$京东(JD)$ 虽_老虎社区_美港股上老虎

2024-08-16

$京东(JD)$ 虽然这个季度物流、新业务都低于预期，但零售业务出人意料的还行吧，并且伴随京东的费用控制、供应端压价和相关补贴增加，利润超出预期，对核心用户的粘性依旧很强

只不过想从别人手里抢肉或者抢夺增量，这对京东来说可就太难了，所以增长上就别指望了

阿里财报带动！大举看多中国AI，中概布局时机？

5月中下旬，中概科网股新一轮财报季将正式拉开帷幕。目前腾讯Q1营收同比增9%，净利润大增21%，资本开支达370亿元；阿里巴巴Q1营收小幅增长，云收入同比增长38%，首次披露AI产品收入规模；电话会：AI ARR年底超过300亿元，服务器“没有一张卡是闲置的”，资本支出将超过3800亿元。【阿里财报目前带动华尔街大举看多中国AI，中概指数5月13日大涨，大家觉得现在是布局好时机吗？】

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。

精彩评论

柳琰彬
2024-08-16
柳琰彬
物流都快涨麻了，是说哪方面不行[笑哭]

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