李嘉诚罕见大手笔投资新能源 市值飙升引全球关注 (Li Ka-shing’s Rare Mega Investment in New Energy Sends Valuations Soaring and Grabs Global Attention)

长实火速辟谣，“李嘉诚去世”不实 15 日凌晨，长实集团公开澄清网络疯传的“李嘉诚去世”消息，称“绝无其事”，并对造谣自媒体保留追责权利。消息甫一发布，即登上多地热搜，“李嘉诚去世传闻”“李嘉诚辟谣”成为搜索高频词。业内人士指出，李嘉诚今年已98 岁，任何关于其健康的风吹草动都会迅速放大，但长实此番迅速出面止谣，打消了市场对其个人及旗下资产稳定性的顾虑。 两笔动作勾勒资本新轨迹 1. 大拆大建：过去三年，李嘉诚系先后出售英国电网、澳洲天然气管道与欧洲通信塔，累计回笼现金逾870 亿港元。“减仓成熟资产、加码现金流”被视为其经典打法。 2. 能源加注：10 月7 日，李嘉诚家族作为最大股东的​Cenovus Energy宣布斥资约314 亿港元，全资收购加拿大油砂商Athabasca Oil Corporation，溢价13%锁定油砂核心区块。交易完成后，Cenovus预计2032 年前将日产能提升至11.5 万桶，高盛测算该项目内部收益率可达14%。 辟谣+并购释放什么信号？ • 对资本市场：辟谣稳预期，并购强基本面。李嘉诚用行动告诉外界，“人无恙、钱在动”，消除对长实、和记黄埔、长江基建等股票的情绪折价。 • 对香港房地产：有声音称李嘉诚“携400 亿重返地产”。但从其持续减持住宅项目、加码基础设施与能源的节奏看，其决心仍在“走出去”，而非对香港楼市抄底。 • 对能源周期：在电动车渗透率创新高、国际油企放缓油砂投资之际，李嘉诚逆周期扫货，被视为“第二次抄底油价”，延续1986 年买入赫斯基能源并最终获利数十倍的经典案例。 关键词矩阵助力搜索排名 李嘉诚最新消息｜李嘉诚辟谣｜李嘉诚去世传闻｜长实集团声明｜李嘉诚家族投资｜李嘉诚加拿大能源收购｜Cenovus Energy收购Athabasca｜李嘉诚资本版图｜香港首富动态 行业展望 • 若油价在70–90 美元/桶箱体运行，Cenovus与Athabasca资产整合有望在2027 年实现现金流转正； • 长实与长建预计将利用并购分红回购股票，拉升股东回报率； • 港股市场或因“去世谣言风波”加速出台名人健康信息监管细则，为资本市场舆情治理提供样本。 —— English version Li Ka-shing alive and well: CKH Holdings quashes death rumours In the early hours of 15 October, CKH Holdings issued an urgent statement saying online claims that 98-year-old tycoon Li Ka-shing had passed away were “totally untrue”, vowing legal action against the rumour-mongers. The clarification quickly dominated search results, with phrases such as “Li Ka-shing obituary hoax” and “Li Ka-shing latest news” trending across China. Analysts believe the swift response calmed concerns over the stability of Li’s sprawling business empire. Capital moves sketch a new roadmap • Portfolio rotation: Over the past three years the Li family has exited UK power grids, Australian gas pipelines and European towers, pocketing HK$87 billion in cash. • Energy bet: On 7 October, family-backed Cenovus Energy offered HK$31.4 billion to acquire oil-sands producer Athabasca Oil at a 13 % premium. Post-deal, daily output is slated to reach 115,000 boe by 2032, with an estimated 14 % IRR. What the twin headlines mean • Markets: Denial of the death rumour restores sentiment, while the Canadian deal strengthens fundamentals, signalling the patriarch is “healthy and still moving money”. • Hong Kong property: Talk of a HK$40 billion home-market comeback looks overstated—asset sales show Li’s focus remains overseas infrastructure and energy, not local residential bets. • Energy cycle: With EV adoption soaring and majors retreating from oil sands, Li is once again buying the dip, echoing his legendary 1986 purchase of Husky Energy. SEO keyword cluster Li Ka-shing latest Li Ka-shing death rumour CKH Holdings statement Li family investment Cenovus Energy buys Athabasca Hong Kong billionaire news Outlook • If Brent stays in the US$70–90 range, the combined oil-sands assets could turn cash-flow positive by 2027. • CKH and CKI may channel merger proceeds into dividends and buy-backs, enhancing shareholder returns. • The hoax incident could accelerate rules on celebrity health disclosures, offering a case study in market-rumour policing.