BABA
阿里巴巴 ADR Alibaba Group Holding Ltd
+1.36 (+1.26%)108.63USD3.5M成交股數–市值–本益比(近四季)–股價營收比–營收年增(近四季)2026-11-24下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 3 · 25.7M · 2 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 6 · 70.8M · 5 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 25.7M · 72.3M |
| 近 180 天 淨額 | −46.6M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-10 | 09-14 | Wu Yongming | Chief Executive Officer | M 選擇權執行 | 320K | – | – | 1.7M | SEC |
| 2026-08-25 | 08-25 | Tsai Joseph C | Director | P 公開市場買進 | 720K | 14.47 | 10.4M | 115M | SEC |
| 2026-08-24 | 08-24 | Tsai Joseph C | Director | P 公開市場買進 | 720K | 14.29 | 10.3M | 114M | SEC |
| 2026-08-24 | 08-24 | Wu Yongming | Chief Executive Officer | P 公開市場買進 | 350K | 14.24 | 5.0M | 1.4M | SEC |
| 2026-07-01 | 07-06 | Tsai Joseph C | Director | M 選擇權執行 | 3.3K | – | – | 818K | SEC |
| 2026-07-01 | 07-06 | Tsai Joseph C | Director | M 選擇權執行 | 7.5K | – | – | 825K | SEC |
| 2026-07-01 | 07-06 | Wu Yongming | Chief Executive Officer | M 選擇權執行 | 13.3K | – | – | 986K | SEC |
| 2026-07-01 | 07-06 | Wu Yongming | Chief Executive Officer | M 選擇權執行 | 28.0K | – | – | 1.0M | SEC |
| 2026-06-29 | 07-01 | EVANS J. MICHAEL | President | S 公開市場賣出 | 693K | 94.92 | 65.8M | 55.0K | SEC |
| 2026-06-29 | 07-01 | EVANS J. MICHAEL | President | S 公開市場賣出 | 27.0K | 95.59 | 2.6M | 28.0K | SEC |
| 2026-06-25 | 06-29 | Jiang Fang | Chief People Officer | M 選擇權執行 | 1.7K | – | – | 5.6M | SEC |
| 2026-06-25 | 06-29 | Jiang Fang | Chief People Officer | M 選擇權執行 | 1.7K | – | – | 5.6M | SEC |
| 2026-06-25 | 06-29 | Jiang Fang | Chief People Officer | M 選擇權執行 | 2.7K | – | – | 5.6M | SEC |
| 2026-06-25 | 06-29 | Jiang Fang | Chief People Officer | M 選擇權執行 | 3.8K | – | – | 5.6M | SEC |
| 2026-06-25 | 06-29 | Jiang Fang | Chief People Officer | S 公開市場賣出 | 4.9K | 12.09 | 59K | 5.6M | SEC |
| 2026-06-25 | 06-29 | Yu Siying | General Counsel | M 選擇權執行 | 3.3K | – | – | 604K | SEC |
| 2026-06-25 | 06-29 | Yu Siying | General Counsel | M 選擇權執行 | 2.7K | – | – | 607K | SEC |
| 2026-06-25 | 06-29 | Yu Siying | General Counsel | M 選擇權執行 | 7.5K | – | – | 614K | SEC |
| 2026-06-25 | 06-29 | Yu Siying | General Counsel | S 公開市場賣出 | 6.8K | 12.10 | 82K | 607K | SEC |
| 2026-06-25 | 06-29 | Xu Hong | Chief Financial Officer | M 選擇權執行 | 10.0K | – | – | 76.5K | SEC |
| 2026-06-25 | 06-29 | Xu Hong | Chief Financial Officer | M 選擇權執行 | 360K | – | – | 437K | SEC |
| 2026-06-25 | 06-29 | Xu Hong | Chief Financial Officer | M 選擇權執行 | 9.0K | – | – | 446K | SEC |
| 2026-06-25 | 06-29 | Xu Hong | Chief Financial Officer | M 選擇權執行 | 10.0K | – | – | 456K | SEC |
| 2026-06-25 | 06-29 | Xu Hong | Chief Financial Officer | S 公開市場賣出 | 175K | 12.15 | 2.1M | 280K | SEC |
| 2026-06-25 | 06-29 | Jiang Fan (FJ) | CEO of Business Group | M 選擇權執行 | 7.3K | – | – | 547K | SEC |
| 2026-06-25 | 06-29 | Jiang Fan (FJ) | CEO of Business Group | M 選擇權執行 | 7.3K | – | – | 555K | SEC |
