出现在 Invezz 上。</p>
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Ryan Cohen 已经在阿里巴巴持有股份：以下是他的意图