$骏码半导体(084_老虎社区_美港股上老虎

多军2024

2024-10-07

$骏码半导体(08490)$ $骏码半导体 (08490.HK)$ 骏🐴今日跑左出黎，卡死左宏光，最靓仔就是骏🐴，半导体板块中芯国际成交排第三，有呢个大佬撑住，半导体板块厅日继续领涨，骏🐴今日1500万成交活跃，预判厅日骏🐴高开高走，持续放量拉升，宏光3日最高7倍，骏🐴冲到1.5，大涨300%，明日见～

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？】

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