【中国观察2020年12月25日讯】美东时间12月24日，美股开盘之后，阿里巴巴股价低开超10%，随后跌幅不断扩大，截至发稿，跌幅已超过15%，创下有史以来最大单日跌幅。市值蒸发了超过1100亿美金，相当于7000亿人民币。
彭博社资讯（Bloomberg Intelligence）分析师Vey-Sern Ling指出，中共针对阿里巴巴的调查，发出“风向已转变的警告”，阿里的业务恐面临长期逆风。
另外，阿里巴巴在香港股市也一路走低，24日港股跌幅超过8%。市场分析认为，中共监管部门正式对阿里巴巴涉嫌垄断行为立案调查，是导致阿里股价暴跌的重要原因。
北京时间12月24日，中共多家党媒报导称，中共市场监管总局对阿里巴巴集团控股有限公司实施“二选一”等涉嫌垄断行为，立案调查。
南京学者钱先生对自由亚洲表示，当局打压阿里巴巴缺乏公平性，网际网路平台交易成本更低、更便捷，网际网路产业是竞争导致的垄断，而不是因为金融资源，更不是行政手段导致的垄断。“对于市场经济而言，其实是健康的。”
网际网路金融业内人士宋青说，“立案肯定要有结果，应该是高层的意思。”
“半个月前，有关蚂蚁国有化的方案和阿里国有化的方案已经被故意放出来了。那些方案都是有红头文件的。”宋青认为，阿里巴巴现在被立案调查，当局有杀鸡给猴看的意思。
此前有消息称，中央调查组早在11月底已进驻阿里巴巴，还进驻了腾讯、美团等巨型科网企业。
《华尔街日报》12月20日报导说，身陷打压困境的中国亿万富豪马云试图挽求他和北京的关系，提议将蚂蚁集团部分股权移交给中共当局，但被拒绝。
据知情人士透露，马云11月2日被监管部门约谈时曾表态：蚂蚁的这个平台，只要国家有需要都可以拿走。
法国时评人王龙蒙认为，马云想上交蚂蚁集团部分股权，断臂求生，但肯定不会凑效。
12月18日，蚂蚁集团应中共监管部门的指示，将平台上的网际网路存款产品全部下架。
王龙蒙对自由亚洲分析说，马云虽然认怂，却不能保平安，中共要的不仅仅是马云的部分利益，而是全部。
北京一位政府顾问也表示，将蚂蚁集团至少部分国有化的可能性并不为零。
王龙蒙说，外界一直认为，马云是因言论激怒习近平而招致报复，其实从全局来剖析，这是中共收割强大民企的整体政策。
他认为，这些私企已经养肥，加之现在中国经济不景气，到了中共收割民企的时候了。他表示，马云之流“成也在中共，败也在中共”。
“六四学运”领袖吾尔开希指出，马云等中国企业是在刀尖上舔血谋利，而他们随时被中共收割的案例足以警示西方，中国的经济牢牢被权力绑缚，是国际秩序的破坏者。
吾尔开希说，蚂蚁集团的下场应该让中国这些首富们意识到，同时也应该让全世界看清楚：忍辱不可能偷生。
目前，除了市场监管总局立案调查阿里巴巴，中共央行、银保监会、证监会和国家外汇管理局也将二次约谈蚂蚁集团管理层。
据彭博社报导，自蚂蚁集团IPO被当局紧急叫停后，马云就没有在公共场合露面。有知情人士透露，马云在12月初就被政府建议待在中国。
Jack Ma's Christmas Eve is not safe, Ali evaporated 700 billion shares fell more than 15%
Christmas Eve (24th) before Christmas this year, for Jack Ma can be said to be a very unsettling day. On that day, Alibaba Group was formally investigated. As a result of this, Ali's stock price plunged that day, and the U.S. stock Alibaba fell more than 15%, with market value evaporating more than 700 billion yuan.
