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A | TAIPEI, Taiwan -- Russian President Vladimir Putin arrived in Beijing on Tuesday for a visit that underscores China’s support for Moscow during its war in Ukraine as well as Russian backing for China's bid to expand its economic and diplomatic influence abroad.The two countries have forged an informal alliance against the United States and other democratic nations that is now complicated by the Israel-Hamas war. China has sought to balance its ties with Israel against its relations with Iran and Syria, two countries that are strongly backed by Russia and with which China has forged ties for economic reasons as well as to challenge Washington's influence in the Middle East.Putin's plane was met by an honor guard as the Russian leader began his visit that is also a show of support for Chinese leader Xi Jinping’s signature “Belt and Road” initiative to build infrastructure and expand China’s overseas influence.In an interview to Chinese state media, Putin praised the massive but loosely linked BRI projects.“Yes, we see that some people consider it an attempt by the People’s Republic of China to put someone under its thumb, but we see otherwise, we just see desire for cooperation,” he told state broadcaster CCTV, according to a transcript released by the Kremlin on Monday. Putin will be among the highest profile guests at a gathering marking the 10th anniversary of Xi’s announcement of the BRI project, which has laden countries such as Zambia and Sri Lanka with heavy debt from contracts with Chinese companies to build roads, airports and other public works they could not otherwise afford. U.N. Secretary-General António Guterres has praised the Chinese policy as bringing development to neglected areas. Asked by reporters Friday about his visit, Putin said it would encompass talks on Belt and Road-related projects, which he said Moscow wants to link with efforts by an economic alliance of former Soviet Union nations mostly located in Central Asia to “achieve common development goals.” He also downplayed the impact of China’s economic influence in a region that Russia has long considered its backyard and where it has worked to maintain political and military clout. “We don’t have any contradictions here, on the contrary, there is a certain synergy,” Putin said.Putin said he and Xi would also discuss growing economic ties between Moscow and Beijing in energy, high-tech and financial industries. China has also grown in importance as an export destination for Russia.Alexander Gabuev, director of the Carnegie Russia Eurasia Center, said that from China’s view, “Russia is a safe neighbor that is friendly, that is a source of cheap raw materials, that’s a support for Chinese initiatives on the global stage and that’s also a source of military technologies, some of those that China doesn’t have.”“For Russia, China is its lifeline, economic lifeline in its brutal repression against Ukraine,” Gabuev told The Associated Press. “It’s the major market for Russian commodities, it’s a country that provides its currency and payment system to settle Russia’s trade with the outside world — with China itself, but also with many other countries, and is also the major source of sophisticated technological imports, including dual-use goods that go into the Russian military machine.”Gabuev said that while Moscow and Beijing will be unlikely to forge a full-fledged military alliance, their defense cooperation will grow.“Both countries are self-sufficient in terms of security and they benefit from partnering, but neither really requires a security guarantee from the other. And they preach strategic autonomy,” he said.“There will be no military alliance, but there will be closer military cooperation, more interoperability, more cooperation on projecting force together, including in places like the Arctic and more joint effort to develop a missile defense that makes the U.S. nuclear planning and planning of the U.S. and its allies in Asia and in Europe more complicated,” he added. The Chinese and Soviets were Cold War rivals for influence among left-leaning states, but China and Russia have since partnered in the economic, military and diplomatic spheres. Just weeks before Russia’s invasion of Ukraine last February, Putin met with Xi in Beijing and the sides signed an agreement pledging a “no-limits” relationship. Beijing’s attempts to present itself as a neutral peace broker in Russia’s war on Ukraine have been widely dismissed by the international community. Xi visited Moscow in March as part of a flurry of exchanges between the countries. China has condemned international sanctions imposed on Russia, but hasn’t directly addressed an arrest warrant issued for Putin by the International Criminal Court on charges of alleged involvement in the abductions of thousands of children from Ukraine. ___Associated Press writer Jim Heintz in Tallinn, Estonia, contributed to this report.。 8月24日消息,据港交所披露的最新信息,在阿里巴巴官宣800亿港元新股配售计划之后,集团主席蔡崇信、CEO吴泳铭出手增持,合计耗资约1.2亿港元买入阿里股票。 交易明细显示,蔡崇信本次购入72万股阿里巴巴港股,成交均价约112港元,耗资约8000万港元;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。二人合计增持107万股,总投入金额约1.2亿港元。

B | 就在前一日,阿里巴巴公布800亿港元新股配售方案,本次募资所得将全部投向全栈 AI 能力建设以及AI基础设施布局。

C | 市场观点认为,管理层选择在配售消息落地次日以个人名义增持,释放出对公司AI长期战略的信心信号。 公开资料显示,阿里巴巴近年持续加码AI赛道,已经搭建起覆盖算力、芯片、大模型、落地应用的全栈AI体系。 从最新财报数据来看,阿里AI相关产品年化收入已经突破495亿元,预计下个季度将达到100亿美元;管理层预判,到2030年阿里云外部商业化收入目标可达1000亿美元,目标利润率20%,AI相关资本开支有望在2—3年内完成回本。 回报股东层面,过去几年阿里巴巴累计回购注销约11%股份。

D | 截至8月24日收盘,阿里巴巴港股报价112.50港元,总市值达2.16万亿港元。
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