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马云出手超6亿港元！阿里核心层集体“买买买”释放明确信号_我的网站

唐顿庄园

一 |

Foreign tourists enjoy hotpot while watching a Sichuan Opera face-changing performance inside a former air-raid shelter at the Underground City hotpot restaurant in Liangjiang New Area of southwest China's Chongqing Municipality, July 10, 2026. (Xinhua/Huang Wei)Despite outdoor temperatures nearing 40 degrees Celsius in southwest China's Chongqing Municipality, Australian tourist Roy Rostand was enjoying hotpot at a restaurant without air conditioning, apparently feeling no discomfort from the summer heat.
The answer to his comfort lies in the restaurant's unlikely location. This hotpot restaurant, named Underground City, is hidden inside a former air-raid shelter, one of the city's distinctive spaces offering natural coolness.
"It's amazing that the restaurant stays so cool even in scorching summer heat," Rostand said. "Chongqing has given me the chance to experience something I can't find in Australia."
Chongqing has long been dubbed one of China's "furnace cities" for its sweltering, humid summers. In July alone, the city endured 26 consecutive days of high heat, with temperatures breaching 40 degrees Celsius for a full week and topping out at a scorching 41.6 degrees.
The blazing heat, however, has failed to dampen the enthusiasm of global travelers. According to the Chongqing General Station of Exit and Entry Frontier Inspection, more than 610,000 inbound and outbound trips by foreign nationals were recorded at Chongqing Jiangbei International Airport in the first half of the year, marking an 86-percent surge year on year. The top five source countries were Thailand, Malaysia, Singapore, Vietnam and Indonesia.
European travelers proved to be a standout growth driver. Data from Trip.com shows that as of July 21, inbound travel bookings from Europe to Chongqing for this summer season climbed by over 40 percent year on year, while scenic spot ticket orders surged by 214.7 percent and activity-based bookings rocketed by a staggering 6,900 percent.
Thanks to China's visa-free policies and other travel facilitation measures, Chongqing is rapidly gaining traction as a go-to "coolcation" hotspot for international visitors. Creative cool-off spaces, diverse travel experiences and comprehensive summer services have all contributed to its rising appeal.
UNDERGROUND COOL
Chongqing's summer cooling secrets were first found underground. Since the late 1930s, the city has carved thousands of air-raid shelters into its mountainous terrain.
Once serving as sanctuaries for civilians during the Chinese People's War of Resistance against Japanese Aggression, these spaces have now been repurposed as hotpot restaurants, tea houses and venues for Sichuan Opera performances, providing both refreshing coolness and preserving the city's living memories.
"The temperature inside the shelters remains around 25 degrees Celsius all year round, making them natural cool retreats," explained Wang Jing, marketing director of Underground City.
"We serve more than 300 tables a day on weekends," she added. "Right now, about one in every six diners is from overseas. And we're seeing more and more visitors from Southeast Asia and Europe."
Annika, a tourist from Germany, revealed that the restaurant has gone viral on overseas social media platforms. "We were attracted not only by this unique way of escaping the summer heat, but also by the opportunity to dine in a place filled with history and culture," she said.
CHASING CHILL
On August 1, Chongqing issued an orange heat alert. At a water park in its Fuling District, 10 tonnes of industrial ice were dumped directly into the wave pool. Half-submerged in the refreshing water, visitors could splash around or even play mahjong at custom-made tables in the pool.
This unique summer cooling scene has attracted coverage from mainstream media in countries including Russia and Canada, with overseas outlets reportedly dubbing it the most intriguing summer spectacle in China this year.
At Chongqing Xingrui international travel service, inquiries from cross-border travelers hailing from hot and humid regions such as Vietnam, Laos and Indonesia have risen notably in recent weeks.
Peng Hengcong, head of the travel agency, said they have rolled out themed tour products, including "cool retreats in the mountains" and "gorge rapids adventures," tailored to overseas visitors seeking summer cooling experiences. These products cover areas with higher altitudes or rich water systems in Chongqing, with the highlight being a "23°C summer" experience.
Luo Zibai, an expert with the China Tourism Academy, believes that Chongqing's sustained popularity among travelers lies in its ability to fully leverage its distinctive strengths and develop differentiated tourism products that offer a broad spectrum of experiences.
URBAN REFUGE
Chongqing is weaving a citywide "cooling network" -- ranging from shopping malls to public facilities, and from indoor spaces to outdoor areas.
At a shopping mall called The Ring in the city, visitors are greeted not by endless rows of shops, but by a lush indoor rainforest. With misting systems and carefully designed lighting, the mall keeps the temperature at about 21 degrees Celsius, creating a cool, dreamy summer escape.
"I like Chongqing a lot because it has its own character," said Bilal Badri, who was visiting from the Netherlands. "The way nature and the city's landscape blend together here is just perfect."
The cool experience extends beyond the mall. In the Mountain City Alley historic district, a 400-meter-long pedestrian walkway has been transformed into a "cooling corridor," where misting systems and shaded areas reduce the perceived temperature by 3 to 5 degrees Celsius.
In addition, since July 8, Chongqing's rail transit system has set up cooling zones in 158 metro stations, offering free air-conditioned spaces and heat-relief supplies to residents and tourists alike.
"Chongqing's creative and thoughtful ways to help people beat the summer heat are impressive. It's really interesting to discover these unique experiences," said Alexandra, a Romanian tourist. "This time I didn't stay long enough to explore more of the city, and I'm planning to come back in the near future."
。 8月26日消息，据《科创板日报》报道，有消息人士透露，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，总额已超6亿港元，彰显对阿里AI前景的坚定看好。除马云外，阿里核心管理层同步密集增持，释放强烈看多信号。 据此前报道，港交所25日消息称，阿里巴巴集团主席蔡崇信再次增持约8200万港元阿里巴巴股票。这是阿里新股配售后，蔡崇信个人连续第二个交易日出手，两日累计增持金额已达1.6亿港元。回溯此前动作，8月24日，蔡崇信已联合阿里巴巴CEO吴泳铭同步进场增持，二人合计斥资约1.2亿港元购入阿里股份。 创始人与核心管理层接连大手笔增持形成合力，充分印证了内部对公司AI转型战略、长期经营价值的高度认可。