After the U.S. stock market opened on Dec. 24 EST, Alibaba's share price opened over 10% lower, and then the decline continued to expand, and as of press time, the decline has exceeded 15%, the largest single-day decline ever. The market value evaporated more than $110 billion, equivalent to 700 billion yuan.
Vey-Sern Ling, an analyst at Bloomberg Intelligence, noted that the Chinese Communist Party's investigation into Alibaba has sent a "warning that the winds have shifted" and that Ali's business is facing long-term headwinds.
In addition, Alibaba's stock market in Hong Kong has also gone down, the 24th Hong Kong shares fell by more than 8%. Market analysts believe that the Chinese Communist Party regulator's formal investigation into Alibaba's alleged monopolistic practices is an important reason for the plunge in Ali's stock price.
On Dec. 24, Beijing time, several Chinese party media reported that the General Administration of Market Regulation (GAMR) had opened a case against Alibaba Group Holdings Ltd. for alleged monopolistic practices such as "choosing one over the other".
Mr. Qian, a Nanjing scholar, told Free Asia that the authorities' crackdown on Alibaba lacks fairness, that the Internet platform is cheaper and more convenient for transactions, and that the Internet industry is a monopoly due to competition, not because of financial resources, much less administrative means. "It's actually healthy for the market economy."
Song Qing, an insider in the Internet finance industry, said, "The case must be filed with results, and it should be the intention of the top management."
"Half a month ago, programs about nationalization of Ant and nationalization of Ali have been deliberately put out. Those programs are with red-headed documents." Song Qing believes that Alibaba is now under investigation and the authorities have the intention of killing the chicken for the monkey.
This follows news that a central investigation team was already in Alibaba as early as the end of November, and also in Tencent, Meituan and other giant dot-com companies.
The Wall Street Journal reported on Dec. 20 that Chinese billionaire Jack Ma, embattled by the crackdown, tried to salvage his relationship with Beijing by offering to hand over part of his stake in Ant Group to Communist authorities, but was rejected.
According to sources familiar with the matter, Ma had stated when interviewed by regulators on Nov. 2 that Ant's platform could be taken away whenever the country needed it.
According to French commentator Wang Longmeng, Ma wanted to hand over part of Ant Group's equity and break his arm to survive, but it certainly won't work.
On December 18, Ant Group took down all the Internet deposit products on its platform at the instruction of the Chinese Communist Party regulator.
Speaking to Free Asia, Wang Longmeng analyzed that although Ma conceded, he could not keep the peace, and that the CCP wants not just some of Ma's benefits, but all of them.
A government adviser in Beijing also said the chances of nationalizing at least part of the Ant Group are not zero.
Wang Longmeng said the outside world has long believed that Ma incurred retaliation for comments that angered Xi Jinping, but in fact, when analyzed in the big picture, this is the CCP's overall policy of harvesting powerful private companies.
He believes that these private enterprises have been fattened up, and now that China's economy is in the doldrums, it is time for the CCP to harvest them. He said that Ma Yun's stream is "a success and a failure for the CCP".
"The leader of the June Fourth Movement, Wuer Kaixi, pointed out that Ma and other Chinese companies are licking their chops to make profits, and their case of being harvested by the Communist Party at any time is enough to warn the West that China's economy is firmly tied to power and is a destroyer of the international order.
The downfall of the Ant Group should make these richest people in China realize, and should also show the world clearly that it is impossible to steal a life by enduring humiliation, Urkaihi said.
At present, in addition to the General Administration of Market Regulation (GAMR) opening a case to investigate Alibaba, the Communist Party's central bank, the CBRC, the SEC and the State Administration of Foreign Exchange (SAFE) will also interview the management of Ant Group for the second time.
According to Bloomberg, Ma has not appeared in public since Ant Group's IPO was urgently called off by authorities. A person familiar with the matter said Ma was advised by the government to stay in China in early December.