卖了英伟达买中概，好像看到了主持人眼中的困惑和迷茫

2024-09-27

那个要buy China everything的人，最大的仓位在 $阿里巴巴(BABA)$ ，好像还要翻倍买中概。关键他是卖了其84%的英伟达，买他的everything的~

看了下视频，此人先舌战三位主持人，解释自己为什么卖了英伟达（就是没赚到钱），然后问到他基金，他说在大买特买中概

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？】

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