二 | 据统计，近期马云、蔡崇信、吴泳铭三人合计增持金额已超8亿港元。 此次管理层增持的核心背景，是阿里巴巴落地的AI战略融资计划。8月23日晚间，阿里巴巴正式公布大额配售方案，拟以每股112.7港元的价格配售7.1亿股新股份，整体募资总额高达800亿港元（约合102亿美元）。本次配售创下两大关键纪录，既是阿里巴巴2019年登陆港交所以来首次股权配售融资，也是香港资本市场历史上规模最大的主要后续发行交易。值得关注的是，本次800亿港元募资100%全部投向全栈AI能力建设与AI基础设施扩张，重点覆盖算力基建扩容、自研芯片迭代、大模型研发优化、AI场景商业化落地等核心领域。 强劲的战略吸引力也获得全球资本认可，据报道，本次配售获得全球主权财富基金等长线机构踊跃认购，最终实现近3倍超额认购。 回到阿里经营基本面，当前传统电商业务承压，AI已成为阿里巴巴突破增长瓶颈、开启第二增长曲线的核心抓手。根据阿里巴巴2027财年第一季度财报（数据截至2026年6月30日），公司当期整体收入达2689.53亿元，同比增长9%；经营利润151.61亿元，同比下降57%，利润波动主要源于AI赛道前期高强度资本投入。不过阿里AI业务已展现出强劲的增长势能，商业化落地显著。

三 | 数据显示，阿里AI相关产品年化收入已突破495亿元，预计2026年下季度将突破100亿美元。同时，管理层明确了中长期AI发展目标，预判2030年阿里云外部商业化收入有望达到1000亿美元，目标利润率稳定在20%，且AI相关资本开支有望在2至3年内完成回本。 高增长赛道必然伴随前期高强度投入，现阶段阿里AI业务正处于“以投入换市场、以布局赢未来”的关键阶段。 财报数据显示，该季度阿里巴巴资本性支出高达676.78亿元，同比大幅增长75%，受大额资本投入影响，公司自由现金流由上年同期净流出188.15亿元，扩大至446.7亿元，短期现金流承压，核心为AI全产业链布局蓄力。经过长期持续深耕，阿里巴巴已搭建起全栈AI产业体系，业务覆盖底层算力、自研芯片、通用大模型、行业落地应用等全链条，形成完整的AI技术与商业闭环。截至8月25日港股收盘，阿里巴巴港股报114.2港元/股，公司总市值达2.19万亿港元。