
A | 据消息人士向《科创板日报》透露,随着阿里发起配售融资,阿里巴巴创始人马云连日增持阿里港股,总额超6亿港元,以此表达对阿里AI发展的坚定信心。 JAKARTA, Indonesia -- Thousands of noisy, flag-waving political supporters created a celebratory atmosphere outside Indonesia’s election commission Thursday as candidates started registering for next year’s elections in the world’s third-largest democracy.More than 2,400 police were deployed around the General Election Commission compound in Jakarta and roads were blocked around the building, where traffic was snarled as the presidential and vice presidential candidates arrived.Anies Baswedan, an opposition candidate and former Jakarta governor, was the first to register for the presidential race, alongside his running mate, Muhaimin Iskandar, chairman of the National Awakening Party or PKB.Ganjar Pranowo, the governing party’s candidate for president and former Central Java governor, registered with his running mate, Muhammad Mahfud, the current top security minister. The election to succeed President Joko Widodo, who is serving his second and final term, is shaping up as a three-way race.Defense Minister Prabowo Subianto, who lost to Widodo in the last two presidential elections, is expected to run but it's not clear when he will register as he hasn't announced his running mate.The deadline for candidates to register for the legislative and presidential elections on Feb. 14, 2024, is next Wednesday.Opinion polls forecast a close race between Subianto and Pranowo, while Baswedan is consistently in third place.Baswedan was education and culture minister before Widodo removed him from the Cabinet in 2016.He was known as a progressive Muslim intellectual but religious identity politics in the 2017 election for Jakarta governor were seen as distancing him from moderate Muslims. His choice of Iskandar is viewed as an attempt to rebuild that support.Iskandar's PKB party has strong ties with Indonesia’s largest Islamic organization, Nahdlatul Ulama, which boasts over 45 million members.“We bring the idea of change to be felt by families in Indonesia. We want basic needs to be affordable. Farmers will have a more prosperous life, fishermen will have a more prosperous life. We want there to be equality of opportunity," Baswedan said at a news conference at the General Election Commission on Thursday. "The basic idea is that change brings equality and justice.”Some of Baswedan's supporters who gathered at the election commission building were from groups that held mass protests in 2016 against Jakarta’s ethnic Chinese Christian governor, Basuki Tjahaja Purnama, who was imprisoned on blasphemy charges after quoting the Quran in a speech. Baswedan galvanized street protests by hundreds of thousands and capitalized on the controversy in his successful run for governor.Baswedan is not expected to use religious identity politics in next year's election, said Arya Fernandes, head of the Department of Politics and Social Change at the Center for Strategic and International Studies Indonesia.“At the national level the people’s rejection of the use of identity or the use of religious-based narratives in elections and politics is actually high. So if there is any thought for any candidate to do that, I think it will backfire,” Fernandes said Thursday.Pranowo was a national legislator for the governing Indonesian Democratic Party of Struggle, or PDIP, for 10 years before being elected in 2013 for the first of his two terms as Central Java governor.Widodo praised Pranowo as a leader who is close to the people and “always goes down to the grassroots and is very ideological.” “We want to develop Indonesia faster and continue the good things that have been done by the current government, to fix what is not good enough and to leave the bad ones,” Pranowo said in a news conference.Pranowo has faced criticism and a backlash from soccer fans after FIFA earlier this year stripped Indonesia of its right to host the Under-20 World Cup.He was among those who had voiced opposition to Israel’s participation in the tournament. Indonesia is the world's most populous Muslim-majority nation and does not have diplomatic relations with Israel. Subianto has focused his ultra-nationalistic campaign on what he sees as Indonesia’s weakness in the world relative to its vast land area rich in natural resources and a population of more than 270 million.A longtime commander in Indonesia’s Kopassus special forces, Subianto was discharged from the military in 1998 after Kopassus soldiers tortured activists who opposed dictator Suharto, his father-in-law. He went into self-exile in Jordan before returning and founding the Gerindra Party in early 2008.In the past he worked closely with hard-line Islamists to undermine his opponents, but lost to Widodo in the 2014 and 2019 elections, which were marred by dirty campaigning and wild internet rumors. Subianto refused to accept both election results but decided to join the Cabinet after Widodo offered him the defense minister position in a bid for unity.___Follow AP's Asia-Pacific coverage at https://apnews.com/hub/asia-pacific。

B | 加上此前披露,蔡崇信、吴泳铭连续两日已合计增持2亿港元,至此马云与阿里管理层近日已合计增持已超8亿港元。

C | 其中,蔡崇信在买入72万股阿里巴巴港股后,今日再次增持约8200万港元阿里巴巴股票,两日累计增持金额已达1.6亿港元;CEO吴泳铭买入35万股阿里巴巴港股,均价约111.6港元,耗资约4000万港元。 8月23日,阿里宣布800亿港元新股配售,所得款项将全部投入AI建设。此次配售获全球主权财富基金等长线投资者追捧,实现近3倍超额认购。据接近交易的消息人士称,本次配售获近3倍超额认购,超2000亿港元。主权和长线基金最终认购比例超40%。中东、欧洲、亚洲等地区的主要主权基金均积极参与了此次认购。

D | 近年来,阿里巴巴加大AI投入。早在2025年2月,阿里巴巴集团CEO吴泳铭宣布未来三年投入3800亿元用于云与AI硬件基础设施建设,这一投入规模超过了当年阿里巴巴过去十年投入的总和。

E | 截至2026年6月,该计划资本开支进度已接近一半,约1900亿元;单看2026年6月结束的2027财年第一季度,阿里单季资本开支达677亿元,同比增长75%。 最新财报显示,阿里AI相关产品年化收入超过495亿元人民币,预计下季度达到100亿美元,预计2030年阿里云外部商业化收入将达1000亿美元,利润率达20%。管理层预计AI资本开支2至3年即可收回。与此同时,过去几年阿里已累计回购注销约11%的股份,以提升股东回报。
(文章来源:财联社)。
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