越来越乐观？大空头B_老虎社区_美港股上老虎

starterpacks

2024-08-15

越来越乐观？大空头Burry 公布的最新持仓，中国公司现在占他整个投资组合的 45%，增持了 $阿里巴巴(BABA)$ 和 $百度(BIDU)$ 。这些人，，搞不懂[吃瓜]

AI应用竞赛开启！中概股大家看多or看空？

近期市场多有字节正在围剿中概的说法，字节发布Seedance 2.0，是否会对其他家造成利空，中概7个兄弟（腾讯、阿里巴巴、拼多多、美团、小米、快手、携程）后市你看好吗？中概连涨四日后，出现轻微下跌，接下来大家看多or看空？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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Batman_1
2024-08-15
Batman_1
这是今天的吗
- starterpacks:
  2季度持仓披露

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