Jack Ma's behavior had a great impact on Alibaba, and within a day, Alibaba's stock price fell by 10%. Ma Yun holds two overseas family trusts** plan** 5 million Alibaba shares, involving an amount of 8$700 million. This is not the first time that Jack Ma has ** Ali shares. From 2017 to 2020, Jack Ma's shareholding gradually decreased, from 78% to 48%。In addition to the ** shares, Jack Ma has also continuously withdrawn control of Alibaba, including no longer serving as a member of Alibaba's board of directors and the actual controller of Ant Group.
Why did Jack Ma's ** behavior trigger such a big reaction from the market?I have summarized three reasons. First of all, since 2020, China** has begun to strengthen capital market supervision, and Alibaba has been fined 18.2 billion yuan. At the time, Jack Ma's retirement was seen as a sign of waning influence on Ali, indicating that Ali would not continue to expand. However, by 2023, China's attitude has changed, and it has organized many symposiums with private entrepreneurs, and even established a private economic development bureau in China. As a private enterprise, Alibaba plays an important role in this. Therefore, at this stage, Ma Yun once again ** shares have aroused doubts in the market.
Secondly, Alibaba's stock price once reached a high of more than $300, however, in the past three years, Alibaba's market value has evaporated by more than 70%, and the stock price**. In such a situation, Jack Ma once again ** shares, which may mean that he is pessimistic about the company's prospects. Some people even believe that Jack Ma is sending a farewell signal to the company. In the past ten years, Ma Yun has cashed out more than 100 billion yuan, and in this time, he has more than 6 billion yuan of shares, which will not have much impact on his quality of life. And Jack Ma himself once said: "I have no interest in money." "So, what is the real motive of his ** shares?
Finally, Jack Ma has other moves in the capital market. According to the report, the trust controlled by the Jack Ma family has made a new investment in the Middle East, targeting Tabby, an online consumer credit platform in Riyadh, Saudi Arabia. Tabby's business model is almost identical to Alibaba's Huabei. Currently, Tabby is valued at $1.5 billion. At the same time, Jack Ma invested in the Middle East market. Such a move makes people think, what does Ma Yun think in his heart?
Since 2020, China** has strengthened the supervision of the capital market and rectified the behavior of Internet giants. Alibaba, China's largest e-commerce platform, is not immune. In late 2020, Alibaba was fined 18.2 billion yuan by China's market regulators for using its monopoly position to restrict merchants' rights to operate on other platforms. This incident has sparked widespread concern and controversy.
Jack Ma, the founder and former chairman of Alibaba, has been under tremendous pressure in this rectification. His ** actions are seen as related to Alibaba's future development and capital expansion of the country's governance. China's regulatory attitude has changed, from rectification to gradual relaxation, and then to emphasis on the development of private enterprises. This series of changes has made Jack Ma's ** behavior interpreted by the market as his concern about Alibaba's prospects and a response to China's ** capital expansion policy.
In the context of the expansion of national governance capital, Alibaba's core concept and business model in the era of Ali culture have also undergone some adjustments. Over the past few years, Alibaba has been aggressively expanding and investing in various sectors such as finance, new retail, and cloud computing. However, with the strict implementation of the rectification and the regulation of the Internet giants, Alibaba has had to change its strategy. The company concentrates its resources on its core business while maintaining a cautious approach to high-risk areas. This adjustment also had an impact on Jack Ma's.
Alibaba, one of China's largest e-commerce platforms, once saw its share price soar and its market capitalization exceeded a trillion dollars. However, over the past three years, Alibaba's share price has experienced one ** after another, and its market value has shrunk significantly. This makes Ma Yun once again ** shares cause doubts and worries in the market.
Behind Jack Ma's shares, perhaps his uncertainty and pessimistic expectations for Alibaba's future development. Alibaba faces a fierce competition in the Chinese market. Pinduoduo is on the rise in the low-end market, and JD.com is competing with Alibaba in the high-end market. In addition, Alibaba's Hema has also been suspended due to its listing plan, and Alibaba Cloud's business development has also been affected by negotiations with the United States. In the face of these challenges, Mr. Ma may have decided that it was time to give up.
In addition, Jack Ma has other moves in the capital market. According to reports, the trust controlled by the Jack Ma family has made a new investment in the Middle East. They invested in Tabby, an online consumer credit platform based in Riyadh, Saudi Arabia. Tabby's business model is almost identical to Alibaba's Huabei. This investment behavior is in stark contrast to Jack Ma's ** Alibaba shares. It can be speculated that Jack Ma has reservations about Alibaba's development in the domestic market, but has more expectations for the Middle East market.
Jack Ma's ** behavior marks the farewell of an era. As a representative of China's Internet entrepreneurs, Jack Ma founded Alibaba over the past few decades and developed it into a world-renowned Internet giant. He represents the spirit of the times of mass entrepreneurship and innovation. Jack Ma's resignation and ** behavior mean that such an era has come to an end.
So, to whom will the next era belong?With the development of China's economy and the changes in the market environment, new Internet forces are also rising. Companies such as ByteDance, Meituan, and Xiaomi represent the rise of a new generation of Internet companies. These companies have made remarkable achievements in the fields of mobile Internet, sharing economy, and short technology, and have shown strong strength in market competition. They may become the leaders of the next era and continue to promote the development of China's Internet industry.
In addition to these emerging enterprises, giants in traditional industries are also actively deploying in the Internet field in an effort to achieve digital transformation. For example, Chinese e-commerce giant JD.com and state-owned China Mobile are competing for market share through investment and partnerships. The transformation and innovation of these traditional enterprises will also have a significant impact on the future Internet landscape.
In short, Jack Ma's ** behavior has aroused the attention and doubts of the market. Behind it are the factors of the expansion of national governance capital, and factors such as stock price** and the uncertain development prospects of Alibaba have also had an impact on Jack Ma**. The future development of Alibaba, as well as the direction of the next Internet era, remains to be seen and explored.