| 2026-06-25 | 06-29 | Jiang Fan (FJ) | CEO of Business Group | M 選擇權執行 | 15.5K | – | – | 570K | SEC |
| 2026-06-25 | 06-29 | Jiang Fan (FJ) | CEO of Business Group | S 公開市場賣出 | 13.6K | 12.10 | 164K | 557K | SEC |
| 2026-04-01 | 04-03 | Wu Yongming | Chief Executive Officer | M 選擇權執行 | 13.3K | – | – | 973K | SEC |
| 2026-04-01 | 04-03 | Wu Maggie Wei | Director | M 選擇權執行 | 33.3K | – | – | 3.6M | SEC |
| 2026-04-01 | 04-03 | Wu Maggie Wei | Director | M 選擇權執行 | 7.5K | – | – | 3.7M | SEC |
| 2026-04-01 | 04-03 | Tsai Joseph C | Director | M 選擇權執行 | 3.3K | – | – | 814K | SEC |
| 2026-04-01 | 04-03 | EVANS J. MICHAEL | President | M 選擇權執行 | 12.0K | – | – | 12.0K | SEC |
| 2026-04-01 | 04-03 | EVANS J. MICHAEL | President | M 選擇權執行 | 16.0K | – | – | 28.0K | SEC |
| 2026-04-01 | 04-03 | EVANS J. MICHAEL | President | M 選擇權執行 | 640K | – | – | 668K | SEC |
| 2026-04-01 | 04-03 | EVANS J. MICHAEL | President | M 選擇權執行 | 80.0K | – | – | 748K | SEC |
| 2026-03-25 | 03-26 | Yu Siying | General Counsel | M 選擇權執行 | 25.3K | – | – | 600K | SEC |
| 2026-03-25 | 03-26 | Yu Siying | General Counsel | M 選擇權執行 | 5.6K | – | – | 605K | SEC |
| 2026-03-25 | 03-26 | Yu Siying | General Counsel | M 選擇權執行 | 10.7K | – | – | 616K | SEC |
| 2026-03-25 | 03-26 | Yu Siying | General Counsel | M 選擇權執行 | 3.3K | – | – | 619K | SEC |
| 2026-03-25 | 03-26 | Yu Siying | General Counsel | M 選擇權執行 | 2.7K | – | – | 622K | SEC |
| 2026-03-25 | 03-26 | Yu Siying | General Counsel | S 公開市場賣出 | 21.5K | 16.06 | 345K | 601K | SEC |
| 2026-03-25 | 03-26 | Xu Hong | Chief Financial Officer | M 選擇權執行 | 62.0K | – | – | 62.0K | SEC |
| 2026-03-25 | 03-26 | Xu Hong | Chief Financial Officer | M 選擇權執行 | 40.0K | – | – | 102K | SEC |
| 2026-03-25 | 03-26 | Xu Hong | Chief Financial Officer | M 選擇權執行 | 10.0K | – | – | 112K | SEC |
| 2026-03-25 | 03-26 | Xu Hong | Chief Financial Officer | M 選擇權執行 | 9.0K | – | – | 121K | SEC |
| 2026-03-25 | 03-26 | Xu Hong | Chief Financial Officer | S 公開市場賣出 | 54.5K | 16.07 | 875K | 66.5K | SEC |
| 2026-03-25 | 03-26 | Jiang Fang | Chief People Officer | M 選擇權執行 | 2.7K | – | – | 5.5M | SEC |
| 2026-03-25 | 03-26 | Jiang Fang | Chief People Officer | M 選擇權執行 | 7.5K | – | – | 5.5M | SEC |
| 2026-03-25 | 03-26 | Jiang Fang | Chief People Officer | M 選擇權執行 | 10.5K | – | – | 5.6M | SEC |
| 2026-03-25 | 03-26 | Jiang Fang | Chief People Officer | M 選擇權執行 | 10.7K | – | – | 5.6M | SEC |
| 2026-03-25 | 03-26 | Jiang Fang | Chief People Officer | M 選擇權執行 | 1.7K | – | – | 5.6M | SEC |
| 2026-03-25 | 03-26 | Jiang Fang | Chief People Officer | M 選擇權執行 | 1.7K | – | – | 5.6M | SEC |
| 2026-03-25 | 03-26 | Jiang Fang | Chief People Officer | M 選擇權執行 | 2.7K | – | – | 5.6M | SEC |
| 2026-03-25 | 03-26 | Jiang Fang | Chief People Officer | S 公開市場賣出 | 16.8K | 16.10 | 271K | 5.6M | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| PRIMECAP MANAGEMENT CO/CA/ | 18.6M | 1.8B | 新進 | 新進 |
| UBS Group AG | 10.6M | 1.0B | 新進 | 新進 |
| Dodge & Cox | 10.0M | 956M | 新進 | 新進 |
| HSBC HOLDINGS PLC | 9.6M | 926M | 新進 | 新進 |
| MORGAN STANLEY | 7.4M | 712M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 6.9M | 658M | 新進 | 新進 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 6.1M | 582M | 新進 | 新進 |
| PeakShares LLC | 5.6K | 536M | 新進 | 新進 |
| Fisher Asset Management, LLC | 5.1M | 489M | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 4.8M | 463M | 新進 | 新進 |
| BARCLAYS PLC | 4.7M | 449M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 4.4M | 422M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 4.3M | 414M | 新進 | 新進 |
| CITIGROUP INC | 3.9M | 373M | 新進 | 新進 |
| FMR LLC | 3.7M | 354M | 新進 | 新進 |
| BlackRock, Inc. | 3.5M | 333M | 新進 | 新進 |
| Capula Management Ltd | 3.3M | 321M | 新進 | 新進 |
| Discerene Group LP | 2.7M | 263M | 新進 | 新進 |
| ROYAL BANK OF CANADA | 2.7M | 262M | 新進 | 新進 |
| Capital World Investors | 2.6M | 252M | 新進 | 新進 |
| AMERICAN CENTURY COMPANIES INC | 2.4M | 230M | 新進 | 新進 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.3M | 221M | 新進 | 新進 |
| DEUTSCHE BANK AG\ | 2.2M | 213M | 新進 | 新進 |
| RWWM, INC. | 2.2M | 213M | 新進 | 新進 |
| AMF Tjanstepension AB | 2.2M | 207M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 1,221 -127 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 1221 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 232M |
| 合計季末市值 | 22.0B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 42.2M |
|---|---|
| 與上期比 | +0.6% |
| 佔流通股數 | –(外國發行人不算) |
| 日均成交量 | 16.4M |
| 回補天數 | 2.6 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 42.2M | +0.6% | – | 16.4M | 2.6 |
| 2026-08-14 | 42.0M | +0.3% | – | 9.1M | 4.6 |
| 2026-07-31 | 41.8M | -0.7% | – | 9.8M | 4.3 |
| 2026-07-15 | 42.1M | -0.5% | – | 15.0M | 2.8 |
| 2026-06-30 | 42.4M | +6.3% | – | 15.3M | 2.8 |
| 2026-06-15 | 39.9M | +2.5% | – | 10.9M | 3.6 |
| 2026-05-29 | 38.9M | -2.0% | – | 10.1M | 3.9 |
| 2026-05-15 | 39.7M | +1.6% | – | 14.8M | 2.7 |
| 2026-04-30 | 39.1M | +5.5% | – | 9.5M | 4.1 |
| 2026-04-15 | 37.0M | -6.0% | – | 9.7M | 3.8 |
| 2026-03-31 | 39.4M | -4.0% | – | 13.1M | 3.0 |
| 2026-03-13 | 41.1M | +4.9% | – | 11.8M | 3.5 |
| 2026-02-27 | 39.1M | -0.3% | – | 7.3M | 5.3 |
| 2026-02-13 | 39.3M | -3.6% | – | 10.5M | 3.7 |
| 2026-01-30 | 40.7M | -9.6% | – | 13.6M | 3.0 |
| 2026-01-15 | 45.0M | -2.1% | – | 17.3M | 2.6 |
| 2025-12-31 | 46.0M | +5.6% | – | 6.9M | 6.6 |
| 2025-12-15 | 43.6M | -2.4% | – | 8.7M | 5.0 |
| 2025-11-28 | 44.7M | +11.4% | – | 16.1M | 2.8 |
| 2025-11-14 | 40.1M | -3.0% | – | 13.8M | 2.9 |
| 2025-10-31 | 41.3M | +0.8% | – | 13.7M | 3.0 |
| 2025-10-15 | 41.0M | -4.1% | – | 20.7M | 2.0 |
| 2025-09-30 | 42.8M | -2.7% | – | 23.6M | 1.8 |
| 2025-09-15 | 44.0M | +23.6% | – | 27.1M | 1.6 |
| 2025-08-29 | 35.6M | +0.1% | – | 17.8M | 2.0 |
| 2025-08-15 | 35.5M | +3.9% | – | 11.5M | 3.1 |